Insights

Leadership expansion Quilter Cheviot is expanding leadership with Andrew Fahy promoted to CEO of Europe and International Markets, signaling a strategic push into international growth and potential cross-border financial planning services across Europe.

Private markets move The partnership with KKR to enter private markets suggests opportunities to position tailored risk-managed investment solutions and diversified portfolios for high net worth clients seeking private asset exposure.

HNW divorce niche Launch of a financial support service for high-net-worth divorcees creates a targeted cross-sell path for wealth preservation, decumulation planning, and specialized advisory services around complex financial transitions.

Tailored income Introduction of the Tailored Income Service indicates readiness to offer bespoke decumulation and retirement income strategies, presenting a sale angle for clients seeking predictable cash flows and risk-managed withdrawals.

Sustainability edge Recognition as a Sustainability Focused label by the FCA and industry awards enhances credibility; leverage this to win mandates from sustainability-conscious clients and firms seeking responsible investing frameworks.

Quilter Cheviot - Financial Planning Tech Stack

Quilter Cheviot - Financial Planning uses 8 technology products and services including WordPress Super Cache, Adobe Illustrator, Microsoft 365, and more. Explore Quilter Cheviot - Financial Planning's tech stack below.

  • WordPress Super Cache
    Caching
  • Adobe Illustrator
    Cad & Graphics
  • Microsoft 365
    Email
  • Hoefler&Co
    Font Scripts
  • Chart.js
    Javascript Graphics
  • JsViews
    Javascript Libraries
  • ServiceNow
    Miscellaneous
  • Yoast SEO
    Search Engines

Media & News

Quilter Cheviot - Financial Planning's Email Address Formats

Quilter Cheviot - Financial Planning uses at least 2 format(s):
Quilter Cheviot - Financial Planning Email FormatsExamplePercentage
First.Last@quilter.comJohn.Doe@quilter.com
95%
First.Middle@quilter.comJohn.Michael@quilter.com
2%
FirstLast@quilter.comJohnDoe@quilter.com
2%
LastFi@quilter.comDoeJo@quilter.com
1%
First.Last@quiltercheviot.comJohn.Doe@quiltercheviot.com
96%
First.Middle@quiltercheviot.comJohn.Michael@quiltercheviot.com
4%

Frequently Asked Questions

What is Quilter Cheviot - Financial Planning's official website and social media links?

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Quilter Cheviot - Financial Planning's official website is quiltercheviot.com and has social profiles on LinkedIn.

How much revenue does Quilter Cheviot - Financial Planning generate?

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As of July 2026, Quilter Cheviot - Financial Planning's annual revenue is estimated to be $10M - $25M.

What is Quilter Cheviot - Financial Planning's NAICS code?

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Quilter Cheviot - Financial Planning's NAICS code is 52 - Finance and Insurance.

How many employees does Quilter Cheviot - Financial Planning have currently?

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As of July 2026, Quilter Cheviot - Financial Planning has approximately 93 employees across 1 continents, including Europe. Key team members include Financial Planning Manager: L. M.Paraplanning Manager: P. P. D.Client Relationship Manager: J. M.. Explore Quilter Cheviot - Financial Planning's employee directory with LeadIQ.

What industry does Quilter Cheviot - Financial Planning belong to?

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Quilter Cheviot - Financial Planning operates in the Financial Services industry.

What technology does Quilter Cheviot - Financial Planning use?

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Quilter Cheviot - Financial Planning's tech stack includes WordPress Super CacheAdobe IllustratorMicrosoft 365Hoefler&CoChart.jsJsViewsServiceNowYoast SEO.

What is Quilter Cheviot - Financial Planning's email format?

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Quilter Cheviot - Financial Planning's email format typically follows the pattern of First.Last@quilter.com. Find more Quilter Cheviot - Financial Planning email formats with LeadIQ.

When was Quilter Cheviot - Financial Planning founded?

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Quilter Cheviot - Financial Planning was founded in 2018.
Quilter Cheviot - Financial Planning logo

Quilter Cheviot - Financial Planning

Financial ServicesEngland, United Kingdom51-200 Employees

Quilter Cheviot’s Financial Planning unit provides forward-looking financial guidance for individuals as they navigate future financial needs. The planners take time to understand each client’s circumstances and goals, then develop a tailored plan aimed at helping them reach those objectives. The service includes ongoing support across milestones, retirement planning, wealth protection, and the management of lump sums.

Based in London, England, the firm is a mid-sized participant in the financial services sector focused on personal financial planning. In 2026, Andrew Fahy, the current CEO of Europe at Quilter Cheviot, was announced to assume expanded responsibilities as CEO of Europe and International Markets from July 2026. The company has engaged in leadership changes as part of its international strategy.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
51-200

Section iconFunding & Financials

  • $10M - $25M

    Quilter Cheviot - Financial Planning's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Quilter Cheviot - Financial Planning's revenue is estimated to be in the range of $10M - $25M

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