Award-winning Quilter investment platform

Our award-winning Quilter investment platform gives clients a much-improved overview and more control over their financial position. The user-friendly online platform offers a comprehensive, flexible range of products and investments, including exclusive investment solutions, as well as helpful interactive ‘Valuations’ and ‘Activities’ sections. It is also of great benefit to our financial advisers, helping them to continue to deliver the very best service to clients and their families.

The central online platform is accessible via computer, laptop, tablet, or smartphone, giving clients the ability to:

  • Login online wherever they are
  • View all savings in one place
  • Check the progress of transfers/fund switches/other transactions
  • See how their investments are performing
  • Choose an income schedule to suit
  • Request withdrawals
  • Save on paperwork and reduce unnecessary admin

Multi-Family Member Platform Discount

With ‘Family Linking’ we offer extra value on our platform through a multi-family member discount. By adding together all family investments (up to four generations can be linked), we calculate a reduced platform charge for all family members*.

  • Discounts on implementation fees for family members of 15%.
  • The removal of minimum fee levels for implementation fees for family members.

* Family members all need to be with the same financial adviser firm.

To find out more, speak with your financial adviser about Family Linking.

For clients already signed up, links to the platform can be found at the top of the Henderson Stone Asset Management website, under ‘Client Login’.

What our support team and advisers have to say…

“The Quilter platform is the most straightforward to use. Everything is clear and set out in a way that makes all the information easy to find…” Henderson Stone Support Team

“…the newly launched Platform offers a far improved experience for both client and adviser. I really like the interactive valuation facility which Advisers can use by hovering over the performance line to see the monetary historic valuation figure from within the past 12 month period at any given point in time. This feature is extremely helpful when having discussions with clients regarding past performance etc…” Henderson Stone Asset Management Adviser

Your award winning online investment platform

Discover the benefits of investing with Quilter, read our handy pdf guide below.

Introducing you to Quilter

Approver: Quilter Financial Limited, 13/02/2023

Henderson Stone Asset Management Ltd
Suite 3/1, Herbert House
26 Herbert Street
Glasgow G20 6NB

0141 352 7800 | 0141 729 8500

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The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Henderson Stone Asset Management Ltd is registered in Scotland. Company Number: SC585359. Registered address: Suite 3/1 Herbert House, 26 Herbert Street, Glasgow, Scotland, G20 6NB.