Quilter Financial PlanningReview SummaryFounded2017Registered Country/RegionUnited KingdomRegulationFCA (Exceeded)Products & ServicesCustomers: pensions, ISA and junior ISA, collective investment account, investment bond, family linking, cash savings accountsAdvisors: pensions, ISA and junior ISA, collective investment account, onshore bond, cash savings accountsDemo Account❌Trading PlatformThe Quilter app, the Quilter Investment PlatformMin Deposit£99Customer SupportFacebook, X, instagram, linkedinEmail: QFPComplaints@quilter.comPhone: 0207 562 5800Regional RestrictionsOnly clients from the United Kingdom, Singapore and Ireland are allowedQuilter Financial Planning Information Based in the United Kingdom, Quilter Financial Planning offers a range of services and products for both customers and advisers. However, Quilter Financial Planning currently operates without valid regulation from the FCA in the United Kingdom. Pros and ConsPros Cons Various contact channelsNo demo accountsVarious financial products and servicesIs Quilter Financial Planning Legit? No. Quilter Financial Planning exceeds the business scope regulated by United Kingdom FCA. Therefore, it currently has no valid regulation, which means that there is no government or financial authority oversighting their operations.Products & Services For customers:Products & ServicesPensionsISA and junior ISACollective investment accountInvestment bondFamily linkingCash savings accounts For advisors:Products & ServicesISA and Junior ISACollective Investment AccountOnshore bondCash savings accountsAccount Type For customers:Account TypeMin DepositThe Collective Retirement Account£99ISA£99Collective Investment Account£99Collective Investment Bond£99 For advisors:Account TypeMin DepositThe Collective Retirement Account/ISA£99Collective Investment Account£99Collective Investment Bond£10,000Cash Saving Accounts £1,000Quilter Financial Planning Fees Trading Fees Total Amount InvestedChargeFirst £50,0000.35%£50,000 to £250,0000.25%£250,000 to £750,0000.20%£750,000 +0.15% Non-Trading Fees There is no Product/Service Charge applied to any money held in cash in the Collective Investment Account, ISA, JISA or Collective Retirement Account. Customers will not be charged directly for opening savings accounts on the CashHub. The charge for the CashHub is taken as a share of the interest.Trading PlatformTrading PlatformSupported Available Devices The Quilter app✔MobileThe Quilter Investment Platform✔PC, laptop, tabletDeposit and Withdrawal The broker accepts payments done via debit cards. No minimum withdrawal amount defined and no fees specified.