Quilter Financial Planning has added five more appointed representative firms to its advice network.
Firstly, Oakmont Financial Advice is based in Hove and serves clients across Sussex. It is led by Samantha Lewin, previously part of mortgage and protection firm One Finance Group.
Divitus Wealth based in Slough, has also been added, led by Amandeep (Aman) Mashiana, who has more than 17 years’ wealth management experience., including at SJP.
KDT Wealth Management has joined the network as well. It was founded by Norwich-based adviser Kevin Trett after leaving a local directly authorised firm.
Surrey-based Nick Wells Financial Planning has been added too. Wells has worked in financial services since 1989 and runs the referral-based business alongside his wife, Tracey.
Pimblott Financial Solutions makes up the quintet. It is based in West Yorkshire and is led by Craig Pimblott, who has more than 20 years’ financial advice experience.
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.”
See also: Estate planning firm Freyr Investment Management launches
