Five new AR firms join Quilter network

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

The new firms include Liverpool-based firm, Bibby & Co which was launched earlier this year by principal, Chris Bibby, who worked for St James’s Place for just under eight years prior to launching the firm.

Personal Finance Matters, a family practice based in Wolverhampton, has also joined the network. It is led by principal, Babita Nahal, alongside her brother, Anil Duggal, and was launched after 16 years working as a mortgage advice practice.

Adams and Poole Financial Services, which is run by principals Anthony Poole and Sam Adams who are based in Manchester and Uttoxeter respectively, has been appointed to the network. Before launching the firm together, Poole previously worked as an adviser at St James’s Place, while Adams was an AR at New Leaf Distribution.

Essex-based James Joseph Generational Wealth Planning, which is run by principal Tony Farrell, and Redgate Financial Ltd, a wealth management firm based near Bromley and run by Edward Tory and his wife Emily, have also joined the network.

Managing director of Quilter Financial Planning, Stephen Fryett, said: "We are delighted to welcome five more high-quality firms to the Quilter Financial Planning network after a successful year.

"We look forward to collaborating closely with these firms, supporting their growth and development plans. Throughout 2024, we have welcomed numerous new firms and anticipate welcoming many more in the coming year."



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