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Quilter advice network welcomes four new AR firms

Date: 04 June 2024

3 minute read

04 June 2024

Quilter Financial Planning, the financial advice network of FTSE 250-listed Quilter plc, is pleased to announce that it has welcomed four new appointed representative firms to its advice network.

Quilter has partnered with:

  • Opal Wealth Management, based in Wolverhampton and run by Gary Stanfield, who has worked in financial services for over 26 years.
  • Hertfordshire-based Poole Wealth Management which was launched in 2024 by principal, Neil Poole.
  • Virtus Wealth Ltd, a financial advice firm based in Southampton, led by Andrew Greenlees. Andrew previously spent four and a half years at St James Place as a financial adviser, prior to the launch of Virtus Wealth Ltd this year.
  • Vision Wealth Management Ltd as an Appointed Representative of Quilter. The firm is based in Northamptonshire and provides financial planning to both corporate and private clients. Adam Goodall, principal of Vision Wealth Management, has worked in financial services for 17 years.

Stephen Fryett, managing director of Quilter Financial Planning, says: “We are thrilled to have welcomed four high quality firms to our network. We are looking forward to helping with the development and growth of these businesses and we’re really pleased that they have decided to partner with Quilter Financial Planning to help meet their long-term objectives.”

Gary Stanfield, principal of Opal Wealth Management adds: “Having compared the whole marketplace, we found that Quilter offered the best overall platform with a fantastic service, so it was a natural move to join the network. 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.”

Neil Poole, principal of Poole Wealth Management: “Whilst Poole Wealth Management is young as a company, it is built upon over a decade of experience. We decided to partner with Quilter for a number of reasons including greater flexibility to meet our client needs, as well as a long history of success in the industry. 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.”

Andrew Greenlees, principal of Virtus Wealth Management Ltd says: “After months of meticulous research and thorough analysis of the financial planning landscape, we’re excited to be joining Quilter’s network. Our commitment to providing exceptional advice and service aligns perfectly with Quilter’s aims and values. Together, we look forward to setting high standards and delivering unparalleled value to our clients.

Adam Goodall, principal of Vision Wealth Management Ltd: “I am delighted to be launching Vision as part of Quilter’s network. 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. I believe we are well positioned to hit the ground running and give clients with the best possible outcomes.”

Tim Skelton-Smith

Tim Skelton-Smith

Head of External Communications

Lucy Norman

Corporate Affairs Executive