The latest moves and appointments for wealth management roles in the UK, and other parts of Europe, the Middle East and select international locations.

Quilter
Quilter Financial Planning, part of UK-based wealth manager Quilter, 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, which is based in Hove and serves clients across Sussex, 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 advisor Kevin Trett after leaving a local directly authorised firm.

Nick Wells Financial Planning is based in Banstead, Surrey. Wells, who has worked in financial services since 1989, 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.

“We are pleased to welcome these five firms, from newly-established businesses to experienced advisors planning for succession,” Warren Vickers, managing director at Quilter Financial Planning, said. “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.”