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Quilter adds to regions with three IFA buys

Quilter adds to regions with three IFA buys

National advice firm Quilter Private Client Advisers has announced a trio of advice acquisitions, taking its total firms bought this year to 11.

Cheltenham-based Eastgate Financial Management, Surrey-based Holdaway Johnson and Blackburn-based Clive C Aitkenhead Financial Consultant have all been acquired by Quilter Private Client Advisers.

David Irving, Clive Aitkenhead and Charles Holdaway, the owners of the three firms, will retire following the migration of their businesses into the Quilter-owned advice arm.

Dominic Rose (pictured), strategy and acquisitions director at Quilter Private Client Advisers, said the consolidator is seeing more firms approach it.

‘We are pleased to be able to continue to expand our regional offices with the acquisitions of these three excellent businesses. Each one fits well with our business and culture and we look forward to continuing to give David, Clive and Charles’ clients the quality, face-to-face financial planning they are used to.

‘Given we now have a proven track record, we are seeing increasing numbers of firms approaching us directly and we expect to complete on further acquisitions before the end of the year.’

Quilter Private Client Advisers is part of Quilter Plc which separated from its South African parent company, Old Mutual, earlier this year. The advice arm has rebranded from Old Mutual Private Client Advisers to Quilter Private Client Advisers.

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