Get in touch
Start with a conversation.
Tell us briefly what prompted you to look. One of the team will call you back to arrange a first meeting.
Request a callback
Or call us
167-169 Great Portland Street
London W1W 5PF
Office visits are by appointment only. We are here Monday to Friday, 9am to 5.30pm.
No surprises
What happens after you get in touch.
We call you back
Usually the same working day. A short conversation to understand what prompted you to look and whether we are the right people, which sometimes we are not.
A proper first meeting
At a time that suits your week, in person or on a call.
You decide
If there is work worth doing we will set out what it involves and what it costs in writing before anything starts. If there is not, we will tell you that instead.
Complaints
If you need to make a complaint.
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.
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).