Quilter Financial Planning Revenue
Financial Services • 
London, England, United Kingdom • 201-500 Employees
Quilter Financial Planning revenue & valuation
| Annual revenue | $30,800,000 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $98,300,000 |
| Total funding | No funding |
Key Contacts at Quilter Financial Planning
Aaron Kaye
Regional Director
Amy Oddie
Regional Director
Lesley Brearley
Regional Director
Adrian Keane-Munday
National Sales Director - National Advice Business At Quilter Financial Planning
Alex Turton
Regional Director
Lee Barnes
Regional Director
Zara Bray
Distribution Director Mortgage & Protection
Oliver Mansfield
Regional Director
Andrew Clotworthy
Regional Director
Amanda Cassidy
Managing Director - National Advice Business
Company overview
| Headquarters | Senator House, 85 Queen Victoria Street, London, England EC4V 4AB, GB |
| Phone number | +442075625800 |
| Websites | |
| NAICS | 52 |
| SIC | 615 |
| Keywords | Retirement Planning, Mortgage Advice, Estate And Trust Planning, Savings And Investments Advice, Life Insurance And Protection Planning |
| Founded | 2005 |
| Employees | 201-500 |
| Socials |
Quilter Financial Planning Email Formats
Quilter Financial Planning uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 54.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 54.7% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 19.2% |
{last name}.{first name}@company.com | doe.john@company.com | 11.3% |
{first name}@company.com | john@company.com | 9.1% |
{first name}{last name}@company.com | johndoe@company.com | 5.7% |
About Quilter Financial Planning
Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice. Our advisers are focused on providing the right advice and solutions for their clients, both individuals and businesses. They operate across all markets, from wealth management and retirement planning advice through to dealing with your property wealth and personal and business protection needs. We understand that every financial adviser has unique needs and goals. That's why we offer a range of partnership options designed to support advisers at every stage of your business journey. We can help them: - launch, grow, run, or exit their business - or a combination of these - become a financial adviser - upskill their own staff, through the Quilter Academy. Talk to us today - we have a partnership option that's right for you: https://www.quilter.com/our-partnership-options/get-in-touch/
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Quilter Financial Planning has 172 employees across 13 departments.
Departments
Number of employees
Funding Data
Quilter Financial Planning has never raised funding before.
United States
Canada
Frequently asked questions
4.8
40,000 users
