Quilter Financial Planning adds four AR firms to its network

Ex-St James's Place adviser's firm among the four new joiners

Isabel Baxter
clock • 2 min read

Quilter has added four appointed representative firms to its advice network Quilter Financial Planning.

The four firms are Wolverhampton-based Opal Wealth Management run by Gary Stanfield, Hertfordshire-based Poole Wealth Management launched in 2024 by principal Neil Poole, Virtus Wealth led by Andrew Greenlees in Southampton and Vision Wealth Management which operates in Northampton. Stanfield said: "As a wealth business focused on advising clients predominantly in the areas of retirement and investment, another factor of our decision was the ability to work collaboratively with a network that sees the value in advice and provides the flexibility to meet different client needs." Poole ...

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