Quilter Financial Planning adds four AR firms to its network

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 ...