Contact

If you are ready to start your journey, or you’re thinking about how to gain clarity on moving forward, we want to hear from you.

Fancy a Coffee?

We are always open to new enquiries and we try to help everyone we can. So, if you would like to learn more about what we do and how we might be able to help, please don’t hesitate to get in touch to arrange a further discussion.

We understand that sometimes speaking to a financial adviser for the first time can be daunting, so below is a list of steps you can expect us to take if you decide to reach out.

Step #1

We will confirm receipt of your contact and respond with an aim to arrange a short discussion. If email is more convenient and preferred, we will ask some generic questions to understand more about your situation.

Step #2

If we feel we can help, we will look to arrange a phone call or preferably to try and meet in person. Our meeting can take place in a location convenient for you – perhaps your home, place of work, or your local coffee haunt. Up until this point there is no cost, and no obligation to continue with us as a client.

Step #3

At our initial meeting, we will move into Stage 1 of your 6-step process and begin to understand in more depth what you want to achieve. Again, any questions you might have of us are more than welcome. Should you wish to proceed as a client, we will then begin work on the other stages of our 6-step process.

We are always open to new enquiries and we try to help everyone we can. So, if you would like to learn more about what we do and how we might be able to help, please don’t hesitate to get in touch to arrange a further discussion.

We understand that sometimes speaking to a financial adviser for the first time can be daunting, so below is a list of steps you can expect us to take if you decide to reach out.

Step #1

We will confirm receipt of your contact and respond with an aim to arrange a short discussion. If email is more convenient and preferred, we will ask some generic questions to understand more about your situation.

Step #2

If we feel we can help, we will look to arrange a phone call or preferably to try and meet in person. Our meeting can take place in a location convenient for you – perhaps your home, place of work, or your local coffee haunt. Up until this point there is no cost, and no obligation to continue with us as a client.

Step #3

At our initial meeting, we will move into Stage 1 of your 6-step process and begin to understand in more depth what you want to achieve. Again, any questions you might have of us are more than welcome. Should you wish to proceed as a client, we will then begin work on the other stages of our 6-step process.

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 directly:

Quilter Financial Planning Complaints Department
Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY

Telephone: +44 (0)191 241 0700

Email: qfpcomplaints@quilter.com

You can find more information by visiting the Quilter Financial Planning website: http://www.quilterfinancialplanning.co.uk/contacts/

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)