Quilter Private Client Advisers adds £211m AUA with triple acquisition

London area financial planners

Julian Marr
clock
"We are continuing to help business owners realise the value for their years of hard work" - Quilter Private Client Advisers' Dominic Rose
Image:

"We are continuing to help business owners realise the value for their years of hard work" - Quilter Private Client Advisers' Dominic Rose

Quilter Private Client Advisers has added £211m in assets under advice (AUA) after acquiring London-area financial planning businesses Petrus Financial Services, ROC Consultants and M.J.S Wilson & Co.

Quilter's private client advice arm confirmed the three financial adviser co-owners of Windsor-based Petrus Financial Services - Philip Dendy, David Main and Nigel Pearce - would retire following a...

To continue reading this article...

Join Professional Adviser

 

  • 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 Companies

Scottish Widows names Scott Wheway as chair

Scottish Widows names Scott Wheway as chair

Effective 12 September

Hemma Visavadia
clock 30 June 2022 • 1 min read
Evelyn Partners in tie-up with US accountancy firm

Evelyn Partners in tie-up with US accountancy firm

‘Next generation of growth’

clock 30 June 2022 • 2 min read
AFM Wealth secures £5.3m acquisition war chest

AFM Wealth secures £5.3m acquisition war chest

'Financial firepower'

Jenna Brown
clock 28 June 2022 • 2 min read