Quilter vs Regis Bentley

With the Quilter app, you can: • go paperless and view your documents online • view valuations and performance • check if a transaction has gone through, including money paid in and out • keep your personal details up to date (such as your email address and security information) • carry out simple instructions, such as switches, plus top up your ISA or Collective Investment Account. For customers already registered for Quilter’s online Customer Centre, you can use the same login details you use when accessing the online Customer Centre. We have designed our app using the latest security features to protect your investments and for your peace of mind. This app is for Quilter platform customers only. It is not currently available for Quilter Cheviot, Quilter Investors, Quilter Financial Planning, or Quilter Financial Advisers. The importance of financial advice: We always recommend you seek financial advice before making changes to your investments, for example, when adding or withdrawing money and when changing your investment choice. Your investment may fall or rise in value and you may not get back what you put in.

Gain access to the tools you need for financial planning success with our online client portal. The Regis Bentley app is a service provided by Regis Bentley Limited and powered by Moneyinfo that gives you a complete picture of your financial life. Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork. One place for everything financial. Here’s a few of the things the Regis Bentley app can help you with – • From a single investment to an extensive investment portfolio; the Regis Bentley app makes it simple to understand how your investments are doing with daily valuations, share and fund prices. • Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time. • Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial goals. • Tracking your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate. Simplifying finding the information when you need it most. • Making better financial decisions and answering questions such as; Can I afford to buy my house? Am I saving enough towards my retirement? When can I retire? • Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants? The Regis Bentley app makes understanding and keeping track of your money both easy and safe. The Regis Bentley app is available to clients of Regis Bentley Limited. If you don't already have access to your own Regis Bentley Limited account, contact the team at info@regisbentley.com .