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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: [email protected]

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)

What is Key Person Insurance? and Why you need it!

A comprehensive look at Key Person Insurance Click play to watch the video explaining more about key person insurance The video below explains more about key person policies, who they can help, how they could help you and how they […]

Business Loan Protection Insurance

Business Loan Protection Contact Me By Email… Why should I take out business loan protection? Many lenders make it a condition of loan arrangements – just as personal life insurance is taken out alongside a new mortgage. Here’s a little […]

Shareholder Protection Insurance Guide

The Ultimate Guide to Shareholder Protection Insurance Click play to watch the video explaining more about shareholder protection insurance The video below explains more about shareholder protection policies, who they can help, how they could help you and how they […]

Executive Income Protection Insurance

Complete Guide to Executive Income Protection Insurance Contact Me By Email… The need for sickness or long term illness cover. Typically executive income protection policies are taken out by company directors of small limited companies. In effect these clients are […]

Relevant Life Policy Insurance

The Ultimate Guide to Relevant Life Policies Click play to watch the video explaining more about relevant life policies. The video below explains more about the relevant life policy, who they can help, how they could help you and how […]

Our Guide to LIFT Scheme Mortgages

Our Guide to LIFT Scheme Mortgages What is the LIFT Scheme? LIFT stands for – Low-cost Initiative for First Time Buyers (LIFT). Since the scheme’s introduction in 2007, it has helped more than 12,000 people buy their first home, says […]

Key Person Insurance Protection Guide

My Complete Guide to Key Person Protection Insurance Does Your Business Have a Key Person Insurance Need? Methods of Calculating Key Person Cover Who is a Key Person? A key person is an individual whose skill, knowledge, experience or leadership […]

Shareholder Protection Insurance Guide

My Complete Guide to Shareholder Protection Insurance Introduction to Shareholder Protection In this article we will be explaining the details and benefits of shareholder protection, including such items as why you need it, how it works and how much it […]

Maximum Sum Assured Tool

A common query that I get from clients is how much cover can they have through a relevant life policy. Most company directors take a small basic salary usually just below the basic rate tax threshold. The rest of their […]

Relevant Life Savings Calculator

I have created a simple slider calculator that you can use to work out exactly how much you can save with a relevant life policy. You can view detailed figures or just basic figures of what you could save. In […]