Quilter Wealth Management Compensation FAQs

We assist clients who have been overcharged or have not received the financial advice they paid for with Quilter Wealth Management. This often includes hidden fees or advice fees without proper service delivery. Many clients will have paid an Ongoing Advice Fee in return for an Annual Review – if this review did not take place every year you could be due a refund of thousands of pounds.

Have you met with your financial adviser every year since you took out your investment or pension? If the answer is NO then you should contact us straight away on 01204 565331 or email enquiries@amklegal.co.uk. We will review your situation and the services you should have received within your plan and assess if you have a valid claim.

It’s really simple – we only need basic information to get started so call us or request a call back on this website today. We will collect the necessary information and evaluate your case, and, if viable, file a claim against Quilter Wealth Management on your behalf.

The good news is you don’t have to provide us with any paperwork as we can usually get what we need from Quilter on your behalf. If you do have any documents then that would help speed up the process.

Suppose Quilter rejects your claim, and we believe the decision is unfair; our experts will appeal the decision on your behalf potentially taking the matter to the Financial Ombudsman Service to ensure you receive the compensation you deserve.

The duration of the claims process can vary, but typically, we aim to resolve claims within 3 months of filing.

Compensation amounts can vary based on the extent of the mischarged fees and the impact of the advice received. Our experts will look to make sure you get all the compensation due as per the rules laid down by the Financial Conduct Authority and Financial Ombudsman Service.

Yes, you can pursue claims independently and without any cost. However, many people choose to use AMK Legal because of our considerable experience and expertise in settling claims of this nature.

We regularly communicate with our clients through emails, calls, or texts, according to their preferences, to keep them informed about every key development in their claims. This will be at least every 4 weeks.

We work on a no-win, no-fee basis, which means that you don’t have to pay any upfront fees. If your claim is successful, our fees, which are set by the Solicitors Regulation Authority, range from 15% to 30% plus VAT depending on the amount of your refund. Learn more about our fees.

Yes, your personal information is protected under the highest confidentiality and security standards with AMK Legal. We comply with stringent data protection laws and employ advanced security measures to safeguard your information against unauthorised access or disclosure throughout the claims process.

If Quilter’s settlement offer does not adequately compensate for the discrepancies identified, AMK Legal will advocate on your behalf for a better resolution. We will engage in further negotiations with Quilter and if necessary refer your case for an independent review to the Financial Ombudsman Service, to secure a fair outcome.

Yes, if you are an executor or beneficiary of an estate where the deceased had investments with Quilter and you suspect overcharging or mismanagement, you can file a claim. We can assist you in gathering the necessary documentation and represent the estate in pursuing a claim to rectify any financial injustices experienced by the deceased.

Claims against Quilter must be filed within specific statutory deadlines, which can vary depending on the nature of the claim. AMK Legal can advise you on these particular deadlines and ensure that your claim is filed promptly to meet all regulatory requirements and avoid the statute of limitations.

If Quilter contacts you directly while your claim is being processed, it is important to refer them to AMK Legal. Our team will handle all communications to ensure your rights are not compromised and that negotiations are conducted in your best interest.

If you discover evidence of additional overcharging by Quilter after settling your claim, contact us immediately. Our experts will review the new evidence and can reopen your case or initiate a new claim to address these further discrepancies.

AMK Legal has extensive experience managing claims involving multiple financial products. Whether your concerns include investments or pensions, our team is equipped to handle complex claims involving diverse financial portfolios with Quilter.

To begin the claims process against Quilter with AMK Legal, you can reach us by calling, emailing, or filling out a contact form on our website.We will schedule an initial consultation to discuss the specifics of your situation, review any pertinent documents, and outline the steps involved in pursuing your claim. Remember the process is really simple in most cases and we won’t keep you on the call too long.