What is a Big Four Accountant partnership?
A Big Four Accountant working arrangement entails collaboration between Quilter Cheviot - a prestigious wealth management firm - and any one of the UK’s leading accounting firms – PwC, Deloitte, EY, and KPMG. The working arrangements empower partners and staff to access specialised and compliant wealth management services and expertise.
Compliant working arrangements with The Big Four
We have diligently set up compliant working arrangements with each Big Four firm, having completed unique legal agreements with each firm, entailing clearance procedures and, where appropriate, pre-cleared portfolios and data feeds. Where possible, we check with your personal independence teams on your behalf, making sure you stay personally independent whilst accessing cleared equities and funds.
Why partner with Quilter Cheviot?
When you partner with Quilter Cheviot, you gain access to a wealth of resources and benefits:
Adherence to personal independence rules
We are a specialist wealth management service with an understanding of both the FRC Revised Ethical Standard 2019 and the in-house compliance procedures your firm implemented, which are critical criteria when choosing a wealth adviser.
Comprehensive Wealth Management
We offer various wealth management services, including investment management, financial planning, tax optimisation, estate planning, and more. This comprehensive approach ensures your financial needs are met under one roof.
Specialist expertise
We boast a team of experienced professionals with up-to-date knowledge in managing and growing wealth within the personal independence rules. We can provide sophisticated financial strategies and investment opportunities that align with your unique goals.
Next steps
Explore the valuable solutions and outcomes we can help you achieve for your clients. Speak with our friendly professional services team today.