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Quilter Financial Planning Forex broker specializes in providing foreign exchange trading services, the company's official website https://www.quilter...., the company's legitimate regulatory information United KingdomFCAInvestment Advisory License, United KingdomFCAInvestment Advisory License to enhance the security of the company's address Senator House 85 Queen Victoria Street London EC4V 4AB

Quilter Financial Planning Forex Broker

Basic Information

Registered Region
United Kingdom
Operating Period
--
Company Name
Quilter Financial Planning
Abbreviation
Quilter Financial Planning
Company employee
--
Customer Service Email Address
QFPComplaints@quilter.com
Contact Number
+4402075625800
Company Website
Company address
Senator House 85 Queen Victoria Street London EC4V 4AB
Keywords
5-10 years
Regulated in United Kingdom
Investment Advisory License
Investment Advisory License
Suspicious Overrun
Medium potential risk

Company profile

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.

Rating Index

How to login to Quilter Financial Planning?
Quilter Financial Planning Complete Account Guide: Registration, Account Opening, and Login Processes Quilter Financial Planning is a leading provider of financial advice and investment solutions in the UK. This guide will walk you through the essential processes of registration, account opening, an

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Latest Reviews

dian @

dian @

Peru

I have not officially started operating with Quilter Financial Planning, but I feel that their customer service staff is not very professional. I also saw bad info on wikifx, maybe I shouldn't invest.

37130

2022-11-28

Quilter Financial Planning Forex Broker has an overall rating of 3.27, Regulatory Index 2.78, License Index 2.78, Business Index 7.69, Software Index 4.00 Risk Control Index 0.00.
Quilter Financial Planning