If you want to book in, please use our Calendly link to set up a discovery session with one of our advisers.
https://calendly.com/tp-financial-solutions/discovery-session
There is a fee of £150 for initial appointments with our advisers. The fee includes the appointment with the adviser, and any summary follow up work after the appointment.
If you would prefer please send us a message using the contact form below.
Wondering how to find us, and what happens when you come for a visit? Take a look at our 'How to find us' document!
Complaints Procedure
If you are unhappy with our service or 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
Quilter
SUNDERLAND
SR43 4JP
Email: QFPcomplaints@quilter.com
Tel: 0808 171 2626
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)