Quilter Private Client Advisers adds £130m AUA with double acquisition

Undisclosed purchase prices

Tom Ellis
clock • 1 min read

Quilter Private Client Advisers has confirmed two acquisitions that will add around £130m of assets under advice (AUA) to the national firm. The purchase prices were not disclosed.

One acquisition was Freedom Financial Planning, whose clients will now be serviced from the Quilter advice firm's Chester office. Freedom's managing director Andy Nevett will retire after the acquisition, while financial planning director Nick Heys will join Quilter as a financial planner. The second acquisition - of Stephen Spires Financial Consultants - will see sole adviser Stephen Spires retire once his clients are transferred over to Quilter. They will then be serviced from the group's London base.  The double purchase makes it five acquisitions in three months for Quilter, which...

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

How one advice firm's consultancy fee charge 'adds value'

How one advice firm's consultancy fee charge 'adds value'

‘We felt that it isn’t right for us to only be rewarded by making a transactional sale’

Isabel Baxter
clock 01 July 2025 • 4 min read
Investment platform TILLIT to shut down

Investment platform TILLIT to shut down

No new accounts can be opened and it will close on 12 September

Sorin Dojan
clock 26 June 2025 • 1 min read
First Wealth on hunt to acquire like-minded financial planning firms

First Wealth on hunt to acquire like-minded financial planning firms

Follows significant financial backing from Marlborough

Jenna Brown
clock 24 June 2025 • 5 min read