28 November 2025
Quilter Financial Planning, the financial advice network of FTSE 250-listed Quilter plc, is pleased to announce that it has welcomed a further five appointed representative (AR) firms to its advice network since September.
The following firms have joined Quilter Financial Planning:
- Accolade Financial Planning, based in Burgess Hill, West Sussex, led by Lisa Baker who was previously an adviser with Shackleton.
- Clark Boyle Financial Services, based in Glasgow, led by Alison Duffin and is part of Clark Boye solicitors.
- Aligned Wealth Financial Planning, based in Haywards Heath, West Sussex, led by Jonathan Ollerenshaw who was also previously an adviser at Shackleton.
- Arvor Financial Planning, based in Clapham, London, led by Rob Webster.
- Narrative, based in Wimbledon, London, led by Claudia Button who was previously with Quilter as both an adviser in its national business and as an adviser with Amicus, but has now launched her own advice firm.
Stephen Fryett, managing director of Quilter Financial Planning, says:
“It is great to see such a diverse group of firms choosing to join Quilter Financial Planning. Each brings something different in terms of expertise and ambition, and that richness is exactly what helps our network thrive. We are committed to giving them the support and scale they need to grow, and we look forward to seeing the impact they make for clients across the country.”
