Quilter Financial Planning has announced the addition of four appointed representative firms to its advice network.
Andy Caterer Wealth Management Ltd, Fort Veritas Wealth Ltd, Dickson & Co Wealth Management Ltd, and Crandles & Co Ltd have all joined Quilter Financial Planning.
Andy Caterer Wealth Management is a Dundee-based firm which provides financial planning to both corporate and private clients.
The firm’s principal, Andy Caterer, said: “I am delighted to be partnering with Quilter Financial Planning which is dedicated to supporting financial advice businesses.
“I am excited to work closely with the firm so that our clients can achieve the best possible outcomes.”
Fort Veritas Wealth is a firm based in Cotswolds, Tewkesbury and is led by financial advisers Hailey Roos and Julie Darling.
Roos and Darling have spent 13 years collectively working as independent advisers for a global advisory firm predominantly in sub-Saharan Africa before Fort Veritas Wealth was launched in 2022.
Roos commented: “We chose to join the Quilter network due to the expertise the company has to offer and the flexibility of its proposition.
“We are looking forward to this next chapter for our business.”
Meanwhile, Dickson & Co Wealth Management is a wealth management firm based in Irvine, Ayrshire.
Ashfaq Adenwala, the principal of the firm, is a chartered certified accountant and chartered tax adviser who has now set up the wealth management business alongside his accountancy firm to offer his clients “comprehensive and integrated” financial advice.
Lastly, Crandles & Co Limited is a financial advice firm based in Edinburgh led by Paul Crandles, who has over 16 years’ experience as a financial adviser.
The firm specialises in providing financial advice for a range of businesses as well as tailored personal planning.
Speaking on all the appointments, Quilter Financial Planning managing director, Stephen Fryett, said: “It’s a pleasure to welcome another four new firms by experienced principles to our network.
“The principals of all four businesses share a commitment to delivering high quality advice, which is something we champion.
“We are excited to support these firms in their development and enable them to achieve their business aims.”
tom.dunstan@ft.com
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