Quilter Financial Planning

Sports Media and Entertainment WM and Holroyd Wealth Management join

Dynamic Planner provided to advisers within Quilter group

‘Vast experience of the FP marketplace’

HNW flows up £100m

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?

Buy-and-build strategy

Survey indicates issues with converting younger customers and points to how advisers are rising to the challenge

‘Time to break the vicious cycle’