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:
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Verified contacts
200
available on Kipplo
LinkedIn employees
357
501 to 1000 range
Open roles
—
no listings
Distinct roles
173
indexed titles
Tech stack
8
tools in use
Monthly traffic
1.1K
organic / mo
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- AO
Amy Oddie
Regional Director · General Business & Management
EmailPhone - KJ
Kevin Jeffries
Regional Director · General Business & Management
EmailPhone - OM
Oliver Mansfield
Regional Director · General Business & Management
EmailPhone - LM
Leanne Morris
Business Readiness Co-ordinator · Operations
EmailPhone - SM
Sean McCaughey
Establishment Manager · Construction
EmailPhone - EL
Emily Ludgate
Business Assurance Assessor-pensions and Investments · Finance & Accounting
EmailPhone - NF
Nick Finney
Risk Administrator · Operations
EmailPhone - SG
Suzanne Gibbons
Project Administrator · Operations
EmailPhone - TP
Tracy Porter
Risk Management Analyst · Finance & Accounting
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Quilter Financial Planning
173 distinct titles indexed · top 10 shown.
- 14business quality assessor
- 12financial advisor
- 9financial planning consultant
- 8trainee financial planner
- 7regional director
- 6business assurance assessor
- 6paraplanner
- 6senior relationship manager
- 4complaints investigator
- 4field coach
- +163more titles
Sign up to unlock all 200 contacts at Quilter Financial Planning
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