Insights

Sustainability Recognition Quilter Cheviot has recently attained the FCA Sustainability Focused label, highlighting their commitment to environmentally and socially responsible investing, which could be an entry point to offer ESG-focused technology solutions or partnership opportunities.

Digital Innovation The company's use of advanced tech stacks such as PWA, Oracle, and GitHub indicates a focus on digital transformation, suggesting opportunities to provide innovative software, cloud services, or cybersecurity solutions to enhance their digital infrastructure.

Expanding Service Offerings The launch of tailored services like the Tailored Income Service demonstrates a focus on personalized financial products, opening avenues to introduce data analytics, client engagement platforms, or CRM systems to support bespoke client solutions.

Strategic Hiring & Growth Recent high-profile hires, including a new CEO, head of client development, and investment director, reveal an active growth strategy that may benefit from leadership development tools, executive training software, or consultancy services aimed at scaling operations.

Private Market Entry The company's partnership with KKR to enter private markets presents an opportunity to offer private market technology platforms, fund administration systems, or investor relations solutions tailored to alternative investment services.

Similar companies to Quilter Cheviot - Financial Planning

Quilter Cheviot - Financial Planning Tech Stack

Quilter Cheviot - Financial Planning uses 8 technology products and services including Adobe Photoshop, GitHub, Oracle, and more. Explore Quilter Cheviot - Financial Planning's tech stack below.

  • Adobe Photoshop
    Cad & Graphics
  • GitHub
    Communication And Collaboration
  • Oracle
    Enterprise
  • Willis Towers Watson
    Human Resource Management System
  • JsObservable
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • PWA
    Miscellaneous
  • X-XSS-Protection
    Security

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
94%
First.Middle@quilter.comJohn.Michael@quilter.com
2%
FirstLast@quilter.comJohnDoe@quilter.com
2%
LastFi@quilter.comDoeJo@quilter.com
1%
First@quilter.comJohn@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.

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 December 2025, Quilter Cheviot - Financial Planning has approximately 101 employees across 2 continents, including EuropeOceania. Key team members include Vice Chairman: N. S.Regional Director: H. G. D.Regional Financial Planning Director: S. E.. 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 Adobe PhotoshopGitHubOracleWillis Towers WatsonJsObservablejQueryPWAX-XSS-Protection.

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

Financial ServicesEngland, United Kingdom51-200 Employees

Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future. We take the time to fully understand your circumstances and objectives and develop a tailored financial plan to help you to achieve your financial goals.  
Our Financial Planners provide exceptional, ongoing support, helping individuals make plans for a range of important topics: 
-Planning for the milestones in life 
-Planning for retirement 
-Protecting wealth 
-Managing lump sums 
 
IMPORTANT: Investors should remember that the value of pensions and investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. You may not recover what you invest. Investments or investment services referred to may not be suitable for all recipients, if you are in any doubt you should seek independent financial advice.  
The information published on LinkedIn (“Social Media”) by Quilter Cheviot Limited (“Quilter Cheviot”) should be used for information purposes only. None of the information contained on the Social Media constitutes: financial or other professional advice (whether legal, tax, accounting or otherwise); or a recommendation, offer or solicitation to purchase (or sell) an investment. In addition to the terms outlined here, the terms and conditions on http://www.quiltercheviot.com/important-information/ shall apply to the Social Media as if the term ‘Website’ referred to ‘Social Media’ instead. 
 
Website 
https://www.quiltercheviot.com/financial-planning/

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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