Our goal is to respond to all inquiries within 2 working days. While we often meet clients at their homes or businesses, we understand that’s not for everyone so we’re happy to connect virtually or host you in our private meeting room in Cardiff. And if you're further afield, no worries we'll make it work.
Whether you're looking for support with retirement planning, wealth planning, or estate planning, your initial meeting is completely free, with no catch or obligation. We love what we do, and we hope that shines through both here and when we meet you in person.
We look forward to working with you soon.
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)
07919 101 221 Beaufort Park 15 Coed Pengam Lisvane, CF14 0AU
Featured below are the ones our clients ask for most frequently.
Excellent, swift, open and honest advice provided to help me plan for my retirement in 0years time
Dinesh has been an invaluable source of knowledge and support in all aspects of our financial planning and I regularly recommend him to family, friends and colleagues.
Professional, friendly, very responsive to questions and explained answers to my questions so that I can understand.
Professional, friendly, very responsive to questions and explained answers to my questions so that I can understand.
