Quilter Financial Planning Revenue and Competitors

Swindon, UK

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Quilter Financial Planning's estimated annual revenue is currently $94.2M per year.(i)
  • Quilter Financial Planning's estimated revenue per employee is $262,500

Employee Data

  • Quilter Financial Planning has 359 Employees.(i)
  • Quilter Financial Planning grew their employee count by -1% last year.

Quilter Financial Planning's People

NameTitleEmail/Phone
1
Authorisations Team ManagerReveal Email/Phone
2
Training And Development ConsultantReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$55.7M241-24%N/AN/A
#2
$12.5M66-3%N/AN/A
#3
$3.4M230%N/AN/A
#4
$16.2M7728%N/AN/A
#5
$48M2082%N/AN/A
#6
$85.1M32419%N/AN/A
#7
$88.2M33640%N/AN/A
#8
$411M139817%N/AN/A
#9
$105.3M40155%N/AN/A
#10
$105.9M3975%$878.2MN/A
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What Is Quilter Financial Planning?

Established in 2005 by Lord Leitch, former global CEO of Zurich Financial Services'​ life businesses, Quilter Financial Planning (formerly Intrinsic) has become one of the UK's fastest growing Financial Advice Services companies. Powered by our people, our members and our principles, Quilter Financial Planning continues to go from strength to strength and has grown to become the UK's largest distributor of financial advice. Quilter Financial Planning is one of the leading financial advice networks in the UK, with a strong track record of delivering great customer solutions. Quilter Financial Planning itself is part of Quilter, a company with real financial strength that offers long-term security for all its customers. 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. Led by a highly accomplished and experienced management team, Quilter Financial Planning has the resources, the financial strength and a track record of success to deliver invaluable guidance and support to our members. What this means for our advisers and their customers is that we continually invest in our business to improve our proposition, our service and the dedicated support we provide. Quilter Financial Planning Limited is registered as a company in England And Wales, Reg no. 5372217. Registered Office: Wiltshire Court, Farnsby Street, Swindon, SN1 5AH. Please visit www.quilterfinancialplanning.co.uk/legal/ for legal and regulatory information of our child companies.

keywords:N/A

N/A

Total Funding

359

Number of Employees

$94.2M

Revenue (est)

-1%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Quilter Financial Planning News

2022-04-17 - Who's Moving Where In Wealth Management? – Quilter ...

Patrick Good and Tom O'Dea are joining QCE from Kennelly Tax Advisers (KTA) and PwC respectively to boost QCE's financial planning...

2022-04-17 - Barclays Reaffirms Sell Rating for Quilter (OTCMKTS:QUILF)

... and Quilter Financial Planning, a restricted and independent financial adviser network that provides mortgage and financial planning...

2022-03-30 - Five female advisers on how they advise women

... managing director at Quilter Financial Planning. ... Female financial planners grasp these hardships that women can face, says Gretchen...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$152.5M39628%N/A
#2
$51.8M4066%N/A
#3
$35M4070%N/A
#4
$203M4926%N/A
#5
$181.2M53716%N/A