If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
SUNDERLAND
SR43 4JR
Email: QFPcomplaints@quilter.com
Tel: 0808 171 2626
You can find more information by visiting the Quilter Financial Planning website: Quilter Financial Planning
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service(www.financial-ombudsman.org.uk)
LATEST NEWS
Introductio to our news and events.
Financial Planning for NHS Professionals
NHS pension arrangements can be complex. We explain some of the key areas NHS professionals should consider when planning their financial future.
Inheritance Tax Planning: Where to Start
An introduction to the steps families can consider when reviewing their estate and potential inheritance tax position.
Planning for Retirement With Confidence
The key questions to consider when deciding when to retire and how to fund the lifestyle you want.
Should You Combine Your Pensions?
The potential advantages, disadvantages and important considerations involved in bringing pensions together.
Testimonials
Our clients are at the heart of everything we do. From tailored financial strategies to long-term support, we are proud to have built lasting relationships based on trust, expertise, and real results. Here’s what some of our clients have to say about their experience working with us.