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 01704 828120.
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 17/10/2023
01704 828120
mark@principledfp.com
Horse & Jockey Stables, 81A King Street, Southport, PR8 1LQCompany address: Principled Financial Planning Ltd, Horse & Jockey Stables, 81A King Street, Southport, PR8 1LQ
Principled Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703 and 440718.
Principled Financial Planning Ltd is registered in England and Wales, No: 11207310. Registered Address: The Horse and Jockey Stables, 81a King Street, Southport, Merseyside, PR8 1LQ.
The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 17/10/2023
Copyright © 2014 Adviser Pro All Rights Reserved.
