Quilter adds eight ARs to advice network

Latest firms to join since April

Isabel Baxter
clock • 1 min read
Quilter adds eight ARs to advice network

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

It has now partnered with:

·       Jupiter Wealth Management is based in Northwood, Greater London and is run by principal Geetika Sethi.

·       Redleaf Financial Planning, which operates across Kent and West Sussex. The advice firm has James Hughes, Julian Durand, Jeremy Howard and Perry O'Shea as its principals.

·       Roseum Financial Planning, headquartered in Renfrew, Scotland, is run by Chartered financial planner Michaela Pashley.

·       Singer Wealth Management, based in Keynsham near Bristol and Bath, was founded and is led by Cassie Singer.

·       Ascent Financial Planning, a Chartered firm based in St Asaph, Denbighshire, is overseen by directors Gaynor Lyth, Gwilym Lloyd Jones and John Ridings.

·       Richmond Wealth Management, from Hebburn in Tyne and Wear, is headed up by principal Neil Richmond.

·       Mapledurham Financial Planning, serving clients in the Reading and Mapledurham area, is led by principal John Barry Laverick.

·       Caldwell Financial, with offices in Belfast and London, was founded by Neal Caldwell CFA.

Quilter Financial Planning managing director Stephen Fryett said: "We look forward to supporting their growth and, with momentum building across our network, we expect to welcome many more throughout the rest of the year."

This latest sweep of ARs come after the Quilter network added newly launched PHW Wealth Partners to its advice network to expand its footprint in Northern Ireland.

Founded by finance professionals Chris Power, Ciaran Hamill, and Stephen Warke, the Belfast-based firm offers tailored financial advice to high-net-worth individuals, business owners, and families across Northern Ireland.

Quilter said the team brings "extensive expertise" in investment management, retirement planning, and tax-efficient wealth strategies, having worked in the financial services sector for a combined 60 years.

See more: Quilter adds Forseti Wealth Partners to advice network

More on Companies

PhillipCapital eyes Walker Crips takeover with £6m bid

PhillipCapital eyes Walker Crips takeover with £6m bid

Amid significant regulatory, compliance and liquidity challenges

Isabel Baxter
clock 24 November 2025 • 3 min read
The Penny Group takes majority stake in £350m AUM advice firm

The Penny Group takes majority stake in £350m AUM advice firm

Will integrate with Harridge Financial Services over a three-year timeframe

Isabel Baxter
clock 21 November 2025 • 2 min read
Tatton AUM up almost 30% to £25.8bn during 'strong period of growth'

Tatton AUM up almost 30% to £25.8bn during 'strong period of growth'

Interim results for the six months to 30 September

Jenna Brown
clock 18 November 2025 • 2 min read

In-depth

The 'stark' impact of tax and pensions changes on special needs families

The 'stark' impact of tax and pensions changes on special needs families

Among hardest hit by ‘poorly consulted’ reforms

Jen Frost
clock 27 October 2025 • 8 min read
Reeves' rumoured ISA reforms risk 'harm' and diversification issues

Reeves' rumoured ISA reforms risk 'harm' and diversification issues

Concerns over rumoured £10k cash ISA cap and potential UK equity mandate

Sahar Nazir
clock 22 October 2025 • 5 min read
Rumoured Evelyn/RBC deal would turbocharge market share but large mergers 'notoriously complex'

Rumoured Evelyn/RBC deal would turbocharge market share but large mergers 'notoriously complex'

Sale ‘no surprise’ after Evelyn’s fund and professional services business offload

Isabel Baxter
clock 20 October 2025 • 6 min read