SJP partner practice part of Quilter's latest AR swoop

Four more AR firms join Quilter’s advice network

Isabel Baxter
clock • 1 min read

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

The first to join is LDB Wealth Management, led by managing director Lewis Burt alongside his wife Donna and is based in Dartford. Burt has joined Quilter's network from St James's Place, where LDB Wealth Management was a partner practice. Sound Wealth Planning has also joined Quilter Financial Planning. Based in Fife, the firm was founded by Graeme Oudney, a Chartered certified accountant and former international in track and field competitor. Oudney launched Sound Wealth Planning late last year. Andrassy Parkin Financial Planning is based in Wakefield and led by Kathryn Andrassy and...

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

Rathbones' FCA woes prove the perils of M&A integration

Rathbones' FCA woes prove the perils of M&A integration

Shares fell nearly 20% in a day last month

Justin Cash
clock 06 July 2026 • 4 min read
Söderberg & Partners buys Benchmark

Söderberg & Partners buys Benchmark

Takes assets under advice to £140bn

Sophia Panayi
clock 06 July 2026 • 2 min read
Natwest and Evelyn Partners £2.7bn deal completes

Natwest and Evelyn Partners £2.7bn deal completes

Combined business to have £127bn in AUMA

Isabel Baxter
clock 01 July 2026 • 2 min read