Financial Planning Consultant

Canaccord taps Quilter executive for wealth planning expansion. Canaccord Wealth has hired former Quilter executive Adam Smith as chief operating officer of its wealth planning division, as it pushes ahead with plans to grow its advice offering. Smith spent two years at Quilter, leading the firm's advice transformation programme. Prior to that, he served on Fairstone's executive committee for six years,and was responsibile for discretionary investment management arm Fairstone Private Wealth. He has also held senior roles at Intrinsic, Cofunds and Legal & General. In his new role, Smith will focus on improving operational efficiency, enhancing the client experience and supporting the continued development of Canaccord's wealth planning business. Managing director Duncan Stratford said the appointment would help the firm build on investment already made in its integrated wealth management proposition.

Nucleus Financial Platforms appoints Quilter's Dave Reynolds. 30 Sep 2026 Reading time: 2 minutes Nucleus Financial Platforms has announced the appointment of Quilter's Dave Reynolds as chief technology officer. Reynolds will join from Quilter at the start of January and will be part of the group's executive committee, replacing Jenny Thorpe who will leave at the end of 2026 to take up a new opportunity. Nucleus is extending the remit of Reynolds role to include transformation and change, as well as technology, across the group. He has more than two decades of senior-level experience working globally in the financial services sector. He's currently group chief information officer at Quilter and was previously group chief technology officer for eight years. During his time at Quilter he's driven the group technology strategy and was responsible for overseeing significant system modernisation and operational improvement. Richard Rowney, Nucleus Group chief executive, said: "The fact we can attract someone of Dave's experience is a sign of how far our group has come. He's an exceptional leader with the skills and acumen that will make a real difference to our operation, and his proven track record of delivering large-scale technology and transformation programmes will help drive our ambitious plans forward. "This is an exciting time as we continue to invest heavily in our technology so we can deliver improved service to advisers and better financial outcomes for customers. "I'd like to thank Jenny Thorpe for her excellent leadership and contribution to our strategy and delivery over the past four years. I've thoroughly enjoyed working with her and wish her well for the future." Dave Reynolds, incoming chief technology officer, said: "I'm pleased to be joining Richard and the wider Nucleus team at this exciting time. What they're building is one of the success stories of the sector, a scale leader that's growing, profitable and delivering for its stakeholders. "I look forward to getting started and to playing my part in helping drive the next phase of its journey." The appointment is subject to regulatory approval.

Quilter signals growth intent with hire of Aviva marketing director. The marketer joins as the wealth management company looks to be "the leading destination for financial planning in the UK". Phoebe Barter, currently group brand director at Aviva, is set to join wealth management business Quilter as brand and marketing director. Barter will join Quilter at the end of the year, reporting to the organisation's chief customer and operations officer, Jo Harris. She will lead Quilter's brand and marketing function, with responsibility for brand strategy, marketing communications, adviser and customer marketing and events. Commenting on the appointment, Harris says Barter's expertise will help the brand take its "ambition to the next level", as the company continues to build momentum behind its 'Money Needs a Plan' brand platform, which aims to encourage more people to engage with their finances, move from saving to investing where appropriate, and benefit from purposeful planning and professional financial advice. "Phoebe is one of the most experienced brand leaders in financial services and I'm delighted to welcome her to Quilter. Her track record of building trusted, customer-focused brands will be a tremendous asset as we continue to grow," Harris adds. She also claims there is a "clear ambition for Quilter to become a household name and the leading destination for financial planning in the UK". Barter brings more than 20 years of experience in brand, marketing, communications and sponsorship across financial services to Quilter. Prior to her five- year tenure at Aviva, she held senior brand director roles at Barclays for eight years and American Express for almost ten years, after she started her career at Mastercard in 2003. On her latest appointment, Barter says she's "excited to join Quilter" and work with colleagues across the business to "continue building a brand that stands out, creates impact and helps more people benefit from financial advice". "The business has a clear purpose, a strong growth strategy and a hugely relevant proposition at a time when more people are looking for confidence and clarity in their financial lives," she adds. At Aviva, she helped to roll out the business' brand refresh in 2024. At the time, she said the focus of her role was to "turbocharge the success that was already there" through research and evolution, as it had also undergone a brand relaunch in 2021 under her predecessor Raj Kumar.