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 01392 251004.
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)
Company address: Clearwater Financial Ltd, 6-7 Southernhay West , Exeter, Devon, EX1 1JG
Clearwater Financial Limited: Registered in England & Wales, No. 05437119. Registered Office: 6 Southernhay West, Exeter, EX1 1JG
Clearwater Financial Limited is an appointed representative of Quilter Wealth Limited and of Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.
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 Wealth Limited and of Quilter Mortgage Planning Limited 22/01/2024.
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