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

Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Higher proof-of-value demands and operational challenges keep private markets on margins of UK advice portfolios

Sahar Nazir
clock 19 December 2025 • 9 min read
Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Business development exec Lawrence Patrick joined charity The Mehiel Foundation

Professional Adviser
clock 19 December 2025 • 1 min read
Why human connection remains central in a digitally enabled advice sector

Why human connection remains central in a digitally enabled advice sector

'It is clear that the sector is moving through a significant period of transformation'

Tim Riseborough
clock 17 December 2025 • 3 min read