Quilter Financial Advisers

quilter.com · Londonderry County Borough, United Kingdom

Quilter Financial Advisers is a UK-based financial advice business within Quilter plc that provides regulated financial planning and investment advice to retail clients, covering pensions, retirement planning, investments, and protection products. It generates revenue primarily through advice fees and commissions on investment and insurance products placed with Quilter group companies and third‑party providers. The firm serves individuals and families across the UK through a network of employed and self‑employed financial advisers.

  • Wealth & Investment Software
Revenue
$250.0M
Employees
800
Founded
2018
Headquarters
Londonderry County Borough, United Kingdom

What 10 Arbolus experts think of Quilter Financial Advisers

NPS scores are clustered in the 6–8 range, indicating moderate satisfaction. 100% of experts with renewal data indicate intent to renew or are unsure, and over 80% report being in 'MoreThan1Year' implementation, signifying high stickiness. Themes are consistent satisfaction among long-term users with few detractors. Overall Customer Sentiment: Positive

Who reviewed Quilter Financial Advisers

Total customers 10 10 current · 0 former
Reviews growth +7 in six months
Seniority of respondents
  • C-Suite 44% (4)
  • Director 44% (4)
  • Manager 11% (1)
Finance Partner C-Suite NPS 8
Finance Partner Manager NPS 8
Executive Director NPS 6

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Sentiment

-30 Net Promoter Score, from 10 scored reviews
  • Promoters 0
  • Passives 7
  • Detractors 3

Cumulative NPS by month

+0 over 6 months
  • Feb 7
  • Apr 7
  • May 7
  • Jun 7
  • Jul 7
  • Aug 7

Net Promoter Score across 1 reviews, accumulated up to each month. Category median -30 across 1 companies.

Written answers and themes publish with the full report.

Renewal intent

Plan to renew 50%
  • Will renew 2
  • Undecided 2
  • Not renewing 0

Plan to renew, by seniority

  • C-Suite 67% 3 answers
  • Director 0% 1 answer
  • 7/10 Average score from customers who will renew
  • 6.5/10 Average score from undecided customers

For people who use Quilter Financial Advisers

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