Quilter Financial Planning, the financial advice network of FTSE 250-listed Quilter plc, is pleased to announce that it has welcomed Forseti Wealth Partners as its latest appointed representative firm.
Founded by experienced advisers James Harvey and Archie Wilson, the London-based firm specialises in wealth management and tax-efficient planning.
Both James and Archie bring over 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. They were previously advisers at Amicus Wealth before deciding to launch their own firm with Quilter.
Stephen Fryett, managing director of Quilter Financial Planning, said:
“We are delighted to welcome Forseti Wealth Partners to our network. James and Archie are highly experienced advisers with a deep understanding of client needs and a passion for financial planning. Their decision to launch Forseti Wealth Partners within Quilter demonstrates our continued commitment to helping advisers establish and grow their own firms with the backing of a strong network. We look forward to supporting them on their journey.”
James Harvey, co-founder of Forseti Wealth Partners, added:
“Launching Forseti Wealth Partners marks an exciting new chapter for us. When the time came to launch the business, partnering with Quilter was a natural decision; it aligns perfectly with our values and vision for the future. We’re excited to take this next step and continue providing high-quality financial planning with the backing of a network that shares our commitment to client-centric advice.”
