Quilter adviser in DB transfer controversy kicked from network

Terminated on 20 September

Hannah Godfrey
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Quilter terminated Thomas from its advice network on 20 September.
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Quilter terminated Thomas from its advice network on 20 September.

A financial adviser has been terminated by the Quilter Financial Planning network after failing to properly follow its advice processes, Professional Adviser can reveal.

Daniel Thomas was a director at Bridgend-based firm DPT Financial Solutions, which was an appointed representative of Quilter. The firm is now inactive. During his time at the company, Thomas advised...

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