2 March 2026
Quilter Financial Planning, part of Quilter plc, the FTSE 250 wealth manager, has welcomed six new appointed representative firms to its advice network.
The new firms joining the network are:
- Abbeygate Wealth Management, based in Suffolk, led by director James Stott and consists of three financial planners and three support staff.
- Jonathan Barkey Financial Planning, based in Edinburgh, led by Jonathan Barkey
- EJW Financial Planning, based in Norfolk and led by Emily Willgrass
- Ark Wealth Management, based in London, led by James Wallace.
- TLF Wealth Management Ltd, based in Somerset, led by Dan Hewitt and non-advising principles Tom Horsey, Connor Fitzgerald & Michelle Martin
- CG Financial Consultancy, based in Worcestershire, led by Christopher Gledhill
Stephen Fryett, managing director of Quilter Financial Planning says:
“The continued momentum we are seeing in advisers choosing to join Quilter Financial Planning underlines the strength and attractiveness of our network proposition.
“Increasingly, experienced advisers are reassessing how they want to operate and how best to serve their clients in a changing advice landscape. Many are looking for the flexibility to build their own brand, access a broad range of investment solutions and operate within a structure that provides robust oversight without compromising entrepreneurial ambition.
“We are delighted to welcome these firms to Quilter Financial Planning and look forward to supporting them as they continue to grow and deliver high-quality financial advice to their clients.”
James Wallace, director of Ark Wealth Management said:
“I chose to partner with Quilter because it provides me with the platform to truly have my own business and the freedom to grow. Most importantly I did it for my clients. It's a market leading offering with a broad spectrum of solutions to ensure every client is catered for.”
James Stott, director of Abbeygate Wealth Management adds:
"After two years of careful research and consideration across the financial services market, we felt that the best option for our business but more importantly our clients was to partner with Quilter. This will allow us to benefit from its strong proposition, wider flexibility of solutions and peace of mind from an administration & regulatory perspective."
