I have more than 17 years in Financial Services and for the last 12 years I have been successfully recruiting hundreds of quality financial advice businesses & individuals to Quilter Financial Planning.
I am passionate about my role and have the knowledge and expertise to ensure a successful, smooth and trouble-free journey through to authorisation.
I am experienced in assisting with the purchase of businesses via our Practice Buy Out offering /or helping to prepare for exit with our Practice or Management Buy Out.
If you are an existing firm looking to move from DA/ Network; if you are looking to extract value /a potential sale; or perhaps to set up a new business with us; or if you are interested in joining one of our existing successful AR businesses; please do contact me. Quilter Financial Planning will create new and rewarding opportunities for you, your business, and your clients.
My aim is to recruit quality businesses and individuals who with Quilter Financial Planning’s expert help and support will ensure you take every advantage of the fantastic opportunities and tools Quilter Financial Planning provide for your business to run profitably, grow sustainably and when the time is right exit with confidence.
I look forward to meeting you.