top of page

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

practice_areas

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.

"

"

our_vision

CONTACT

US

ADDRESS

EMAIL

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)

Thanks for submitting!

contact
bottom of page