Complaints Process

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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

SUNDERLAND
SR43 4JR

Email: QFPcomplaints@quilter.com
Tel: 0808 171 2626

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

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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Ask us about consolidating old and existing Pension plans

Don't miss this opportunity!
contact us

The Farmhouse, Roseview, Leadburn, West Linton, EH46 7BE
0131 526 3062
info@roseviewwm.co.uk

Roseview Wealth Management is a trading style of Pensionlite Ltd which is an appointed representative of Quilter Financial Services Limited  which is authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited is entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703

PensionLite Ltd is registered as a company in England & Wales no: 10517547. Registered address: Summit House, 13 High Street, London, England, E11 2AA

The guidance and /or information contained within this website is subject to UK regulatory regime and is therefore targeted at clients based in the UK.

Approver Quilter Financial Services Limited 19/09/2024.

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