top of page

Complaints Proceedure

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:


Customer Complaints Manager
Quilter
SUNDERLAND
SR43 4JP


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)

New Logo transp.png

Argentum House 

510 Bristol Business Park

Coldharbour Lane 

Bristol BS16 1EJ

T: +44 (0)1179 063 431

E:  contact@planfinancial.co.uk

Thanks for submitting!

Plan Financial is a trading style of Plan Financial Limited which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority (https://register.fca.org.uk/s)under references 440703 440718. Plan Financial Limited, registered office: 510 Bristol Business Park, Coldharbour Lane, Bristol, BS16 1EJ. Company number 09378889. Registered in England and Wales.

​

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.

​

CUSTOMER PRIVACY POLICY | COMPLAINTS PROCEDURE 

​

© 2025 Plan Financial Limited

bottom of page