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Rachel Stones
Senior Regulatory Risk Manager at Quilter Financial Planning
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Work Experience
Senior Regulatory Risk Manager
May 2017 - Present · 7 years and 7 months
bartlett wealth management
Operations Manager
Oct 2016 - Apr 2017 · 6 months
Head Of Field Risk
Jan 2016 - Oct 2016 · 9 months
Company Details
501-1000 Employees
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. Led by a highly accomplished and experienced management team, Quilter Financial Planning has the resources, the financial strength and a track record of success to deliver invaluable guidance and support to our members. Since launch we have consistently exceeded market expectations. In 2017 our net revenue was in excess of £70m, making Quilter Financial Planning one of the most successful and fastest growing financial services businesses. What this means for our advisers and their customers is that we continually invest in our business to improve our proposition, our service and the dedicated support we provide.
Year Founded
2005
Social Media
Linkedin
Industry
Financial Services, Capital and financial investment consultants, Financial and insurance services, Business Services
HQ Location
Senator House 85 Queen Victoria Street London, England EC4V 4AB, GB
Keywords
Savings and investments adviceRetirement planningEstate and trust planningMortgage adviceLife Insurance and protection planning
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