Quilter Invest: Grow Wealth

Part of Quilter, a FTSE 250–listed wealth management group managing over £100bn in assets, Quilter Invest brings trusted expertise together with a simple, modern investment app. Built on clear information, simple explanations and targeted support to help you understand your investment options. Start investing in your favourite brands. Explore Quilter MyGoals - expertly managed ready‑made investment options designed to match different levels of experience. Discover how targeted support can help you understand your investment options, without providing personalised financial advice or carrying out a full financial review. Whether you’re new to investing or refining a long term plan, Quilter Invest makes it easier to save, invest and grow your money. Investment values can go down as well as up. Authorised and regulated by the Financial Conduct Authority. Why choose Quilter Invest? • Simple, low cost investing built for the UK • Targeted support and guidance to build your confidence • Auto Invest for easy, regular investing • Stocks & Shares ISA, SIPP, Junior ISA and GIA • Award winning investment app • Backed by the Quilter Group Quilter MyGoals – investing made clearer Not sure where to start? Quilter MyGoals are expertly designed funds that match your experience and comfort with risk. Choose from clearly defined risk profiles, from lower risk options to higher growth approaches, with portfolios built and managed by our experts. As your needs evolve, MyGoals help you progress with confidence, backed by targeted support and simple explanations along the way. Invest your way • Invest in UK & global shares and 35+ themed funds • Popular themes include Pure Gold, The Techie and The Green Machine • Commission free investing (FX or other fees may apply) • Auto Invest to stay consistent without the hassle Accounts to match your goals • Stocks & Shares ISA – invest up to £20,000 tax efficiently each year • Junior ISA – invest for your child’s future, tax free • General Investment Account (GIA) – invest without annual limits • Self Invested Personal Pension (SIPP) – invest for retirement with tax relief on contributions • Fast, free transfers of existing ISAs, SIPPs, JISAs and Child Trust Funds Simple, transparent pricing • £2 per month platform fee • 0.25% annual management fee • No hidden charges Easy Access Savings Save alongside investing with our Easy Access Savings Account, provided in partnership with GB Bank, a fully authorised UK bank. • Track the Bank of England base rate (minus up to 0.5%) • Deposit anytime, withdraw once a month • Interest earned daily • FSCS protection up to £120,000 Learn as you grow Build confidence with our free Learning Hub, including: • Beginner friendly investing guides • Clear explanations of risk, tax and investing basics • Practical support designed for UK investors Award winning investment app • UK FinTech Investment Tech of the Year (2022 & 2023) • Finder ISA Innovation Winner (2022) • Boring Money – Best for Beginners (2022) • Featured in The Telegraph, The Times and Yahoo Finance Security you can trust • Part of the Quilter Group • FCA authorised and regulated • FSCS protection up to £120,000 on eligible deposits • Bank level 256 bit encryption Important information Investing involves risk. Investment values can rise and fall, so you may get back less than you invest. FX or other fees may apply. Tax treatment depends on your individual circumstances and may change in the future. Get started today Download Quilter Invest and start saving and investing with clarity, backed by trusted expertise and targeted support.