Quilter Financial Planning has added three appointed representative (AR) firms to its advice network.
Quilter partnered with Efinity Wealth Ltd, led by Charles Davies, a chartered financial planner with over 15 years in the industry, based in Cheshire.
It has also partnered with Harris & Co Wealth Management, based in Belfast and launched in 2024, is run by Ross Harris, who has a 30-year track record in financial services, including time at St James’s Place.
Finally, Secure Financial Planning Ltd, located in Milton Keynes, is spearheaded by Manisha Savdas, a financial adviser with over nine years of experience, alongside Kalpesh Savdas.
These additions came after five other firms joined Quilter’s network earlier in December 2024.
Stephen Fryett, managing director of Quilter Financial Planning, said: “It’s a pleasure to round the year off by welcoming another three firms led by experienced principals to our network.
“We are excited to support these firms in their development.
“Looking ahead to 2025, we expect to welcome many more throughout the course of the year.”
