Quilter Cheviot is a wealth management company with a heritage spanning more than 250 years. It helps clients grow and preserve their wealth through bespoke investment management, with portfolios tailored to individual preferences, goals and circumstances. The firm works with private clients, financial advisers, charities and professional trustees, as well as solicitors and accountants.

Its Discretionary Portfolio Service is designed for individuals investing more than £250,000. Quilter Cheviot also offers Sustainable Opportunities Balanced and Growth funds, which invest in companies making a positive contribution to the world and are underpinned by ethical values. Its approach places clients’ needs at the centre of investment decisions, supported by experienced specialists with extensive global knowledge.

The team helps clients plan for their desired lifestyle and legacy, implement and review financial plans, and adjust them as markets and personal circumstances change. Quilter Cheviot provides information on responsible investment, costs and charges, and interest rates, alongside market news, articles, podcasts, webinars and events