FAQ's

Are you a lender?

No, we do not lend our own money. Able Wealth management advises on a range of products. We assist with the sourcing and selection of the most appropriate product for the clients circumstances, from our panel of lenders.

Are you authorized by the Financial Conduct Authority?

We are an appointed representative of Quilter Mortgage Planning Ltd who are authorised and regulated by the Financial Conduct Authority.

What is the process?

Our advisor will contact you and arrange a meeting to advise on the products most suitable to your needs. We will then source the right product to suit you and will apply for this on your behalf.

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)