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

MWA Financial acquires Midlands advice firm

MWA Financial acquires Midlands advice firm

Snaps up Stonewood Financial Planning

Isabel Baxter
clock 18 December 2025 • 2 min read
Perspective snaps up £400m AUA firm in largest deal to date

Perspective snaps up £400m AUA firm in largest deal to date

Acquires Prosser Knowles in Droitwich and Gloucester

Isabel Baxter
clock 18 December 2025 • 3 min read
Intelliflo CEO on Carlyle takeover and how advice technology 'never stands still'

Intelliflo CEO on Carlyle takeover and how advice technology 'never stands still'

Carlyle acquired Intelliflo from Invesco for £148.6m in August

Isabel Baxter
clock 17 December 2025 • 7 min read