Quilter Financial Planning has added Forseti Wealth Partners as its latest appointed representative (AR) firm.
Founded by advisers James Harvey and Archie Wilson, the London-based firm specialises in wealth management and tax-efficient planning. Both Harvey and Wilson bring more than a decade of experience in the financial services industry, having worked across oil broking and stock broking before moving into financial planning and wealth management. Both were previously advisers at Amicus Wealth before deciding to launch their own firm with Quilter. Quilter Financial Planning managing director Stephen Fryett said: "James and Archie are highly experienced advisers with a deep understanding...
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