Quilter Financial Planning Forex broker specializes in providing foreign exchange trading services, the company's official website https://www.quilterfinancialplanning.co.uk/, 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
United Kingdom
5-10 years Regulated in United Kingdom Investment Advisory License Suspicious Scope of Business Suspicious Overrun Medium potential riskCompany profile
Quilter 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 Cons
| Pros | Cons |
| Various contact channels | No demo accounts |
| Various financial products and services |
Is 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 & Services |
| Pensions |
| ISA and junior ISA |
| Collective investment account |
| Investment bond |
| Family linking |
| Cash savings accounts |
For advisors:
| Products & Services |
| ISA and Junior ISA |
| Collective Investment Account |
| Onshore bond |
| Cash savings accounts |
Account Type
For customers:
| Account Type | Min Deposit |
| The Collective Retirement Account | £99 |
| ISA | £99 |
| Collective Investment Account | £99 |
| Collective Investment Bond | £99 |
For advisors:
| Account Type | Min Deposit |
| The Collective Retirement Account | / |
| ISA | £99 |
| Collective Investment Account | £99 |
| Collective Investment Bond | £10,000 |
| Cash Saving Accounts | £1,000 |
Quilter Financial Planning Fees
Trading Fees
| Total Amount Invested | Charge |
| First £50,000 | 0.35% |
| £50,000 to £250,000 | 0.25% |
| £250,000 to £750,000 | 0.20% |
| £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 Platform
| Trading Platform | Supported | Available Devices |
| The Quilter app | ✔ | Mobile |
| The Quilter Investment Platform | ✔ | PC, laptop, tablet |
Deposit and Withdrawal
The broker accepts payments done via debit cards. No minimum withdrawal amount defined and no fees specified.
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.
Neutral
2022-11-28