Quilter

Quilter is a wealth management company in the UK that offers financial advice and a variety of investment products to assist clients in managing their finances.
  • Trust planning
  • Pension services
  • ISAs and Junior ISAs
  • Investment management
  • Financial advice services
  • Bespoke investment portfolios
  • Collective Investment Accounts

Size
Medium
Phone
N/A
Email
N/A
Locations
Senator House, 85 Queen Victoria St, EC4V 4AB
9:00 - 17:00
Tre-Ru House, The Leats, TR1 3AG
07376408123
9:00 - 17:00
Portland Terrace, SO14 7AY
08081712626
8:30 - 17:30
46 Hillsborough Rd, BT23 5PR
07497894907
9:00 - 17:00
24 Salisbury Rd, BH14 0DP
07581282440
Digital Popularity
Popularity over time
Social Media
Competitors
Fiske
Fiske is an independent investment management and stockbroking firm that has been operating since 1973.
MVAM Financial Advice
MVAM Financial Advice is a community-based investment business that focuses on building relationships with clients through communication and trust.
Lathe & Co Wealth Advisers
Lathe & Co Wealth Advisers is a truly independent financial advisory firm that prioritises the best interests of its clients without any affiliations to asset managers or networks.
Redmayne Bentley
Redmayne Bentley is one of the leading independently-owned private client investment management and stockbroking firms in the UK, established in 1875.
Company Details
Quilter is operated by Quilter Financial Advisers Limited and is a Active company incorporated on 31 January 2006 with the registered office located in London, City of London. Quilter Financial Advisers Limited was registered 19 years ago.

Status
Active
Size
Micro
Directors
4
Age
19 years old
Employees
Unreported
Turnover
£5.61M
Total Assets
£22.51M
Cash in Bank
£634K
Total Liabilities
-£34.48M

Director • Chief Executive Officer • British • Lives in UK • Born in Jul 1976
Director • British,south African • Lives in UK • Born in May 1974
Director • British • Lives in UK • Born in Oct 1968
Charles Derby Group Limited
PSC
Teams
All
1,197
Management
541
Finance
310
IT
210
Customer Service
181
Engineering
155
Other
52
Chief Executive Officer • Joined Nov 2022
Chief Executive Officer
Payroll Lead Manager • Joined Oct 2017
PA To Chairman • Joined Nov 2016
Non Executive Director • Joined Jul 2021
Non Executive Director • Joined Mar 2024
Non Executive Director • Joined Dec 2019
Non Executive Director • Joined Mar 2021
Executive Assistant To Chief Operating Officer • Joined Sep 2021
Marketing Communications Lead Executive • Joined Jun 2014
Chief Executive Officer • Joined Nov 2022
Chief Executive Officer
PA To Chairman • Joined Nov 2016
Non Executive Director • Joined Jul 2021
Non Executive Director • Joined Mar 2024
Non Executive Director • Joined Dec 2019
Non Executive Director • Joined Mar 2021
Lead Creative Design Manager • Joined Jun 2018
Salesforce Product Owner • Joined Jan 2021
Technology Product Owner • Joined Jul 2021
Salesforce Product Owner • Joined Jan 2021
Technology Product Owner • Joined Jul 2021
Chief Information Officer • Joined May 2023
Data Partner • Joined Jan 2024
Infrastructure Lead • Joined Apr 2020
Lead Business Analyst • Joined Jan 2020
Lead Business Analyst • Joined Oct 2024
Lead Business Analyst • Joined Dec 2024
Lead Business Analyst • Joined Sep 2024
Lead Business Analyst • Joined Jun 2018
Chief Distribution Officer • Joined Jan 2023
Chief Risk Officer
Finance Business Partner • Joined Nov 2018
Finance Business Partner • Joined Aug 2018
Finance Business Partner • Joined Jul 2021
Finance Business Partner
Payroll Lead • Joined Mar 2021
Finance Change Lead • Joined Nov 2022
Finance Change Lead • Joined Aug 2023
Finance Change Lead • Joined Jan 2023
Account Manager • Joined Apr 2024
Complaints Manager • Joined Jun 2019
Relationship Manager • Joined Aug 2021
Account Manager • Joined Apr 2018
Account Manager • Joined Aug 2021
Account Manager • Joined Jan 2020
Account Manager • Joined Jun 2021
Account Manager • Joined Nov 2015
Account Manager • Joined Jan 1997
Account Manager • Joined Jun 2023
Lead Creative Design Manager • Joined Jun 2018
Infrastructure Lead • Joined Apr 2020
Lead Data Engineer • Joined Apr 2021
Software Engineering Lead • Joined Feb 2022
Lead UX Architect • Joined Jan 2025
Lead UX Architect • Joined Oct 2021
Project Manager • Joined Feb 2015
Project Manager • Joined Oct 2022
Project Manager • Joined Jun 2024
Project Manager • Joined Jan 2021
Executive Assistant To Chief Operating Officer • Joined Sep 2021
Event Manager • Joined Jun 2024
Events Manager • Joined Apr 2018
Internal Communications Executive • Joined Apr 2023
Internal Communications Executive • Joined Oct 2021
Platform Marketing Manager • Joined Sep 2023
Key Account Manager • Joined Dec 2021
Brand Communications Manager • Joined Dec 2018
External Communications Manager • Joined May 2021
Senior Communications Manager • Joined Sep 2022
View 1,197 members