Face to face meetings are often the best way to discuss financial maters so please get in contact and we can arrange a convenient time for me to visit you at your home or office.
Mobile - 07968586449
Privacy notice (docx)
DownloadSwindon 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 is entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703 and 440718. Swindon Financial Planning Limited is registered as a company in England & Wales. Number 8763093. Registered Office: 40 Osterley Road, Swindon, SN25 1UW
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
Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY
Email: QFPcomplaints@quilter.com
Tel: 0191 241 0700
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)
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