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Quilter: Investments reviews

Name: Investments
Rating: 4.20 (9 reviews)

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4.20

Based on 9 reviews, last reviewed 2nd Sep 2026

100% increase in 5 star reviews

in the past 90 days

No new 1 star reviews

in the past 90 days

78%

11%

3 star

2 star

11%

Latest highest rating:

5

Stocks and Shares ISA has performed well. Stocks and Shares ISA has performed well. Easy to withdraw funds quickly if needed Reviewed on: 2nd September 2026

Latest lowest rating:

1

Investment for retirement We invested in old mutual for our pensions . So far we have paid out over the last 3 years a substantial amount in arrangement fees and yearly manage... Read more Reviewed on: 8th July 2023

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About this product

Old Mutual investment reviews from our Smart Money People can help you to get the inside track on what having a portfolio with Old Mutual is really like. Oh, and if you have experience using Old Mutual investments, you can write a review too. Smart Money People is the UK's leading financial services review site. Together, we can help us to increase trust and transparency in financial services.

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Quilter Investments reviews (9)

Stocks and Shares ISA has performed well.

Stocks and Shares ISA has performed well. Easy to withdraw funds quickly if needed Reviewed on: 2nd September 2026

Investment portfolio with easy access

I inherited half of fund from my late mother. Their division of the portfolio process was clear and supported by my financial advisor. They have alerted me to changes eg changes to funds that may impact on my portfolio, provide a great app so that I have real time easy access too. Reviewed on: 20th August 2026

Gashcash

Everything is easy with Quilter , costs are not the best , performance has been good so far Reviewed on: 16th April 2026

Great personal service - with help and advise

Great personal service - with help and advise Reviewed on: 12th June 2025

How it should be

Prompt efficient service with excellent management of our investments. Very good clear communications Reviewed on: 24th May 2024

Investment for retirement

We invested in old mutual for our pensions . So far we have paid out over the last 3 years a substantial amount in arrangement fees and yearly management fees all to see our capital just dwindle away . We where told a return of 4-6 percent on initial consultation and our portfolio has never achieved any growth over the time we have been with old mutual. My only advice is please do not invest with old mutual and look elsewhere they certainly freely take your money in yearly management fees and give little to no returns Reviewed on: 8th July 2023

Everything you'll ever need

I have invested with Old Mutual Wealth for years. their upgraded client portal provides excellent coverage of my investments and allow me to carry out some transactions direct, rather than via my IFA, who charges extra for some transactions Reviewed on: 21st January 2021

Short term problems but a long term safe investment

Excellent customer service and a wealth of knowledge Reviewed on: 16th July 2020

Good advice from investor relations

Great service good advice and decent returns Reviewed on: 4th April 2017

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