Quilter Financial Planning has added five appointed representative firms to its advice network.
Oakmont Financial Advice, Divitus Wealth, KDT Wealth Management, Nick Wells Financial Planning and Pimblott Financial Solutions have all joined the platform.
- Hove-based Oakmont Financial Advice serves clients across Sussex and is led by Samantha Lewin, previously part of mortgage and protection firm One Finance Group.
- Divitus Wealth, based in Slough, is led by foremer SJP adviser Amandeep (Aman) Mashiana, and serves clients across the South East.
- KDT Wealth Management was founded by Norwich-based adviser Kevin Trett after leaving a local directly authorised firm.
- Nick Wells runs the referral-based business Nick Wells Financial Planning, which is based in Banstead, Surrey. He has worked in financial services since 1989 and was previously self-employed at Sandringham.
- Pimblott Financial Solutions, based in West Yorkshire, is led by Craig Pimblott, who has more than 20 years’ financial advice experience. The firm has joined Quilter to support succession planning and access business and paraplanning support.
Warren Vickers, managing director at Quilter Financial Planning, said: “We are pleased to welcome these five firms, from newly established businesses to experienced advisers planning for succession.
“They want to retain control of their businesses while accessing support with growth, paraplanning and day-to-day operations. Our role is to provide that support so they can focus on their clients.”
Pimblott added: “After more than 20 years as a financial adviser, choosing the right network to support succession planning was crucial. Moving to Quilter was a decision I took carefully.
“Quilter’s reputation, product range and back-office support influenced my decision. Access to trusted paraplanning teams will help me grow the business in a way that works for me and my clients.”
