Quilter Financial Planning has added three new appointed representative (AR) firms to its advice network.
The financial advice network of Quilter confirmed new partnerships with Efinity Wealth, Harris & Co Wealth Management, and Secure Financial Planning.
Efinity Wealth is based in Cheshire and run by principal Charles Davies, a chartered financial planner with over 15 years of expertise in the financial services industry, while Belfast-based Harris & Co Wealth Management was launched this year by principal Ross Harris, who has over 30 years of experience within financial services.
Secure Financial Planning, a financial advice firm based in Milton Keynes, is led by principals Manisha Savdas and Kalpesh Savdas. Manisha has worked as a financial adviser for over nine years.
The three appointments follow the recent additions of five other AR firms that have joined Quilter’s advice network in December.
“It’s a pleasure to round the year off by welcoming another three firms led by experienced principals to our network,” managing director of Quilter Financial Planning, Stephen Fryett, said.
“We are excited to support these firms in their development. Looking ahead to 2025, we expect to welcome many more throughout the course of the year.”
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