Quilter adds a further four firms to its advice network

Quilter Financial Planning has added four new appointed representative (AR) firms to its advice network.

The firm has partnered with Dartford-based LDB Wealth Management, which is led by Lewis and Donna Burt, with Lewis Burt joining Quilter’s network from St. James’s Place.

Sound Wealth Planning was also added to the network. The firm is based in Fife and was founded by Graeme Oudney, a chartered certified accountant who launched Sound Wealth Planning late last year.

Quilter has also welcomed Andrassy Parkin Financial Planning to its network. The firm is based in Wakefield and led by Kathryn Andrassy and Kathryn Mumby.

Andrassy, a chartered financial adviser, has 25 years of experience in the profession, while Mumby has returned to the industry after a stint in the corporate world.

Finally, Surrey-based MacKenzie Financial Management, led by Alastair MacKenzie, has been added to Quilter’s network.

MacKenzie has nearly 35 years of experience in financial planning and wealth management, and has owned the business for 20 years.

These latest additions follow the eight other AR firms welcomed to the network in December, with five added early on in the month and three added later.

“It’s exciting to announce that a further four high quality firms have joined our network,” said Quilter Financial Planning managing director, Stephen Fryett.

“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.”



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