Quilter Financial Planning: Reclaim Your Money For Mis-Sold Investments and Unused Ongoing Advice Fees!
Did any financial advisor at Quilter misguide you to make an investment? Or are you continuously paying advice fees but not getting any services in return? Don’t ignore these things and seek compensation from Quilter now!
Contact HT Legal Claims To Seek Compensation From Quilter Financial Services Ltd.
Investment Manager From Quilter!
Quilter Financial Services Limited is a very well known wealth management brand that was formerly recognised by the name Old Mutual Wealth Management Services. Quilter first established itself in London, United Kingdom, as a life insurance company in 2018. As time flew, with consistent hard work, skills, expertise, and dedication, Quilter managed to reach the list of the most reliable and efficient wealth management brands in the United Kingdom. Various sources suggest that Quilter is managing assets worth £102bn that belong to more than 500,000 customers.
It has been more than six years since Quilter was founded. From the starting till now, Quilter has experienced a versatile corporate journey. It has acquired/taken over a lot of entities and has been merging and creating many additional ones. All of them are mentioned in the table below.
| Quilter International | Old Mutual Global Investors |
|---|---|
| Quilter Investment Platform | Quilter Financial Adviser School |
| Old Mutual Wealth UK | Financial Adviser School (Sesame/Intrinsic) |
| Quilter Cheviot Financial Planning | Old Mutual Investment Management |
| Quilter Financial Advisers | Old Mutual Wealth |
| Charles Derby Financial Services | Quilter Cheviot Investment Management |
| Quilter Private Client Advisers | Old Mutual Wealth Private Client Advisers |
| Intrinsic | Old Mutual Asset Managers |
| Quilter Financial Planning | Cheviot Asset Management |
| Quilter Investors | Old Mutual |
| Lighthouse Group Ltd | Old Mutual Global Investors |
| Quilter Life Assurance | Skandia |
| Charles Derby Group | Skandia Investment Group |
Why is Quilter's Claims a hot topic at present?
We all know that Quilter was making headlines recently. Well, the main reason for this was the increasing number of complaints from clients regarding ongoing advice fees. Due to this, The Financial Conduct Authority (FCA) started observing Quilter’s services regarding ongoing advice, annual review meetings, etc. The main aim of conducting this observation was to check whether or not Quilter is adequately following the Consumer Duty standards.
In response, Quilter conducted an online advice review for which it even hired a skilled person. In addition, the firm allocated £24 million in order to compensate their employees. The main aim was to return their money that was charged for services which were not provided from Quilter’s side. However, even though the allocated compensation amount is massive, it is still not clear whether or not every client will receive a refund that they deserve.
In what case scenarios are you eligible for a claim?
There are certain things that make you eligible to seek compensation from Quilter. In case of any financial misconduct, systematic failures, and inadequate services, Quilter will be subjected to compensate you for the losses you incurred. Some of the main situations that call for a Quilter claim are mentioned below.
- If you are not receiving regular advice for which you are constantly paying an annual charge. (lack of advice)
- Lack of annual reports about how your investment is performing and what should be your next step. (absence of annual performance reviews and reports)
- Inadequate information about funds and investment schemes at the time of investment, which further led to you investing in an inappropriate or non-profitable scheme. (mis-sold investments)
- If you were only advised to invest in Quilter funds and no other investment option was provided to you. (lack of appropriate investment choices)
Find out how much you could be due!
Under what circumstances related to ongoing advice fees is Quilter responsible for compensating me?
You completely deserve to get your money back from Quilter in case you experienced any of the following things.
- If you were not informed about the ongoing advice fees at the time of investing.
- If you were provided with inadequate or no information at all while selecting a fund to make an investment.
- If you are not provided with any advisory sessions during the entire year,
- If the advisory session only takes place via phone calls.
Find out how much Quilter owes you!
How can HT Legal Claims Assist You In This Situation?
- Guaranteed results
- Experienced professionals
- Work with precision
- A hassle-free claim settlement process
- Guidance on replying to claims
- No win, no fees (yes! You read it right)
Reclaim the compensatory amount from Quilter that you deserve!
Get started now!
Take a step further towards seeking compensation from Quilter with HT Legal Claims!
Reclaiming your money from Quilter is not impossible. However, you first need to find out whether or not you qualify for a claim. For this, you can contact HT Legal Claims without thinking twice. We will inform you about various things related to ongoing advice fees and mis-selling of investments. Once you get associated with us, our Quilter compensation experts will keep in regular communication and try to get your money back as soon as possible. Contact us by calling 01234567890. Or else, drop your query/doubts along with contact details at enquiries@htlegalclaims.co.uk. We will contact you directly and start processing your claim without any delays.
Have a look at our most recent Quilter claim settlement case story!
Mr. and Mrs. Andrew Charlie
My husband and I decided to invest our money in a safe as well as profitable fund that aligns with our requirements and meets our future needs as well. However, a financial advisor at Quilter did not provide us with any suitable pension and investment schemes. Instead, he convinced my husband to invest in Quilter’s personal funds. We were not getting any profits as our investment wasn’t performing well. The financial advisor was not ready to listen to us at any cost. We lost all hope, but that’s when we discovered HT Legal Claims.
We told them everything related to our investment with Quilter, and their direct answer was, ‘You surely deserve to get your money back, and we will do it for you.’ We finally regained some hope and were waiting for our compensatory amount. To our surprise, within no time, we started receiving timely payouts.
This was not at all possible if HT Legal Claims wouldn’t have helped us. The professionals here are experts at doing their work. They are highly reliable who handle our data as well as problems with extreme precision.
We both are really grateful to HT Legal Claims for helping us get out of this adverse financial situation. Will surely recommend HT Legal Claims to all my family and friends.
Find out how much Quilter owes you!
Speak to our EXPERTS!
In most cases, financial advisers and managers will convince you that you are eligible to get a refund. But, even in this situation, we would recommend that you connect with HT Legal Claims for once. Our qualified professional will closely examine your situation and update you with all the necessary information.
We will inform you whether you can seek compensation or not. In case you do, you can select our services that will work the best for you.
Find out how much you could be due..
Request a call-back
St James's Place
St. James Place is one of the most recognised British financial advice companies.
Openwork
One of the oldest financial advice and investment companies in the United Kingdom.
Brewin Dolphin
A popularly known British discretionary wealth management service provider.
What do our customers say?
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Urna porttitor rhoncus dolor purus non. Erat velit scelerisque in dictum non consectetur a erat nam. Et netus et malesuada fames ac turpis egestas sed. Malesuada fames ac turpis egestas. Amet consectetur adipiscing elit duis tristique. Ante metus dictum at tempor commodo ullamcorper a lacus.