"I will be happy to recommend you and have recommended you to 2 people.
You have a very professional style which lets clients know exactly what they are getting.
There is no pressure, unnecessary phone calls and the rest and no attempt to sell products that are not required.
You engender trust which is the bedrock of financial services."
"I will be happy to recommend you and have recommended you to 2 people.
You have a very professional style which lets clients know exactly what they are getting.
There is no pressure, unnecessary phone calls and the rest and no attempt to sell products that are not required.
You engender trust which is the bedrock of financial services."
As first time buyers, the process can be daunting, you were incredibly helpful and went above and beyond to put our minds at ease. Some difficult situations presented themselves, all of which were handled exceptionally, ensuring a remarkably pain-free first house move. Recommended by 2 colleagues, I will certainly be recommending you to others.
Swindon 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
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)
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 11/04/2024
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