Quilter Financial Planning Overview
- Year Founded
-
2006
- Status
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Acquired/Merged
- Employees
-
335
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
- Investments
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7
Quilter Financial Planning General Information
Description
Operator of a wealth management company based in London, United Kingdom. The company offers pensions, investment bonds, family linking and cash-saving accounts, thereby helping its clients to create prosperity for the generations of today and tomorrow.
Contact Information
Corporate Office
- Senator House
- 85 Queen Victoria Street
- London EC4V 4AB
- England, United Kingdom
Corporate Office
- Senator House
- 85 Queen Victoria Street
- London EC4V 4AB
- England, United Kingdom
Quilter Financial Planning Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Quilter Financial Planning Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Quilter Financial Planning Investments & Acquisitions (7)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Lighthouse Group | 12-Jun-2019 | Other Financial Services | |||
| Charles Derby Financial Services | 09-Jun-2017 | Other Financial Services | |||
| CAERUS Capital Group | 02-Jun-2017 | Other Financial Services | |||
| The Financial Adviser School | 01-Feb-2016 | Education and Training Services (B2B) | |||
| Positive Solutions Financial Services | 01-Sep-2013 | Merger/Acquisition | Consulting Services (B2B) |
Quilter Financial Planning Subsidiaries (4)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Intrinsic Cirilium Investment Company | Asset Management | London, United Kingdom | 2000 |
| The Financial Adviser School | Education and Training Services (B2B) | Huddersfield, United Kingdom | |
| Positive Solutions Financial Services | Consulting Services (B2B) | Newcastle upon Tyne, United Kingdom | |
| Lighthouse Group | Investment Bank | London, United Kingdom |
Quilter Financial Planning FAQs
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When was Quilter Financial Planning founded?
Quilter Financial Planning was founded in 2006.
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Who is the founder of Quilter Financial Planning?
Richard Freeman and Wallace Dobbin are the founders of Quilter Financial Planning.
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Where is Quilter Financial Planning headquartered?
Quilter Financial Planning is headquartered in London, United Kingdom.
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What is the size of Quilter Financial Planning?
Quilter Financial Planning has 335 total employees.
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What industry is Quilter Financial Planning in?
Quilter Financial Planning’s primary industry is Asset Management.
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Is Quilter Financial Planning a private or public company?
Quilter Financial Planning is a Private company.
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What is Quilter Financial Planning’s current revenue?
The current revenue for Quilter Financial Planning is .
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When was Quilter Financial Planning acquired?
Quilter Financial Planning was acquired on 28-Feb-2014.
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Who acquired Quilter Financial Planning?
Quilter Financial Planning was acquired by Old Mutual.
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