QUILTER FINANCIAL PLANNING LIMITED
Company number 05372217 · Monitor this company
Executive summary
Quilter Financial Planning Limited stands as a leader in the UK financial advice sector, leveraging the scale, governance, and vertically integrated ecosystem of its parent, Quilter PLC, to navigate an increasingly compliance-heavy market. While it faces the sector-wide challenges of fee compression and adviser attrition, its structural backing provides a distinct competitive moat against smaller, standalone intermediaries. Ultimately, its success remains tied to the broader group's ability to maximize platform synergies and retain top advisory talent in a highly mobile labor market.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2005-02-22
- Registered office
- Senator House, 85 Queen Victoria Street, London, United Kingdom, EC4V 4AB
- Postcode
- EC4V 4AB
- Capital
- 428 GBP
- Accounts category
- Full
- Charges
- 6 outstanding
Accounts
- Last made up to
- 2025-12-31
- Next due by
- 2027-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2026-04-23
- Next due by
- 2027-05-07
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 10 current · 44 resigned
Group structure 21 subsidiaries
Controlled by QUILTER HOLDINGS LIMITED — since 2016-04-06
Showing 12 of 21.
From persons-with-significant-control filings on the public register.
Modern slavery statement
Registered a modern slavery statement for 2025 (period to 2024-12-31) as part of the QUILTER PLC group statement — 6 years on the registry.
Read the statement summary on the government modern slavery statement registry. Contains public sector information licensed under the Open Government Licence v3.0.
Data protection registration
Registered with the ICO as a data protection fee payer — Z930325X (Tier 3), registered since 2005.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Gender pay gap
20%
Women's median hourly pay below men's, 2023/24
Contact details
- Website
- quilter.uk
Advice, investments and wealth management aiming to create brighter financial futures for every generation.
Previous company names
| Name | Date changed |
|---|---|
| INTRINSIC FINANCIAL SERVICES LIMITED | 2019-06-27 |
| CLEARHURST LIMITED | 2005-11-17 |
Previous registered addresses 3
| Address | Changed on |
|---|---|
| WAKEFIELD HOUSE ASPECT PARK, PIPERS WAY, SWINDON, SN3 1SA | 2015-09-01 |
| UPPER BANK STREET, LONDON, E14 5JJ | 2006-02-10 |
| 10 UPPER BANK STREET, LONDON, E14 5JJ | 2006-02-10 |
Among its peers
Among the oldest 25%
of 2,663 similar companies in EC, trading since 2005
The class of 2005
34%
of the 1,434 companies in this sector incorporated in 2005 are still active today; 64% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.