Quilter adds four ARs to its advice network

Appointments come after four other firms joined the network in June

Isabel Baxter
clock • 2 min read

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

The firm has partnered with Dundee-based firm Andy Caterer Wealth Management, which provides financial planning to both corporate and private clients. Andy Caterer, principal of the business, has worked in financial services for 38 years in various roles. "I am excited to work closely with the firm so that our clients can achieve the best possible outcomes," Caterer said. Meanwhile, Fort Veritas Wealth is located in Cotswolds Tewkesbury and led by financial advisers Hailey Roos and Julie Darling. Roos and Darling spent 13 years collectively working as independent advisers for a global...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Openwork in growth push with partner firm Milecross acquisition

Openwork in growth push with partner firm Milecross acquisition

Makes first investment into one of its partner firms

Jenna Brown
clock 19 June 2025 • 2 min read
PE backer sells Shackleton to Lee Equity Partners

PE backer sells Shackleton to Lee Equity Partners

Succeeds current investor Sovereign Capital Partners

Isabel Baxter
clock 17 June 2025 • 2 min read
Majority of UK financial institutions anticipate growth over next year

Majority of UK financial institutions anticipate growth over next year

UK expected to remain a financial hub

Patrick Brusnahan
clock 16 June 2025 • 2 min read