INVESTOR TYPE Online Portfolio
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Advice & dealing services

Quilter Cheviot offers a tailor-made dealing facility that covers international equities, fixed interest securities and collective investments such as unit trusts

If you prefer to be more ‘hands on’, making your own investment decisions, we can offer you considerable support through our Advice and Dealing Service.

What does this service offer?

  • A dedicated investment manager who can offer advice, discussing individual investment ideas and general market overviews. Your investment manager can be as reactive as you wish.
  • Access to research on the UK and international markets, economies and currencies.
  • The services of our highly effective stockbroking team.

Commission-only

Our aim is to provide a simple, commission-only approach to trading for clients that prefer to make their own investment decisions and want to be involved in the day-to-day management of their investment portfolio.

You will have a dedicated investment manager who can discuss individual investment ideas alongside more general market overviews.

Research

Our in-house, 22-strong research team conduct thorough market coverage analyses on the UK and international markets, economies and currencies, as well as meeting with companies and third party researchers.

This is combined with the skills and knowledge of our stockbroking team to provide a comprehensive, personal service to you.

Reactivity

We are able to be as pro-active or reactive as you wish and can purchase a range of investment instruments from individual equities to collective investments and bonds to meet your own desired objectives.

Unbiased

Quilter Cheviot offers you our unbiased opinion so you can choose the most suitable investments from across the globe. The service is also offered on a commission-only basis, so you will not incur any management fees. Ultimately our Advice and Dealing Service gives you the freedom to manage your portfolio as you see fit, and transactions will only take place with explicit instructions from you.

Share your goals with us

Come and see us so we can start working to get you closer to your personal financial goals

Award-winning Investment Director

Winner, Wealth Manager of the Year– City of London Wealth Management Awards 2017

Gold Rating, Diary of a Fund Manager - Portfolio Adviser Wealth Manager Awards 2017

Winner, Outstanding Achievement - City of London Wealth Management Awards 2016