FCA — United Kingdom
Quilter Financial Planning
Licence
Quilter Financial Planning Review — Overview
Regulation
Tier-1 regulated
Licence
FCA
Licence status
Active
Platforms
The Quilter app, the Quilter Investment Platform
Min. deposit
$99
Instruments
Forex and CFDs
Operating
Est. 2017
Main market
US
Entity
Quilter Financial Planning
Website
Unknown
Quilter Financial Planning is a forex & CFD broker based in Australia, established in 2017. On Trust Broker Hub it holds a Trust Score of 6.7 out of 10, which we rate as Fair — above the 5.3/10 average for brokers that hold a verified licence. Mixed profile — check regulation and conditions before depositing.
Crucially, Quilter Financial Planning is regulated by FCA, including at least one tier-1 regulator. Tier-1 regulation is the strongest sign of legitimacy: it normally requires segregated client funds, regular audits and access to a compensation scheme if the broker fails — meaningful protection for your money.
Quilter Financial Planning provides access to forex and CFDs. Published conditions include a minimum deposit of $99. No complaints are currently on record. Overall, Quilter Financial Planning has a mixed profile: check its regulation and conditions carefully before depositing.
Trust score breakdown
How is this calculated?
Weighted total
8.40
Data completeness
6 of 10 facts verified
60% ×0.80
Trust Score
6.7 / 10
Trust Score history
Quilter Financial Planning currently scores 6.7/10. The trend line will build here as the Trust Score is re-evaluated over time.
Pros
- Regulated by a tier-1 authority
- No unresolved complaints on record
- Listed in our verified broker directory
Cons
- Always verify the licence directly before depositing
Regulation
Tier 1 · Top
Verified
Offshore (tier-3) regulators typically have lower capital requirements and no compensation scheme. Funds may not be protected if the broker fails.
Trading conditions
| Instruments | Not disclosed |
| Minimum deposit | $99 |
| Maximum leverage | Not disclosed |
| Typical spread | Not disclosed |
| Platforms | The Quilter app, the Quilter Investment Platform |
| Demo account | ❌ |
We mark unverified fields as “Not disclosed” rather than estimate them.
Our verdict on Quilter Financial Planning
Our analysis · editorial
6.7/10
Tier-1 regulated, solid profile
Quilter Financial Planning holds a tier-1 regulatory licence (FCA). Based in Australia, it has been operating for about 9 years. We have no complaints on record against it. Weighing regulation, track record and complaint history, our Trust Score is 6.7/10 — a reasonable profile.
Strengths
- Authorised by a tier-1 regulator (FCA)
- Operating for 9 years
- No complaints on record with us
- Supports The Quilter app & the Quilter Investment Platform trading
- Accessible minimum deposit ($99)
Watch-outs
- Always confirm the licensed entity covers traders in your country
Bottom line: A reasonable option, but confirm the entity you open an account with is the regulated one.
This is Trust Broker Hub's data-driven editorial assessment — not a user review. It is generated automatically from regulation, licensing, company age and complaint records, and updates as those change.
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Quilter Financial Planning — Questions & Answers
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Complaints & alerts
No complaints or regulator warnings on record
We monitor regulator alert lists and user reports. We'll flag Quilter Financial Planning here if that changes.
Full specifications
Regulated region
Australia
Operating period
5-10 years
Main market
US
Year founded
2017
Frequently asked
Is Quilter Financial Planning a safe broker?
Quilter Financial Planning scores 6.7 / 10 on our Trust Score, above the 5.3 average for brokers that hold a verified licence. It holds tier-1 regulation, which offers strong investor protection. It has no complaints on record with us. Trade only with funds you can afford to lose.
How is the Quilter Financial Planning trust score calculated?
The score weighs five factors: regulation tier, transparency of disclosures, operating footprint, user sentiment, and complaint history. Each is scored out of 10 and combined into the overall figure shown at the top. Read our methodology.
What does "offshore regulated" mean?
It means the broker's licence comes from a jurisdiction with lighter requirements than tier-1 regulators like the FCA or ASIC. There's usually no compensation scheme, so recovering funds can be difficult if the broker fails.
Can I withdraw funds easily from Quilter Financial Planning?
Quilter Financial Planning publishes some trading terms, but always confirm withdrawal fees directly. Test with a small amount first and document every transaction.