Refer clients who aren't yet advice-ready, & build a future pipeline

Use promo code QUILTER2025 for our exclusive Quilter staff and adviser benefit; no subscription fee and a reduced annual platform fee of 0.10%. Subject to terms.
Remember, when investing your capital is at risk
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How does it work
Secure. Trusted. Award-winning.

Refer your future clients

Supporting you as advisers

Build relationships with advice clients of the future and strengthen connections between generations to manage the intergenerational transfer of wealth.

Building a pipeline for the future

Ability for clients to start growing their wealth, and when they’er ready for advice be directed straight back to you. This is the incubator for future advised clients.

Enabling clients to start investing, start learning

An app that lets clients invest directly in a range of Quilter funds while maintaining a link to advice

How it works

1
Client Engagement

A new client or relative of an existing client that you deem not suitable for advice

2
Adviser refers to Quilter Invest

You use the email template that includes onboarding instructions and your unique referral code.

3
Client downloads app​

Advisers can track all leads referred to Quilter Invest through the adviser portal.

4
Adviser Monitoring

Advisers can track all leads referred to Quilter Invest through the adviser.

5
Advice loop

If the client seeks advice in the future, they will be directed straight back to you.

6
Adviser led re-engagement

Automatic alerts notify you when a client reaches a level that may warrant advice.

Benefits

Why your clients will love Quilter Invest?

Put your investments on auto-pilot

Save time and effort

Invest a fixed monthly amount into selected funds or stocks automatically. It’s a smart, consistent way to grow your portfolio without the hassle - ideal for busy lives and long-term goals. 
Deposit Successful confirmation screen showing instant deposit and new cash balance of £100.00 with a yellow Continue button.

Invest when it suits you

Add to your investing account in minutes with instant deposits. Never miss a chance to invest in your favourite stock or ETF.
A woman and a man each looking at their phones, with the text 'Investing know-how' and Quilter Invest logos on a light background.

Investing Resources

Grow your know-how  Explore our library of bite-sized articles, beginner-friendly courses, and in-depth FAQs - all designed to help you build confidence and make informed decisions as you invest. 
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Need a hand? We’ve got you.

Our friendly UK-based support team is here to help - fast, reliable, and easy to reach whenever you need guidance or have a question.
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Remember, when investing your capital is at risk.
Line graph showing investment growth with fees from ages 30, 40, and 50 to 60, ending at £273,898, £111,854, and £35,746 respectively.

Youth is strength. Start early, maximise your potential.

This example shows how investing £200 a month at different ages can impact the total value of your portfolio over time. The chart compares starting at 30, 40, and 50 years old, assuming an annual return of 8% before fees. It highlights how the earlier you begin, the more time your money has to potentially grow through compounding.
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Get started
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This example shows the impact of investing £200 a month from ages 30, 40, and 50, assuming an 8% annual return and including our 0.15% ongoing charge. It illustrates how starting earlier gives your money more time to potentially grow through compounding. Capital is at risk.

Get started in minutes with Quilter Invest app

Download Quilter Invest

Get the app on iOS or Android and register in just a few minutes.
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Add code QUILTER2025

Enter your code during sign-up to activate your exclusive Staff and Advisers rate.

Kickstart your portfolio

Invest in your favourite brands and ready-made funds like MyGoal - built by Quilter experts. 

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Trusted by thousands

"Super easy to use and great app. I will definitely keep using for future investing. Will also recommend to family and friends."
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Easy to use and easy to follow. Easy to use and easy to follow. Makes investing affordable and a lot less complicated.
" Perfect I'm pretty time poor & this app gives me great access to tech stocks in Europe and the US while also helping me build a balanced portfolio & save each month without having to worry..."
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"Great little app Would highly recommend to those new to investing in stocks and shares. Simple and effective UI."
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"Great ux, low charges and easy to set up. Great ux, helpful guides for beginner investors, low charging structure and easy to register."
"Makes investing really accessable. I really like the mix of fractional shares and ETFs, helps me to build a really diverse portfolio really  quickly. UX is slick and easy to use. Top marks from me!"
"This is a great app This is a great app for the new investors. Very easy to use and it works like a saving account! 10/10"
"Wow, what a great app! Great, easy, intuitive UI. Easy investing with great returns (so far). I'm a big fan of the themed funds, gives the  user a sense of purpose behind their investment. All round ...
"Best trading app for beginners It's easy to use and best in the market app, specially for beginners."
Fantastic app, simple, quick and easy to understand with helpful customer service. Great for long term investors. Love the instant  deposit feature.. Keep up the good work NuWealth!