Quilter Financial Planning has added four appointed representative (AR) firms to its advice network.
The firm has partnered with Dundee-based firm Andy Caterer Wealth Management, 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. "I am excited to work closely with the firm so that our clients can achieve the best possible outcomes," Caterer said. Meanwhile, Fort Veritas Wealth is located in Cotswolds Tewkesbury and led by financial advisers Hailey Roos and Julie Darling. Roos and Darling spent 13 years collectively working as independent advisers for a global...
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