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Compliant investment solutions for those associated with the Big Four

At Quilter Cheviot, we understand the serious implications of breaching personal independence rules within Big Four firms.

That’s why we’ve developed investment solutions tailored to firm-specific compliance standards—empowering your clients to build and preserve their wealth without compromising their independence status.

Our experienced team works closely with you and your clients to align their financial goals with regulatory requirements, offering a range of investment options at every stage of their careers.

Our specialist team is available across our regional network of offices, ready to assist.

We can arrange an initial call to explore how we can support your clients. Our national team of business development managers ensures you have a single, reliable point of contact, delivering quality service to you and your clients.

Speak to the team today

Our compliant investment solutions are for:

Partners

 

Ensuring investments remain compliant and aligned with personal objectives.

Senior employees

 

Preparing for partnership with compliant, growth-focused portfolios.

Immediate family members (IFMs)

Safeguarding their financial journeys within independence rules.

What you need to know

Compliant investment solutions infographic

Working with Quilter Cheviot

With over 25 years of experience working with Financial Advisers, Quilter Cheviot understands the importance of building strong relationships and truly understanding your clients’ financial aspirations. Trusted by partners of the Big Four firms and their advisers, we manage substantial assets in a compliant and personalised manner.

We can offer:

  • A diverse range of solutions to meet your clients’ needs.
  • A robust investment process and well-resourced research team.
  • A dedicated business development team to support your growth.

Working with Big Four clients?

Watch our on-demand webinar for more information on how we can support you.

Register to watch

The value of your investments and the income from them can fall and you may not recover what you invested.