Quilter Financial Planning adds 4 new AR firms

Quilter Financial Planning, the restricted financial advice network of Quilter plc, has added four new appointed representative firms.

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Quilter adds 2 new firms to its advice network

Quilter Financial Planning has added two appointed representative firms to its network, including a new sports and entertainment specialist as well as South West-based Chartered Financial Planner Holroyd Wealth Management.

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Trio launch Financial Planning firm in Prestwick

Three experienced Financial Planners have set up their own new Financial Planning firm called Juniper based at Prestwick in Ayrshire, Scotland.

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Quilter AUM falls 5% year-on-year

Assets under management and administration for Financial Planner and wealth manager Quilter dropped 5% to £101.9bn in the first three months of the year, compared to £107.2bn in 2022.

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