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Are Quilter Cheviot a good investment company?

24 June 2022

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Question by Thomas

Are Quilter Cheviot a good investment company?
Many thanks

Answered by Oliver McDonald

Hi Thomas,

Thank you for your question.

This will depend on what you mean by 'good'. QC offers a bespoke DFM service, for investments above £250k. This service will come at a higher cost. Perhaps not required by the vast majority.

They also offer Managed Portfolios for investments of £40k+ along with a lower cost index MPS.

QC seems to offer a wide range of investment options - mainly aimed at active fund management. Active funds are more expensive, whereas decades of evidence point to active fund management not working.

You will need to do some research and decide for yourself if QC is a good fit and their services are required. Alternatively, an independent financial adviser has done all of this for you and will make recommendations. You can then spend your time living, rather than researching investment companies :)

Hope that helps.

Oliver McDonald

Answered by

Oliver McDonald

Director & Independent Financial Adviser

I have worked in financial services for 15 years gaining extensive experience in financial planning. I am a people person. You will rarely find me explaining complex spreadsheets or using jargon. I keep my conversations at a high level and realised early on that financial planning is all about helping my clients achieve the lifestyle they want in future. I work with individuals, business owners and entrepreneurs. I specialise in retirement planning, investments and business protection.