Quilter Financial Planning Limited company overview
Quilter Financial Planning Limited is a private limited company registered with company number 05372217. It was incorporated on 22 Feb 2005 and its current status is active.
The registered office is at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. The company has 12 active officers. It was previously called Intrinsic Financial Services Limited and 1 other name.
Quilter Financial Planning Limited upcoming deadlines
Year end accounts
Due 30 Sep 2027
Confirmation statement
Due 7 May 2027
Corporation tax payment
Due 1 Oct 2027
Dates are the ones Companies House holds for this company. Late accounts trigger automatic Companies House penalties starting at £150, and HMRC charges interest on late corporation tax.
Quilter Financial Planning Limited at a glance
21 years
Trading age
7,935 days since incorporation
12
Active officers
Quilter, Christopher, Neeta, Moira
298
Filings on record
Latest: 2 Sep 2026
100/100
Filing health score
Accounts and statement up to date
Directors of Quilter Financial Planning Limited
Former officers
33 more officers are on the register. See all on Companies House
Nature of business (SIC codes)
64999
Financial intermediation not elsewhere classified
Allowable expenses for Quilter Financial Planning Limited
Based on Quilter Financial Planning Limited's SIC code (64999), these are typical tax-deductible expenses for a general business company. Claiming them lowers the profit you pay corporation tax on.
Vehicle & mileage
45p a mile for the first 10,000 business miles in a personal car.
Staff & director salaries
Wages, employer NI and pension contributions paid through PAYE.
Accountancy & legal fees
Bookkeeping, year-end accounts, tax advice and company secretarial costs.
Business insurance
Public liability, professional indemnity and employer's liability cover.
Phone & internet
Business mobile contracts, broadband and a share of home internet.
General guidance only — every expense must be wholly and exclusively for business. Ask an accountant
Tax guide for businesses like Quilter Financial Planning Limited
How much tax does a limited company pay?
UK companies pay corporation tax at 19% on profits up to £50,000, rising to 25% above £250,000, with marginal relief in between. Claiming every allowable expense reduces taxable profit.
Does a company like Quilter Financial Planning Limited need to register for VAT?
VAT registration is compulsory once taxable turnover passes £90,000 in any rolling 12 months. Many businesses register voluntarily to reclaim VAT on costs.
How much does an accountant cost for a limited company in London?
Fixed-fee accountants typically charge £60–£200 a month for a small limited company, covering year-end accounts, corporation tax and the confirmation statement.
Can directors of Quilter Financial Planning Limited pay themselves in dividends?
Most small company directors take a low salary plus dividends. Dividends are paid from profits after corporation tax, with an annual £500 dividend allowance.
Filing history
2 Sep 2026 · AP01
Appointment of Mr Kanayalal Amritlal Kotecha as a director on 1 Sep 2026
2 Sep 2026 · AP01
Appointment of Ms Kalvinder Atwal as a director on 1 Sep 2026
15 Aug 2026 · AA
Full accounts made up to 31 Dec 2025
6 Aug 2026 · SH01
Allotment of shares on 31 Jul 2026
14 May 2026 · TM01
Termination of appointment of George Mcgrimmon Reid as a director on 14 May 2026
5 May 2026 · CS01
Confirmation statement made on 23 Apr 2026 with updates
30 Apr 2026 · SH01
Allotment of shares on 9 Jan 2026
14 Jan 2026 · SH01
Allotment of shares on 9 Jan 2026
6 Jan 2026 · AP01
Appointment of Mr Andrew John Shirley Ross as a director on 1 Jan 2026
6 Nov 2025 · CH01
Director's details changed for Mr Steven David Levin on 4 Nov 2025
16 Sep 2025 · AA
Full accounts made up to 31 Dec 2024
16 Jun 2025 · SH01
Allotment of shares on 12 Jun 2025
1 May 2025 · CS01
Confirmation statement made on 23 Apr 2025 with updates
3 Apr 2025 · SH01
Allotment of shares on 27 Mar 2025
10 Mar 2025 · SH01
Allotment of shares on 3 Mar 2025
27 Feb 2025 · SH01
Allotment of shares on 18 Feb 2025
10 Oct 2024 · AP01
Appointment of Mrs Alison Clare Munro Morris as a director on 9 Sep 2024
26 Sep 2024 · SH01
Allotment of shares on 25 Sep 2024
16 Sep 2024 · TM01
Termination of appointment of Timothy James Breedon as a director on 11 Sep 2024
31 Aug 2024 · AA
Full accounts made up to 31 Dec 2023
Showing the latest 20 of 298 filings. See the full history on Companies House
Accounting services for Quilter Financial Planning Limited
From tax to payroll, find accountants who look after every part of Quilter Financial Planning Limited’s finances.
Year-end accounts
Statutory accounts prepared and filed with Companies House on time, every year.
Corporation tax
CT600 returns filed with HMRC and tax planned so you only pay what you owe.
Payroll
Pay your team on time every month, with RTI submissions and pensions handled.
VAT & bookkeeping
Keep your books tidy and your VAT returns MTD-ready all year round.
Confirmation statement
Your annual confirmation statement checked and filed before the deadline.
Management accounts
Monthly or quarterly reports so you can see how the business is really doing.
More about Quilter Financial Planning Limited
About Quilter Financial Planning Limited
Quilter Financial Planning Limited is a UK private limited company based in London, registered at Companies House as company number 05372217 since 22 Feb 2005. Its listed activities include financial intermediation not elsewhere classified. This page brings together its public record — directors, registered office, nature of business and filing history — in one easy place.
Quilter Financial Planning Limited filings and compliance
Every UK limited company must file annual accounts, a confirmation statement and a corporation tax return each year. Quilter Financial Planning Limited has 298 filings on record. Keeping on top of these deadlines avoids automatic penalties from Companies House and HMRC, which start at £150 for late accounts.
Looking for an accountant in London?
Businesses like Quilter Financial Planning Limited often use a local accountant for year-end accounts, corporation tax, VAT and payroll. Compare fixed-fee, regulated accountants near London and get free quotes in minutes.
This page shows public information from Companies House. Director of Quilter Financial Planning Limited?
Quilter Financial Planning Limited – frequently asked questions
What is the company number of Quilter Financial Planning Limited?
Quilter Financial Planning Limited is registered at Companies House under company number 05372217.
When was Quilter Financial Planning Limited incorporated?
Quilter Financial Planning Limited was incorporated on 22 Feb 2005 as a private limited company.
Who are the directors of Quilter Financial Planning Limited?
Current officers are Quilter Cosec Services Limited (corporate secretary), Christopher John Loraine Samuel (director), Neeta Avnash Kaur Atkar (director), Moira Kilcoyne (director), Steven David Levin (director), Ruth Markland (director) and 6 more.
What does Quilter Financial Planning Limited do?
The company's registered nature of business (SIC) is 64999 – Financial intermediation not elsewhere classified.
Where is Quilter Financial Planning Limited registered?
The registered office address is Senator House, 85 Queen Victoria Street, London, EC4V 4AB.
Is Quilter Financial Planning Limited still trading?
According to its latest Companies House record the company status is active. Its most recent filing was appointment of Mr Kanayalal Amritlal Kotecha as a director on 1 Sep 2026 on 2 Sep 2026.