Quilter Monetary Planning provides 4 new AR companies



Quilter Monetary Planning, the restricted monetary recommendation community of Quilter plc, has added 4 new appointed consultant companies.

Quilter has signed offers with:

  • Opal Wealth Administration – based mostly in Wolverhampton and run by Gary Stanfield, who has labored in monetary providers for over 26 years

  • Hertfordshire-based Poole Wealth Administration – launched in 2024 by principal, Neil Poole

  • Virtus Wealth Ltd – a monetary recommendation agency based mostly in Southampton, led by Andrew Greenlees. Mr Greenlees beforehand spent 4 and a half years at wealth supervisor St James Place as a monetary adviser, previous to the launch of Virtus Wealth Ltd this yr

  • Imaginative and prescient Wealth Administration Ltd – an appointed consultant of Quilter. The agency is predicated in Northamptonshire and offers Monetary Planning to company and personal shoppers. Adam Goodall, principal of Imaginative and prescient Wealth Administration, has labored in monetary providers for 17 years

Stephen Fryett, managing director of Quilter Monetary Planning, mentioned: “We’re thrilled to have welcomed 4 top quality companies to our community.

“We’re wanting ahead to serving to with the event and progress of those companies and we’re actually happy that they’ve determined to associate with Quilter Monetary Planning to assist meet their long-term aims.”

Quilter plc oversees £111.6 billion in buyer investments (as at 31 March 2024) and has two key manufacturers: Quilter and Quilter Cheviot.

Quilter contains the restricted recommendation Monetary Planning companies, Quilter Monetary Planning, the Quilter funding platform and Quilter Traders, the multi-asset funding options enterprise. Quilter Cheviot contains the discretionary fund administration enterprise, Quilter Cheviot, along with Quilter Cheviot Monetary Planning.



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