Quilter adds five new firms to its advice network

Quilter Financial Planning, the financial advice network of Quilter, has added five new appointed representative firms to its advice network.

It has partnered with Bibby & Co, a Liverpool-based firm that was launched this year by principal, Chris Bibby, who previously worked for St. James’s Place for just under eight years before launching the firm.

Personal Finance Matters, a family practice based in Wolverhampton and led by principal Babita Nahal alongside her brother Anil Duggal, has also been added to the network.

Quilter welcomed Adams and Poole Financial Services to its advice network, with the firm being run by principals Anthony Poole, who is based in Manchester, and Sam Adams, based in Uttoxeter.

Poole previously worked as an adviser for St James’s Place, while Adams was an appointed representative for New Leaf Distribution before launching the advice firm with Poole.

James Joseph Generational Wealth Planning was the fourth firm added to the network, with the company based in Essex and run by principal Tony Farrell, a chartered adviser who holds over 35 years of industry experience.

Finally, Redgate Financial Ltd, a wealth management firm based near Bromley, run by principal, Edward Tory, and his wife, Emily Tory, was added to the network.

Edward Tory has worked as a qualified adviser for the past six years prior to launching Redgate Financial Ltd.

Commenting on the additions, Quilter Financial Planning managing director, Stephen Fryett, said: “We are delighted to welcome five more high-quality firms to the Quilter Financial Planning network after a successful year.

“We look forward to collaborating closely with these firms, supporting their growth and development plans. Throughout 2024, we have welcomed numerous new firms and anticipate welcoming many more in the coming year.”



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