Quilter Financial Planning had added four more appointed representative firms to its advice network.
Dundee-based Andy Caterer Wealth Management joins, providing financial planning to both corporate and private clients. Caterer has worked in financial services for 38 years in various roles.
Fort Veritas Wealth in Tewkesbury is the second firm, led by financial advisers Hailey Roos and Julie Darling. Roos and Darling spent 13 years collectively working as independent advisers for a global advisory firm predominantly in sub-Saharan Africa before their firm was launched in 2022.
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Dickson & Co Wealth Management has also been signed up. The firm is based in Irvine, Ayrshire. Ashfaq Adenwala, the principal of the firm, is a chartered certified accountant and chartered tax adviser.
Crandles & Co, a financial advice firm based in Edinburgh led by Paul Crandles completes the quartet. He has over 16 years’ experience as a financial adviser. The firm specialises in providing financial advice for a range of businesses as well as tailored personal planning.
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Stephen Fryett, managing director of Quilter Financial Planning, said: “It’s a pleasure to welcome another four new firms led by experienced principals to our network. The principals of all four businesses share a commitment to delivering high quality advice, which is something we champion. We are excited to support these firms in their development and enable them to achieve their business aims.”
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