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4. Client Charter

Here is what you can expect from us.

Our Commitment To You

We aim to provide a fully comprehensive service to all of our clients.

We are confident that we will deliver a high-quality service that will be among the best in the financial services industry.

We continually strive to improve our professionalism through personal development.

We follow the principles of Treating Customers Fairly set out by the Financial Conduct Authority.

If any material interest or conflict of interest should arise in business that we are arranging for you, we will let you know and ask for your consent before we carry out your instructions.

Our processes and procedures follow the guidelines as laid down by our business support network – Quilter Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority.

We like to treat our clients as we would expect to be treated. We like to hear how we’ve performed so please feel free to let us know. If you are ever dissatisfied with the service you’ve received we will do our best to put it right.


If you are unhappy with our service

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 Complaints Department Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY

Email:   Tel: 0191 241 0700

You can find more information by visiting the Quilter Financial Services website:

If you cannot settle your complaint with us, you may be entitled to refer it to the Quilter Financial Planning ( The Quilter Financial Planning Exchange Tower London E14 9SR Tel: 0300 1239123
Email: Website:

Privacy Notice

More information can be found here:

Next: Meet Our Experts

Next: Meet Our Experts

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