Quilter Financial Planning, the financial advice network of FTSE 250-listed Quilter plc, has welcomed four new appointed representative firms to its advice network.
The firms are LDB Wealth Management, Sound Wealth Planning, Andrassy Parkin Financial Planning and MacKenzie Financial Management.
LDB Wealth Management is by Lewis Burt alongside his wife Donna and is based in Dartford. Lewis joins Quilter’s network from St James’s Place.
Sound Wealth Planning, based in Fife, was founded by Graeme Oudney, a chartered certified accountant and former international in track and field competitor. He launched Sound Wealth Planning late last year.
Andrassy Parkin Financial Planning, located in Wakefield is led by Kathryn Andrassy and Kathryn Mumby. Andrassy, a chartered financial adviser, has 25 years of experience in the profession. Mumby has returned to the industry after in the corporate world.
MacKenzie Financial Management is led by Alastair MacKenzie and based in Surrey. He has nearly 35 years of experience in financial planning and wealth management and has owned the business for 20 years.
These appointments follow the recent addition of eight other AR firms that joined Quilter’s advice network in December 2024.
Stephen Fryett, managing director of Quilter Financial Planning, said: “It’s exciting to announce that a further four high quality firms have joined our network. All four firms have big ambitions to grow their businesses and share our commitment to delivering high-quality advice and service to their clients. We look forward to supporting their growth and development with Quilter Financial Planning.”
