Quilter adds five appointed representatives to advice network

Quilter Financial Planning has added five appointed representative firms to its advice network.

Oakmont Financial Advice, Divitus Wealth, KDT Wealth Management, Nick Wells Financial Planning, and Pimblott Financial Solutions have all joined the network.

Hove-based Oakmont Financial Advice serves clients across Sussex and is led by Samantha Lewin, previously part of One Finance Group.

Divitus Wealth, based in Slough, is led by Amandeep Mashiana, who has more than 17 years of wealth management experience, including at St. James’s Place.

KDT Wealth Management was founded by Norwich-based adviser Kevin Trett after leaving a local directly authorised firm.

Surrey-based Nick Wells Financial Planning is led by Nick Wells, who has nearly 40 years of financial services experience and runs the referral-based business alongside his wife, Tracey, its operations manager.

Finally, Pimblott Financial Solutions joined Quilter to support succession planning and access business and paraplanning support.

The firm is based in West Yorkshire and led by Craig Pimblott, who has more than 20 years of financial advice experience.

“We are pleased to welcome these five firms, from newly established businesses to experienced advisers planning for succession,” said Quilter Financial Planning managing director, Warren Vickers.

“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.”

Pimblott Financial Solutions director, Craig Pimblott, added: “After more than 20 years as a financial adviser, choosing the right network to support succession planning was crucial. Moving to Quilter was a decision I took carefully.

“Quilter’s reputation, product range and back-office support influenced my decision. Access to trusted paraplanning teams will help me grow the business in a way that works for me and my clients.”

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