Quilter has completed the rebrand of its Intrinsic advice business to Quilter Financial Planning, with the Caerus network brand also being replaced as part of the process.
The move follows the renaming of Intrinsic's parent company as Quilter, which separated from Old Mutual in June 2018 and listed on the London and Johannesburg Stock Exchanges. Quilter has also launched...
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Regulator 'follows not leads'
6.4% of over 80s saving for end of life needs
Maximum 30% of redress
Staff can come in if they wish
Two-day remote learning sessions