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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)

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Argentum House 

510 Bristol Business Park

Coldharbour Lane 

Bristol BS16 1EJ

T: +44 (0)1179 063 431

E:  contact@planfinancial.co.uk

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

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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.

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CUSTOMER PRIVACY POLICY | COMPLAINTS PROCEDURE 

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© 2026 Plan Financial Limited

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