6 February 2025
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:
- LDB Wealth Management: Led by Lewis Burt alongside his wife Donna and is based in Dartford. Lewis joins Quilter's network from St James’s Place.
- Sound Wealth Planning: Based in Fife, the firm was founded by Graeme Oudney, a chartered certified accountant and former international in track and field competitor. Graeme launched Sound Wealth Planning late last year.
- Andrassy Parkin Financial Planning: Located in Wakefield and led by Kathryn Andrassy and Kathryn Mumby. Kathryn Andrassy, a chartered financial adviser, has 25 years of experience in the profession. Kathryn Mumby has returned to the industry after being in the corporate world.
- MacKenzie Financial Management: Led by Alastair MacKenzie and based in Surrey. Alastair has nearly 35 years of experience in financial planning and wealth management and has owned the business for 20 years.
These appointments follow the recent addition of eight other AR firms that joined Quilter’s advice network in December 2024.
Stephen Fryett, managing director of Quilter Financial Planning, says:
“It’s exciting to announce that a further four high quality firms have joined our network. All four firms have big ambitions to grow their 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.”
