9 November 2026
Quilter Financial Planning has welcomed five appointed representative firms: Oakmont Financial Advice, Divitus Wealth, KDT Wealth Management, Nick Wells Financial Planning and Pimblott Financial Solutions.
- Oakmont Financial Advice Ltd is based in Hove and serves clients across Sussex. It is led by Samantha Lewin, previously part of mortgage and protection firm One Finance Group.
- Divitus Wealth, based in Slough, is led by Amandeep (Aman) Mashiana, who has more than 17 years’ wealth management experience. Previously at SJP, the firm serves clients across the South East.
- KDT Wealth Management was founded by Norwich-based adviser Kevin Trett after leaving a local directly authorised firm.
- Nick Wells Financial Planning, based in Banstead, Surrey. Nick has worked in financial services since 1989 and runs the referral-based business alongside his wife, Tracey, its Operations Manager. He was previously self-employed at Sandringham.
- Pimblott Financial Solutions, based in West Yorkshire, is led by Craig Pimblott, who has more than 20 years’ financial advice experience. The firm joined Quilter to support succession planning and access business and paraplanning support.
Warren Vickers, managing director at Quilter Financial Planning, said:
“We are pleased to welcome these five firms, from newly established businesses to experienced advisers planning for succession.
“They want to retain control of their businesses while accessing support with growth, paraplanning and day-to-day operations. Our role is to provide that support so they can focus on their clients.”
Craig Pimblott, director of Pimblott Financial Solutions Ltd, said:
“After more than 20 years as a financial adviser, choosing the right network to support succession planning was crucial. Moving to Quilter was a decision I took carefully.
“Quilter’s reputation, product range and back-office support influenced my decision. Access to trusted paraplanning teams will help me grow the business in a way that works for me and my clients.”
