The quickest way to get the ball rolling, is to complete our Letter of Authority. It's quick, simple and we can on to dealing with your pension case right away.
We're looking forward to your call, pick up the phone now to get your pension review in motion.
STEP 1. We will speak with you to gather the basic information needed to allow us to conduct your review in accordance with the current Financial Conduct Authority requirements and ask you to complete a Letter of Authority if you haven't already done so.
STEP 2. We will then contact your Pension provider or providers and collect the information we need to analyse and review your current pensions.
STEP 3. We then arrange a telephone appointment with one of our professional Pensions Advisers who will make the necessary recommendations on how to maintain or improve your pension provision.
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
Newcastle upon Tyne
Tel: 0191 241 0700
by visiting the Quilter Financial Planning website https://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).
The Financial Ombudsman Service Exchange Tower London E14 9SR