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

London area financial planners

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

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