We are proud to be part of Quilter Financial Planning, a part of Quilter PLC who have over 106.7bn assets under management.
(as of 31st December 2023)
Expert Financial Advisors
OUR SERVICES
When we first get together to discuss your needs, you may not actually be sure what services you require. Don’t worry. It is part of our job to help you decide, by describing alternative scenarios, indicating potential variables and outlining possible solutions. All of this is done to suit your particular needs, lifestyle, character and goals. Our key areas of activity and expertise are;
PENSIONS
MORTGAGES
INVESTMENTS
PROTECTION
OUR PROMISE
V-Financial believe our duty as financial advisers, is to help our clients understand, protect and increase their assets. We promise to uphold the V-Financial Code, whose principles are integral to our own business philosophy of absolute integrity, dedication to my client’s interests, and an ongoing commitment to provide professional excellence in every aspect of our advisory role.
V-Financial are committed to the FCA principle of ‘Treating Customers Fairly’. This complements our own stated ethos of helping all clients understand, protect and increase their assets. This is built into our Partnership Code to ensure you are always treated fairly.
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CONTACT
US
ADDRESS
V-Financial Ltd
Gresley House
Ten Pound Walk
Lakeside
Doncaster
DN4 5HX
PHONE
01226 630 087
COMPLAINTS
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
Quilter Financial Planning Complaints Department
Quilter
SUNDERLAND
SR43 4JP
Email: QFPcomplaints@quilter.com
Tel: 0808 171 2626
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)
