Expelled Quilter adviser involved with two new firms

Last month, Professional Adviser revealed Daniel Thomas, who was a director at Bridgend-based firm DPT Financial Solutions - a former appointed representative of Quilter Financial Planning - had been terminated by the network after failing to properly follow its processes. Thomas is now listed as ‘inactive' on the Financial Services register. Beals Mortgage and Financial Services, another appointed representative of Quilter, has since taken over the servicing of Thomas's clients. PA has since received anonymous correspondence expressing concern about Thomas's new business ventures, th...