Claiming Compensation from Quilter

Have you felt let down, or been mis-advised by Quilter?

Several clients have encountered issues ranging from investment mis-selling to inadequate service provision & lack of care and attention.

Contact Claim Simple Today for No-Obligation Claims Advice

Investment Management from Quilter

Quilter, a prominent provider of Wealth Management services in the UK, has been operating under its current structure since 2018.

Previously known as Old Mutual Wealth Management Ltd, Quilter is responsible for overseeing the investments and pensions of approximately 500,000 customers, with a total of £102bn in assets under management.

However, being a Quilter client limits the available range of recommended pension and investment products to only those offered by Quilter, and many clients may have suffered as a result.

Do I Have a Claim?

Background of Quilter

According to Quilter, their main goal is to promote prosperity by offering long-term advice-based relationships. They require clients to pay an annual fee for this service, calculated as a percentage of their funds.

To fulfil their promise, they must conduct a comprehensive review of the client’s personal and financial situation every year, which is necessary to confirm the continued suitability of the held products.

Failure to conduct this yearly review could lead to clients’ investments being mis-managed, and potentially even loss of investment.

Grounds for Compensation Claims Against Quilter

  • Investment Mis-selling: Many clients have been on the receiving end of advice that was either negligent or ill-fitted to their financial needs and goals, leading to investments that undermined their own economic stability and future planning.
  • Inappropriate Fund Categories: In some cases, clients were advised to invest in Quilter's own funds, which were more expensive and not necessarily the best fit for their needs, despite the availability of cheaper and more suitable options. This caused unnecessary financial strain.
  • Lack of Annual Review: Another common complaint is the lack of annual reviews, where clients are charged for advisory services that were promised but not delivered according to the agreed terms. This failure not only breaches trust but also the service agreement.

These issues, amongst others, collectively point towards a systemic failure in certain aspects of Quilter’s service delivery, necessitating a robust response in the form of compensation claims.

See If You Have A Claim

Did You Know?

Claim Simple emerges as a pivotal figure in this scenario. As a leading claims firm, they bring a wealth of experience from successful claims against major corporations.

Why Choose Claim Simple?

  • Expert Representation: Claim Simple provides top-notch representation, ensuring that clients’ cases are handled with the utmost professionalism and expertise.
  • No-Win, No-Fee: This approach significantly lowers the financial barriers for clients seeking justice, allowing them to pursue claims without upfront costs.
  • Strength in Numbers: By dealing with many Clients affected in the same way, Claim Simple amplifies the collective voice of the claimants, enhancing the chances of a successful outcome.
Tell Us About Your Claim

Take the First Step towards Claiming Compensation from Quilter

Claiming compensation involves a straightforward registration process with Claim Simple, followed by a comprehensive assessment of the claim. Clients can expect regular updates through various communication channels as their case progresses. The timeframe for resolution varies, but clients are assured of diligent pursuit of their claims.

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About

Claim Simple is authorised and regulated by the Financial Conduct Authority in respect of regulated claims management activities – FRN:830182. You can pursue your own claim without the help of a CMC, for free, with recourse to the Financial Ombudsman or the FSCS.

Claim Simple Ltd as a Company Registered in England & Wales (no. 11459714). Registered Office Address – 7 Twemlow Lane, Twemlow Green, Holmes Chapel, Crewe, CW4 8DT.

ICO Registration Number ZA449298

VAT Registration Number 305 3854 15

Contact

Claim Simple Ltd 7 Twemlow Lane Holmes Chapel Crewe CW4 8DT 01782 493 750 [email protected]

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