2 June 2026
Quilter Financial Planning, the financial advice business of FTSE 250-listed Quilter plc, is pleased to announce the appointment of Rachel Trundle as head of adviser relationships for its mortgage and protection network.
Rachel will report to Zara Bray, distribution director for Quilter’s mortgage and protection network. In her new role, she will oversee the relationship management team and work with appointed representative firms across the network.
Rachel joins from The Exeter, where she is national account manager. She brings more than 20 years’ experience across financial services and protection markets, with a background spanning national account management, strategic partnerships, relationship management and business development.
Prior to joining The Exeter, Rachel held national account development roles at Friends Life UK and has also founded and led businesses outside financial services.
Quilter’s mortgage and protection network continues to support appointed representative firms through dedicated relationship management, business consultancy and access to a broad panel of lender and protection provider partners.
Zara Bray, distribution director for Quilter’s mortgage and protection network, said:
“We are pleased to welcome Rachel to Quilter Financial Planning. She brings strong experience in the protection market and a clear understanding of the relationship between providers, advisers and firms.
“Rachel joins from The Exeter, one of the providers on our protection panel, and has worked closely with advisers across the market. That experience gives her a practical understanding of the support firms need, particularly when it comes to building strong relationships and helping advisers deliver good client outcomes.
“Her appointment reflects our continued focus on ensuring firms in the network receive consistent, practical support as they develop their businesses and serve their clients.”
Rachel Trundle added:
“I’m very pleased to be joining Quilter Financial Planning and to be working with Zara and the wider mortgage and protection network team.
“In today’s environment, where protection is increasingly integral to comprehensive financial advice, I am excited to build on what is already an excellent proposition. This role offers the opportunity to further strengthen Quilter’s focus on protection and I look forward to supporting advisers to continue to deliver fantastic outcomes for their clients.”
