Quilter Financial Planning expands with a clutch of AR firm appointments
Appointments come after four other firms joined the network in June
Ex-St James's Place adviser's firm among the four new joiners
Sports Media and Entertainment WM and Holroyd Wealth Management join
Dynamic Planner provided to advisers within Quilter group
‘Vast experience of the FP marketplace’
A recent Quilter Financial Planning survey shows that advice businesses could grow faster if administrative tasks could be reduced
She joined Quilter in 2018
Advisers value their independence, but is there a balance to be found in working for larger a provider?