Quilter Financial Planning has announced it has added a further three appointed representative firms to its advice network.

The firm has partnered with Efinity Wealth Ltd, a Cheshire-based company run by Charles Davies, a chartered financial planner with more than 15 years’ experience in the financial services industry.

The second firm added to the advice list was Harris & Co Wealth Management, which is based in Belfast.

The company was launched in 2024 by principal Ross Harris, who has more than 30 years of experience within financial services and spent eight and half years at St. James’s Place.

Finally, Quilter welcomed Milton-Keynes based firm Secure Financial Planning Ltd to its network.

Secure Financial Planning is a financial advice company led by principals Manisha Savdas, who has worked as a financial adviser for over nine years, and Kalpesh Savdas.

These appointments to the network follow the recent additions of five other appointed representative firms that joined earlier this month.

Commenting on the announcement, Quilter Financial Planning managing director, Stephen Fryett, 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.”

---