Quilter Private Client Advisers moves to fresh regional base in Exeter and ushers in new regional director
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”
