Quilter Financial Planning has added four new appointed representative firms to its advice network.
Firstly, Quilter has partnered with Dartford-based LDB Wealth Management, run by Lewis Burt and his wife Donna. Burt joins Quilter’s network from St James’s Place.
Next is Fife-based Sound Wealth Planning. The firm was founded by Graeme Oudney, a chartered certified accountant and former international track and field competitor. He launched the firm late last year.
The third of the group is Andrassy Parkin Financial Planning, based in Wakefield and led by Kathryn Andrassy and Kathryn Mumby. Andrassy is a chartered financial adviser and has 25 years of experience. Mumby has returned to the industry after working in the corporate world.
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Completing the quad is MacKenzie Financial Management, run by Alastair MacKenzie and based in Surrey. MacKenzie has nearly 35 years of experience in financial planning and wealth management and has owned the business for 20 years.
These appointments follow the addition of eight firms to Quilter’s advice network in December 2024.
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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.”
