Quilter Financial Planning adds five firms to network

Quilter Financial Planning has announced the addition of a further five appointed representative (AR) firms to its advice network.

The financial advice network of Quilter welcomed the five financial planning firms between September and November 2025.

Accolade Financial Planning has joined the network, with the firm based in West Sussex and led by Lisa Baker, who was previously an adviser with Shackleton.

Glasgow-based Clark Boyle Financial Services, which is led by Alison Duffin and is part of Clark Boyle solicitors, was also added to the network, as was London-based Arvor Financial Planning, led by Rob Webster.

Another West Sussex-based firm, Aligned Wealth Financial Planning, was welcomed to the advice network, with the firm also led by a former Shackleton adviser, Jonathan Ollerenshaw.

The fifth and final firm added to the network since September was Narrative, which is based in London and led by Claudia Button, who has launched her own advice firm after working for Quilter as both an adviser in its national business and as an adviser with Amicus.

Commenting on the AR firm additions, Quilter Financial Planning managing director, Stephen Fryett, said: “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.”

These latest additions to the advice network add to the 13 other AR firms Quilter Financial Planning has welcomed this year.



Share Story:

Recent Stories



FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.