Next Steps
For more information about Ongoing Advice Fees, or to discuss a potential claim, please call our expert team on 01412 806 227 or email enquiries@pacificlegal.co.uk.
If you’d prefer you can request a call back and we’ll get back to you straight away.
Frequently Asked Questions
You may be eligible to claim against Quilter if you were a client who paid for ongoing financial advice, portfolio reviews, or other services that were not provided. This includes individuals who invested in ISAs, pensions, or other financial products with Quilter in the past ten years.
Compensation is available for clients who paid fees for services such as regular portfolio reviews and ongoing advice but did not receive them. If Quilter charged you for these services and failed to deliver, you may be entitled to recover those fees.
If you were charged an annual fee for ongoing advice or portfolio reviews but did not receive these services, you could be eligible for compensation. Our team can help you review your records and determine if you qualify for a claim.
The amount of compensation will depend on the fees you were charged and the length of time you went without receiving the promised services. Typically, clients may recover a substantial portion of the fees paid over the period they did not receive the services. The average compensation is in the thousands!
Following regulatory changes in 2012, financial advisers, including those at Quilter, were required to provide ongoing services like portfolio reviews if clients were being charged for them. Some clients were charged but did not receive these services, leading to compensation claims.
You do not need any documentation to make a claim! Just speak with one of our expert advisers and we can do the rest for you.
The length of the claims process can vary depending on the complexity of the case and the number of claims being processed. Most claims are resolved within a few months, but we will keep you informed at every stage.
No, you do not need to pay any fees upfront to claim against Quilter. We operate on a no-win, no-fee basis. This means you won’t need to pay any upfront costs, and you only pay a fee if your claim is successful.
While there may not be a strict deadline, it’s best to submit your claim as soon as possible to avoid complications or potential regulatory time limits. If you’re unsure, contact us to discuss your situation.
Yes, you can still make a claim if you transferred your investments to another provider. As long as you were charged by Quilter for services you did not receive, you may be entitled to compensation.
To start your claim, fill out the online form above, or contact us at 01412 806 227. Our team will guide you through the steps and help gather the necessary documents to assess your eligibility.
Your financial adviser should provide evidence that you received ongoing services, such as portfolio reviews. If they cannot justify the fees or show proof that the services were provided, you may be eligible for compensation.
No, the claims process will not affect your current investments. It only focuses on recovering fees for services that were not provided, and it does not interfere with your portfolio performance or structure.
Yes, even if you were happy with some aspects of Quilter’s services, you may still be entitled to compensation if you were charged for advice or reviews that you did not receive.
If your claim is unsuccessful, you will not be charged any fees. Our no-win, no-fee policy ensures that you only pay if your claim is successful.
Following regulatory changes in 2012, financial advisers, including those at Quilter, were required to provide ongoing services like portfolio reviews if clients were being charged for them. Some clients were charged but did not receive these services, leading to compensation claims.
No, making a claim should not affect your ongoing relationship with Quilter or any services you currently receive. The claim focuses only on past services that were not provided.
If you paid Quilter an ongoing advice fee, you should have received regular portfolio reviews, ongoing investment advice, and updates on whether your investments remained suitable. If you did not receive these services, you may be eligible for compensation.
Get in touch
If you think you may qualify for a claim, we’d love to help you get back what you may have lost. Our expert team are ready to hear from you!
01412 806 227
enquiries@pacificlegal.co.uk
