Quilter Financial Planning has welcomed eight new appointed representative (AR) firms to its network since April, expanding its national footprint.
The new partners include:
- Jupiter Wealth Management Ltd in Northwood, Greater London, led by Geetika Sethi.
- Redleaf Financial Planning LLP, operating across Kent and West Sussex, with principals James Hughes, Julian Durand, Jeremy Howard, and Perry O’Shea.
- Roseum Financial Planning Ltd in Renfrew, Scotland, headed by chartered financial planner Michaela Pashley.
- Singer Wealth Management Ltd in Keynsham near Bristol and Bath, led by Cassie Singer.
- Ascent Financial Planning Ltd, a chartered firm in St Asaph, Denbighshire, overseen by Gaynor Lyth, Gwilym Lloyd Jones, and John Ridings.
- Richmond Wealth Management Ltd in Hebburn, Tyne and Wear, led by Neil Richmond.
- Mapledurham Financial Planning Ltd, serving Reading and Mapledurham, with principal John Barry Laverick.
- Caldwell Financial Ltd, with offices in Belfast and London, founded by Neal Caldwell CFA.
Stephen Fryett, managing director of Quilter Financial Planning, said: “It’s fantastic to welcome these eight firms, each led by experienced practitioners who share our commitment to high-quality, client-centred advice. We look forward to supporting their growth and, with momentum building across our network, we expect to welcome many more throughout the rest of the year.”
Quilter plc oversees £126.3bn in customer investments (as of 30 June 2025) and offers financial advice, investment platforms, multi-asset solutions, and discretionary fund management across its Quilter and Quilter Cheviot segments.
