Quilter Monetary Planning, the restricted monetary recommendation community of Quilter plc, has added 4 new appointed consultant companies to its recommendation community.
The 4 new companies are primarily based in Dundee, Tewkesbury within the Cotswolds, Irvine in Ayrshire and Edinburgh.
Stephen Fryett, managing director of Quilter Monetary Planning, mentioned: “The principals of all 4 companies share a dedication to delivering high-quality recommendation, which is one thing we champion. We’re excited to assist these companies of their improvement and allow them to realize their enterprise goals.”
One of many companies is Andy Caterer Wealth Administration Ltd, a agency primarily based in Dundee, which offers Monetary Planning to company and personal shoppers. Andy Caterer, principal of the enterprise, has labored in monetary providers for 38 years in varied roles.
He mentioned: “I’m excited to work carefully with Quilter in order that our shoppers can obtain the very best outcomes.”
One other new addition is Fort Veritas Wealth Ltd situated in Tewkesbury within the Cotswolds and led by monetary advisers Hailey Roos and Julie Darling. The pair spent 13 years collectively working as unbiased advisers for a world advisory agency predominantly in sub-Saharan Africa earlier than Fort Veritas Wealth Ltd was launched in 2022.
Hailey Roos mentioned: “We selected to affix the Quilter community because of the experience the corporate has to supply and the pliability of its proposition.”
Additionally becoming a member of Quilter Monetary Planning is Dickson & Co Wealth Administration Ltd, a wealth administration agency primarily based in Irvine, Ayrshire. Ashfaq Adenwala, the principal of the agency, is a chartered licensed accountant and chartered tax adviser.
He mentioned: “Our most important goal is to offer high-quality monetary recommendation which helps shoppers meet their monetary goals. We all know from Quilter’s success that the enterprise is effectively positioned to assist this purpose.”
The fourth agency to affix Quilter’s community is Crandles & Co Restricted, a monetary recommendation agency primarily based in Edinburgh led by Paul Crandles, who has greater than 16 years’ expertise as a monetary adviser. The agency specialises in offering monetary recommendation for a spread of companies in addition to tailor-made private planning.
Mr Crandle mentioned: “Having labored inside the monetary providers trade for over a decade, we recognise Quilter as a revered model which presents shoppers a versatile strategy to monetary recommendation.”
The appointments comply with the latest additions of 4 different AR companies that joined Quilter’s recommendation community in June 2024.
Quilter plc oversees £111.6bn in buyer investments (as at 31 March 2024) and has two key manufacturers: Quilter and Quilter Cheviot. Quilter contains the restricted recommendation Monetary Planning companies, Quilter Monetary Planning, the Quilter funding platform and Quilter Traders, the multi-asset funding options enterprise. Quilter Cheviot contains the discretionary fund administration enterprise, Quilter Cheviot, along with Quilter Cheviot Monetary Planning.