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Quilter goes all in with franchise model for ambitious advisers

Jenna Brown talks to Quilter’s Steve Gazard about the recent launch of its franchise model Quilter Partners which he says is aimed at entrepreneurial business owners looking to secure the future of their practices…

Steve gazardFinancial planning networkQuilter partnersQuilter financial advisersQuilter partner hubQuilter partners

Quilter creates M&A director role to lead acquisitions push

Quilter has appointed a new director of mergers and acquisitions to help build out the M&A function and lead on deals across the Quilter group.

Willem van rooyQuilter financial planning willemQuilter financialQuilter cheviotQuilter partners

The ten biggest news stories you may have missed over summer

While summer is historically quiet time for the industry on the news front, there were several big stories over the last three months that caught readers’ attention. We have collated them for you, just in case you missed them…

United kingdomNick hungerfordClark peacockOpenwork partnershipFinancial conduct authorityFinancial services compensation schemeJordan cruseQuilter partnersLane clarkChryson wealth managementYour profession

Advisers urged to communicate with clients more effectively

Quilter has launched a client communications guide to help financial advisers deliver messages to clients more effectively.

Jeremy mugridgeFinancial conduct authorityConsumer dutyConsumer understandingQuilter partnersQuilter private client advisersClient communicationConsumer duty

New development for Quilter as it introduces additional adviser model Quilter Partners in response to adviser demand

New development for Quilter as it introduces additional adviser model Quilter Partners in response to adviser demand
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