Quilter Financial Planning, the financial advice network of Quilter, has added three appointed representative (AR) firms to its advice network.
These firms are Cheshire-based Efinity Wealth, Belfast-based Harris & Co Wealth Management, and Milton Keynes-based Secure Financial Planning. The addition came after Quilter added five firms – Bibby & Co, Personal Financial Matters, Adams and Poole Financial Services, James Joseph Generational Wealth Planning, and Redgate Financial to its network on 5 December 2024. Efinity Wealth is run by principal Charles Davies who has been a financial planner for 15 years. Harris & Co Wealth Management was launched this year by principal Ross Harris who has over 30 years of experience within ...
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