Complaints

How to Make a Complaint

We take all complaints seriously. If you are unhappy with our service, please follow the steps below.

If you have a complaint about your adviser

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us directly in the first instance. If we are unable to resolve your complaint satisfactorily, you can escalate to Quilter Financial Planning.

Quilter Financial Planning Complaints Department

Contact Quilter Financial Planning

Financial Ombudsman Service

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