Quilter has partnered with Andy Caterer Wealth Management Ltd, a firm based in Dundee, which provides financial planning to both corporate and private clients. Andy Caterer, principal of the business, has worked in financial services for 38 years in various roles.

It has also brought on board Fort Veritas Wealth Ltd, located in Cotswolds Tewkesbury and led by financial advisers Hailey Roos and Julie Darling. Roos and Darling spent 13 years collectively working as independent advisers for a global advisory firm predominantly in sub-Saharan Africa before Fort Veritas Wealth Ltd was launched in 2022.

A further addition is Dickson & Co Wealth Management Ltd, a wealth management firm based in Irvine, Ayrshire. Ashfaq Adenwala, the principal of the firm, is a chartered certified accountant and chartered tax adviser. He has now set up the wealth management business alongside his accountancy firm to offer his clients comprehensive and integrated financial advice.

And Crandles & Co Limited, a financial advice firm based in Edinburgh led by Paul Crandles, who has over 16 years’ experience as a financial adviser. The firm specialises in providing financial advice for a range of businesses as well as tailored personal planning.

These appointments follow the recent additions of four other AR firms that joined Quilter’s advice network in June 2024.

Stephen Fryett, managing director of Quilter Financial Planning said: “It’s a pleasure to welcome another four new firms led by experienced principals to our network. The principals of all four businesses share a commitment to delivering high quality advice, which is something we champion. We are excited to support these firms in their development and enable them to achieve their business aims.”

Andy Caterer, principal of Andy Caterer Wealth Management Ltd said: “I am delighted to be partnering with Quilter Financial Planning which is dedicated to supporting financial advice businesses. I am excited to work closely with the firm so that our clients can achieve the best possible outcomes.”

Hailey Roos, principal of Fort Veritas Wealth Ltd added: “We chose to join the Quilter network due to the expertise the company has to offer and the flexibility of its proposition. We are looking forward to this next chapter for our business.”

Ashfaq Adenwala, principle of Dickson & Co Wealth Management Ltd said: “We are proud to be joining Quilter’s network. Our main aim is to provide high quality financial advice which helps clients meet their financial objectives. We know from Quilter’s success that the business is well positioned to support this goal.”

Paul Crandle, principle of Crandles & Co Limited said: “Having worked within the financial services industry for over a decade, we recognise Quilter as a respected brand which offers clients a flexible approach to financial advice. This underpinned our decision to join the Quilter network. We have a highly skilled team at Crandles & Co and we’re looking forward to working collaboratively with Quilter as we grow.”

It has brought in Sports Media and Entertainment Wealth Management, a newly-formed business led by a former Coutts’ chartered wealth manager Obinna Ikedife.

The business specialises in providing bespoke advice for high net worth and ultra-high net worth clients across the sports, media and entertainment sectors. Obinna has over 15 years of experience in the industry and has worked with prominent names in the fields of football, music, film and television.

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Holroyd Wealth Management has also joined as a strategic partner. The firm operates in North Somerset and Bristol and is run by chartered financial planner Anthony Holroyd, who was previously a wealth manager at HSBC.

The firm will provide investment, retirement and protection advice. Holroyd has over 20 years of experience in financial services.

Stephen Fryett, managing director of Quilter Financial Planning, said: “We are pleased to welcome these two new firms led by incredibly experienced principals to our network.

“Both Obi and Anthony have big ambitions to grow their respective businesses and share our commitment to delivering high-quality advice and service to their clients. We look forward to supporting their growth and development with Quilter Financial Planning.”

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