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."



Share Story:

Recent Stories


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


The UK housing market in 2024
The performance of the UK housing market in 2024 has largely exceeded many people's expectations, although challenges remain for first-time buyers due to house prices increasing and a testing rental market for many. Regional disparities, such as the North-South divide, also continue to influence housing accessibility and affordability for many buyers in pockets of the country.

Intergenerational lending
MoneyAge News Editor, Michael Griffiths, hosts Family Building Society BDMs, Amar Mashru and Arif Kara, to discuss intergenerational lending and explore ways that buyers can use family income to help increase their borrowing capacity when applying for a mortgage

Helping landlords make their cash work harder
MoneyAge Editor, Adam Cadle, talks to Family Building Society BDMs, Arif Kara and Nathan Waller, about the resilient BTL market, the wide variety of landlords that Family Building Society caters for, and how niche products like an Offset mortgage can help improve cashflow.