Quilter adds Forseti Wealth Partners to advice network

Latest AR firm to join Quilter Financial Planning

Isabel Baxter
clock • 1 min read

Quilter Financial Planning has added Forseti Wealth Partners as its latest appointed representative (AR) firm.

Founded by advisers James Harvey and Archie Wilson, the London-based firm specialises in wealth management and tax-efficient planning. Both Harvey and Wilson bring more than a decade of experience in the financial services industry, having worked across oil broking and stock broking before moving into financial planning and wealth management. Both were previously advisers at Amicus Wealth before deciding to launch their own firm with Quilter. Quilter Financial Planning managing director Stephen Fryett said: "James and Archie are highly experienced advisers with a deep understanding...

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

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
Iress launches integration partnership and welcomes PlannerPal

Iress launches integration partnership and welcomes PlannerPal

Expects to onboard maximum of four partners per year

Isabel Baxter
clock 16 June 2025 • 3 min read
Foster Denovo taps into digital advice amid increased demand

Foster Denovo taps into digital advice amid increased demand

Most believe personalised digital financial advice will become the norm

Isabel Baxter
clock 13 June 2025 • 2 min read