Contact us

Give us a call or drop us a message

The easiest way to contact us is by using the contact form below, but if you’d prefer please feel free to call us on 029 2069 2003.

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)

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 24/07/2023

Company address: Financial Planning Business Limited, First Floor Office, 5 Station Road, Cardiff, Wales, CF15 8AA

T: 029 2069 2003 E: info@fpbmoney.com

Financial Planning Business Limited is registered in England and Wales, Company No: 08103976. Registered Address: First Floor Office 5 Station Road, Radyr, Cardiff, CF15 8AA The guidance and / or information contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Financial Planning Business Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited. 24/07/2023

 

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