Quilter has appointed Tim Freeman to the newly created role of technology adoption director within Quilter Financial Planning.
Freeman joins from Openwork where he mostly recently served as strategic partnership development manager, having joined the firm in 2022.
Previously, Freeman spent seven years at St. James’s Place, including as head of financial wellbeing and private client proposition, and prior to that as head of private client service. Earlier in his career, he spent 13 years at HSBC several financial planning and relationship management roles.
In his new role, Freeman will help advisers and firms across the Quilter advice network make optimal use of the technology, tools and support available to them. His focus will be on ensuring advisers engage with and adopt technology with a view to enhancing adviser and client experiences and improving the business.
Warren Vickers, managing director of Quilter Financial Planning, said: “Having worked with Tim previously, I’m excited to see him bring his energy and experience to the team and to help our advisers embrace new technology and grow more effectively.
“He understands the opportunities and challenges advice businesses face because he has spent many years working closely alongside them. As we continue to invest in our technology proposition and the support we provide to advisers, his experience will be invaluable in ensuring firms get the greatest possible benefit from the tools and capabilities available to them.
Freeman added: “Having spent much of my career working closely with advisers and advice businesses, I’ve seen first-hand what makes the biggest difference to firms trying to grow, become more productive and deliver a great service to their clients.
“Quilter has ambitious plans for its advice business. I’m looking forward to getting out and meeting advisers and firms across the network, listening to what they need and helping make it as easy as possible for them to take advantage of the support, technology and capabilities Quilter can offer.”
