Quilter acquires three financial planning firms

£90m AUA added

Sophie King
clock • 1 min read

Quilter Private Client Advisers has bought three sole-practitioner financial planning businesses, taking its total of acquisitions in 2018 to 11.

The Intrinsic appointed representative has acquired Cheltenham-based Eastgate Financial Management, Surrey-based Holdaway Johnson and Clive C Aitkenhead Financial Consultant, which is situated in Blackburn. Clients of Eastgate, will now be serviced from Quilter's Birmingham office, while Holdaway Johnson will be "aligned" to the firm's London office. Clients of Aitkenhead will be serviced by Quilter's Chester office. Old Mutual Wealth financial planning business rebrands to Quilter The three respective business owners are all set to retire after helping with the transition of their...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Roger Brosch: Advice should also mean investing in your memory bank

Roger Brosch: Advice should also mean investing in your memory bank

Financial advice is never about the money itself

Roger Brosch
clock 27 August 2026 • 3 min read
Advice JVs: Why professional services tie-ups are moving beyond referrals

Advice JVs: Why professional services tie-ups are moving beyond referrals

Firms look to joint brand relationships

Isabel Baxter
clock 27 August 2026 • 6 min read
The banks are back: What does this mean for advisers?

The banks are back: What does this mean for advisers?

Banks ‘uniquely positioned’ to provide advice to mass market

Sophia Panayi
clock 24 August 2026 • 6 min read