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

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 period that will see clients introduced to their new financial planners, located at Quilter's London office. The firm's fourth co-owner, operations director Georgina Warwick, will join Quilter. Clients of Surrey-located ROC Consultants will also be looked after by the Quilter Private Client Adviser London office with owner and adviser Trevor Allum set to retire following the transfe...