Quilter adds four firms to advice network

Quilter Financial Planning has welcomed four new representative firms to its advice network.

The appointments come after the financial advice network of Quilter added four other appointed representative companies to the partnership last month.

The company has welcomed Dundee-based firm, Andy Caterer Wealth Management, to the network. It provides financial planning to both corporate and private clients and the principal of the business, Andy Caterer, has worked in financial services for almost four decades in the industry.

Fort Veritas Wealth is the second firm to join the network in the latest round of sign ups. The company, which is headquartered in Tewkesbury, is led by financial advisers, Hailey Roos and Julie Darling. The pair spent 13 years collectively working as independent advisers for a global advisory firm, predominately in sub-Saharan Africa, before launching Fort Veritas Wealth in 2022.

Dickson & Co Wealth Management and Crandles & Co have also joined Quilter’s network.

Dickson & Co is a wealth management firm based in Irvine, Scotland. Principal of the firm, Ashfaq Adenwala, is a chartered certified accountant and chartered tax adviser, set up the business alongside his accountancy firm to offer his clients comprehensive and integrated financial advice.

Edinburgh-based Crandles & Co is 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.

Managing director at Quilter Financial Planning, Stephen Fryett, said: "It’s a pleasure to welcome another four new firms led by experienced principals 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."



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