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Quilter Expands Advice Network

Quilter adds four firms to its advice network, all of which share the firm's commitment to providing "high quality advice."
UK-based Quilter Financial Planning, a financial advice network of wealth manager Quilter, has added four new representative firms to its advice network.
These include Andy Caterer Wealth Management, a firm based in Dundee, which provides financial planning to both corporate and private clients. Andy Caterer, principal of the business, has worked in financial services for 38 years in various roles, Quilter said in a statement.
Fort Veritas Wealth, located in Tewkesbury, Gloucestershire, and led by financial advisors Hailey Roos and Julie Darling, has also been added to the network. Roos and Darling spent 13 years collectively working as independent advisors for a global advisory firm predominantly in sub-Saharan Africa before Fort Veritas Wealth was launched in 2022, Quilter added.
Dickson & Co Wealth Management, a wealth management firm based in Irvine, Ayrshire, is the third firm to be added to the network. Ashfaq Adenwala, the principal of the firm, is a chartered certified accountant and chartered tax advisor. He has now set up the wealth management business alongside his accountancy firm to offer his clients comprehensive and integrated financial advice.
Finally, Crandles & Co, a financial advice firm based in Edinburgh, has been included in the network. It is led by Paul Crandles, who has over 16 years’ experience as a financial advisor. The firm specialises in providing financial advice for a range of businesses as well as tailored personal planning.
“It’s a pleasure to welcome another four new firms led by experienced principals to our network. The principals of all four businesses share a commitment to delivering high quality advice, which is something we champion. We are excited to support these firms in their development and enable them to achieve their business aims,” Stephen Fryett, managing director of Quilter Financial Planning, said.
Quilter is a wealth management business, overseeing £111.6 billion ($142 billion) in customer investments. Its advisor and customer offering spans financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.