SJP partner practice part of Quilter's latest AR swoop

Four more AR firms join Quilter’s advice network

Isabel Baxter
clock • 1 min read

Quilter’s advice network Quilter Financial Planning has added four appointed representative (AR) firms to its advice network.

The first to join is LDB Wealth Management, led by managing director Lewis Burt alongside his wife Donna and is based in Dartford. Burt has joined Quilter's network from St James's Place, where LDB Wealth Management was a partner practice. Sound Wealth Planning has also joined Quilter Financial Planning. Based in Fife, the firm was founded by Graeme Oudney, a Chartered certified accountant and former international in track and field competitor. Oudney launched Sound Wealth Planning late last year. Andrassy Parkin Financial Planning is based in Wakefield and led by Kathryn Andrassy and...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Newcastle Financial Advisers acquires retiring couple's planning firm

Newcastle Financial Advisers acquires retiring couple's planning firm

Advice firm has snapped up County Durham-based Orchard Financial Management

Isabel Baxter
clock 10 April 2025 • 2 min read
Consolidation of consolidators to ramp up amid 'new phase'

Consolidation of consolidators to ramp up amid 'new phase'

Mattioli Woods and Kingswood main one to watch

Isabel Baxter
clock 10 April 2025 • 3 min read
Advertising watchdog sides with Barclays after sustainability complaint

Advertising watchdog sides with Barclays after sustainability complaint

Barclays Investment Bank accused of not disclosing emissions information

Isabel Baxter
clock 09 April 2025 • 3 min read