Quilter Financial Planning adds five UK advice firms

The additions are Oakmont Financial Advice, Divitus Wealth, KDT Wealth Management, Nick Wells Financial Planning and Pimblott Financial Solutions. Quilter Financial Planning is part of UK-based wealth manager Quilter.

Oakmont, based in Hove and serving clients across Sussex, is led by Samantha Lewin, formerly with mortgage and protection firm One Finance Group. Slough-based Divitus Wealth is led by Amandeep (Aman) Mashiana, who has more than 17 years of wealth management experience and previously worked at SJP.

Kevin Trett founded KDT Wealth Management in Norwich after leaving a local directly authorised firm. Nick Wells Financial Planning operates from Banstead, Surrey. Wells, who has worked in financial services since 1989, runs the referral-based business with his wife, Tracey, its operations manager. He was previously self-employed at Sandringham.

West Yorkshire-based Pimblott Financial Solutions is led by Craig Pimblott, who has more than 20 years of financial advice experience. The firm joined Quilter to support succession planning and gain access to business and paraplanning support.

Quilter Financial Planning managing director Warren Vickers said the firms wanted to retain control of their businesses while gaining support for growth, paraplanning and day-to-day operations. He said Quilter’s role was to provide that support so advisers could focus on clients.