Quilter has signed deals with:

• Opal Wealth Management - based in Wolverhampton and run by Gary Stanfield, who has worked in financial services for over 26 years
• Hertfordshire-based Poole Wealth Management - launched in 2024 by principal, Neil Poole
• Virtus Wealth Ltd - a financial advice firm based in Southampton, led by Andrew Greenlees. Mr Greenlees previously spent four and a half years at wealth manager St James Place as a financial adviser, prior to the launch of Virtus Wealth Ltd this year
• Vision Wealth Management Ltd - an appointed representative of Quilter. The firm is based in Northamptonshire and provides Financial Planning to corporate and private clients. Adam Goodall, principal of Vision Wealth Management, has worked in financial services for 17 years

Stephen Fryett, managing director of Quilter Financial Planning, said: “We are thrilled to have welcomed four high quality firms to our network.

“We are looking forward to helping with the development and growth of these businesses and we’re really pleased that they have decided to partner with Quilter Financial Planning to help meet their long-term objectives.”

Quilter plc oversees £111.6 billion in customer investments (as at 31 March 2024) and has two key brands: Quilter and Quilter Cheviot.

Quilter includes the restricted advice Financial Planning businesses, Quilter Financial Planning, the Quilter investment platform and Quilter Investors, the multi-asset investment solutions business. Quilter Cheviot includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.