Quilter Financial Planning, the financial advice network of FTSE 250-listed Quilter plc, has added five new appointed representative firms to its advice network.
Quilter has partnered with Bibby & Co, Personal Financial Matters, Adams and Poole Financial Services, James Joseph Generational Wealth Planning and Redgate Financial Ltd.
Bibby & Co is a Liverpool-based firm which was launched this year by principal Chris Bibby, who worked for St James’s Place for just under eight years prior to launching the firm.
Personal Financial Matters is a family practice based in Wolverhampton and led by principal Babita Nahal alongside her brother Anil Duggal. Babita and Anil decided to launch their own financial planning business following a successful 16 years as a mortgage advice practice.
Adams and Poole Financial Services is run by principals Anthony Poole, who is based in Manchester, and Sam Adams, based in Uttoxeter. Anthony previously worked as an adviser for St James’s Place, while Sam was an appointed representative for New Leaf Distribution before launching the advice firm together.
James Joseph Generational Wealth Planning is based in Essex and run by principal Tony Farrell, a chartered adviser who holds over 35 years of industry experience.
Redgate Financial Ltd is a wealth management firm based near Bromley, run by principal, Edward Tory, and his wife, Emily Tory. Edward has worked as a qualified adviser for the past six years prior to launching Redgate Financial Ltd.
Stephen Fryett, managing director of Quilter Financial Planning said: “We are delighted to welcome five more high-quality firms to the Quilter Financial Planning network after a successful year. We look forward to collaborating closely with these firms, supporting their growth and development plans. Throughout 2024, we have welcomed numerous new firms and anticipate welcoming many more in the coming year.”
