Collectively providing clients with bespoke financial advice for over 100 years.
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 Positive Solutions Partnership 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. To view our full guide click on the Treating Customers Fairly link.
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CONTACT
US
ADDRESS
V-Financial Ltd
Longfields Court
Middlewoods Way
Carlton
Barnsley
S71 3GN
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
Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY
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)
