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

The four joining firms are Opal Wealth Management, Poole Wealth Management, Virtus Wealth and Vision Wealth Management.

Managing director of Quilter Financial Planning, Stephen Fryett, said the network was looking forward to helping with the “development and growth” of the four businesses.

“We’re really pleased that they have decided to partner with Quilter Financial Planning to help meet their long-term objectives,” Fryett added.

Opal Wealth Management is based in Wolverhampton and run by Gary Stanfield, who has worked in financial services for over 26 years.

He said: “As a wealth business focused on advising clients predominantly in the areas of retirement and investment, another factor of our decision was the ability to work collaboratively with a network that sees the value in advice and provides the flexibility to meet different client needs.”

Hertfordshire-based Poole Wealth Management was launched in 2024 by principal, Neil Poole, who added that the firm had partnered Quilter for “greater flexibility to meet client needs”.

“We are excited to combine our experience with the resources and knowledge that the Quilter network holds, which will ultimately help to fulfil our purpose of providing high quality financial advice to clients,” Poole commented.

Also joining Quilter’s network as an AR is Virtus Wealth, a financial advice firm based in Southampton, led by Andrew Greenlees.

Greenless, who previously spent over four years at St James Place as a financial adviser prior to the launch of Virtus Wealth this year, said the firm was looking forward to “setting high standards and delivering unparalleled value to clients”.

Northamptonshire-based Vision Wealth Management provides financial planning to both corporate and private clients, and the company’s principal, Adam Goodall, added: “We decided to partner with Quilter due to how well-respected they are across the industry, the quality of their ongoing support and the flexibility of their model.”

---