Quilter Financial Planning has added three new appointed representative firms to its advice network.
Cheshire-based Efinity Wealth run by principal Charles Davies has joined. Davies is a chartered financial planner with over 15 years of experience.
Harris & Co Wealth Management, based in Belfast has also been added. The firm was launched in 2024 by principal Ross Harris. He has over thirty years of experience within financial services and spent eight and a half years at St James’s Place.
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Completing the triple appointment, Milton Keynes-based Secure Financial Planning has joined up. It is led by principals Manisha Savdas and Kalpesh Savdas. Savdas has worked as financial adviser for over nine years.
Quilter’s network continues to expand regularly, with the company adding four firms in August.
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.”
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