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Achieving your goals together

We are proud to work exclusively with the people you trust, those who are key in helping you achieve your financial goals.

Honouring your adviser relationship

We have worked with financial advisers for over 30 years. It is something we are hugely proud of. We recognise that the relationship you have with your adviser is an important one. They are your main point of contact, someone you know and trust, someone who knows your financial journey and goals and understands the intricacies of your financial plan. They are also best positioned to consider investment solutions from Quilter Cheviot to see if we fit your needs.

The benefits to you

Investors use our financial planning in multiple ways to achieve their goals – there is no such thing as one-size-fits-all. That is why we value your adviser's advice and their insight into your financial matters. Continuing to work with your financial adviser is, therefore, advantageous for various reasons.

Improves your experience

Your financial adviser knows your financial history, goals, and preferences, providing a tailored and consistent approach to your investment journey and bridging the gap between past strategies and future aspirations. Consulting with your financial adviser ensures a seamless transition to our investment management services, where appropriate.

Understands your needs

Your trusted financial adviser understands your current unique financial situation and how any future changes to your circumstances, the market, and regulations could affect you. Should your financial adviser consider Quilter Cheviot Investment Management in your financial plan, they will evaluate whether our services align with your best interests and long-term financial security.

Assesses your suitability

If you and your financial adviser decide that Quilter Cheviot Investment Management is appropriate, the adviser will be an integral part of moving the discussion forward to implementation. In addition, your financial adviser will continue to monitor if Quilter Cheviot Investment Management remains suitable for your plans and aspirations.

What next?

Speak with your financial adviser

If you are interested in Quilter Cheviot Investment Management, please speak to your financial adviser, who will consider if we would be suitable as part of your financial plan.

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