National wealth management buisness moves into new Exeter office

5th March 2019

Quilter Private Client Advisers is pleased to announce that it has relocated its South West regional office from Newton Abbot to Exeter today.

The move comes just a few months after Quilter Private Client Advisers appointed its new regional financial planning director, Jonathan Burden.

Jonathan will now lead a 19-strong regional team of six financial planners and 13 support staff from its new base in Vantage Point within Pynes Hill business centre. The new office will enable the company to increase its presence in the region and be closer to its clients and strategic partners, while also giving the team room to grow in the future.

Jonathan has a variety of experience within financial services including holding roles at Thomson Reuters, NatWest and Royal Bank of Scotland.

The business was created in 2015 and has established a national presence through a series of acquisitions and organic recruitment growth and now has six regional hubs across the country. Across these six regions the provision of on-going services to over 5,600 households across the United Kingdom.

Quilter Private Client Advisers was established to serve affluent and high net worth individuals and their families, and over a third (38%) of its clients have in excess of £1m in personal wealth with the national financial advisory business.

Andy Moore, national financial planning director for Quilter Private Client Advisers says:

“It’s a pleasure to open our new office in Exeter today. The South West represents an enormous opportunity for us and we are excited to see Jonathan build our presence in the region.”

Jonathan adds:

“It’s very exciting to welcome everyone to our new office here in Exeter. The new space provides an open plan working environment for our advisers and support staff.

“This move will undoubtedly help us play our part in the journey to become the premier financial planning firm in the UK and I am excited about growing and developing Quilter’s presence in the South West region”

 

For more information contact

Alex Berry
023 8072 6260
07741 151931
alex.berry@quilter.com

Notes to editors:

Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.

Quilter plc oversees £110.4 billion in customer investments (as at 31 December 2019).

It has an adviser and customer offering spanning: financial advice; investment platforms; multi-asset investment solutions; and discretionary fund management.

The business is comprised of two segments: Advice and Wealth Management and Wealth Platforms.

Advice and Wealth Management encompasses the financial advice business, Quilter Financial Planning; the discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business.

Wealth Platforms includes Old Mutual Wealth UK platform and Old Mutual International, including AAM Advisory in Singapore.

The Old Mutual Wealth Heritage life assurance business was acquired by ReAssure Group Plc on 2 January 2020.

Since its IPO in June 2018, Quilter plc’s businesses have progressively rebranded to Quilter, as follows: 

  • Quilter Financial Planning (previously Intrinsic)
  • Quilter Private Client Advisers (previously Old Mutual Wealth Private Client Advisers)
  • Quilter Financial Advisers (previously Charles Derby Group)
  • Quilter Financial Adviser School
  • Quilter Cheviot
  • Quilter Investors
  • Old Mutual Wealth (becoming Quilter Wealth Solutions in 2020)
  • Old Mutual International (becoming Quilter International in 2020)

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Please remember that past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back any of the amount originally invested. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter plc.  Registered office: Millennium Bridge House, 2 Lambeth Hill, London EC4V 4AJ, United Kingdom. Registered number: 6404270.  Registered in England.

Disclaimer

This announcement may contain certain forward-looking statements with respect to certain Quilter plc’s plans and its current goals and expectations relating to its future financial condition, performance and results. 

By their nature, all forward-looking statements involve risk and uncertainty because they relate to future events and circumstances which are beyond Quilter plc’s control including amongst other things, international and global economic and business conditions, market related risks such as fluctuations in interest rates and exchange rates, the policies and actions of regulatory authorities, the impact of competition, inflation, deflation, the timing and impact of other uncertainties of future acquisitions or combinations within relevant industries, as well as the impact of tax and other legislation and other regulations in the jurisdictions in which Quilter plc and its affiliates operate. As a result, Quilter plc’s actual future financial condition, performance and results may differ materially from the plans, goals and expectations set forth in Quilter plc’s forward looking statements.

Quilter plc undertakes no obligation to update the forward-looking statements contained in this announcement or any other forward-looking statements it may make.

Nothing in this announcement should be construed as a profit forecast.