Building Long Term
Relationships
Since 1991 we have been building long-term relationships with our clients through exceptional service and highly experienced Financial Advisors. Why not get in touch today to discuss your requirements or to request a copy of our Terms of Business.
Our Core
Financial Services

Services include:

01
Personal Financial Planning

Pension Planning
Options at Retirement
Investment Planning
Inheritance Tax Planning

Pension Planning
Options at Retirement
Investment Planning
Inheritance Tax Planning

02
Mortgages & Protection

Mortgages
Equity Release
Protection Planning
Family & Personal

Mortgages
Equity Release
Protection Planning
Family & Personal

03
Corporate Financial Planning

Workplace Pensions
Group Risk Benefits
Business Protection
Group Private Medical
Shareholder Protection

Workplace Pensions
Group Risk Benefits
Business Protection
Group Private Medical
Shareholder Protection

Help Achieve
Your Retirement Ambitions

Equity Release or a Lifetime Mortgage could help you achieve your retirement ambitions.

Some clients use a Lifetime Mortgage for helping family, children & grandchildren, making home and garden improvements or for repaying an interest-only mortgage.  If you’re looking to get your affairs in order and achieve your retirement ambitions, then a Lifetime Mortgage could be just what you need.  Talk to us today to see if you are eligible and for your personal Equity Release illustration.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Finance
TEAM

We think our people make CCS special. Find out more about who you will be working with when you insure through us.

Why
not
speak to us

Why not get in touch today to discuss your requirements or to request a copy of our Terms of Business.

Get in Touch
Make an Enquiry
Request a Callback
Make an
Enquiry
Pop in your details and message below and we'll get back to you as soon as we can.

    * Required. Please do not submit any sensitive data.

    A member of our team will be in touch within 2 working days.

    Request a
    Callback
    Pop in your details below with the best time for us to call back and we'll be in touch as soon as we can.



      * Required. Please do not submit any sensitive data.

      A member of our team will be in touch within 2 working days.

      Complaints
      or suggestions

      If You Are Not Happy With Our Service

      If you have a complaint about your Adviser, or any financial advice you have received from your Adviser, please contact us:

      In writing:

      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 Services website

      If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (e.g. if we arranged insurance or a regulated mortgage product).

      The Financial Ombudsman Service can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London E14 9SR

      Telephone: 0300 1239123

      Email: complaint.info@financial-ombudsman.org.uk

      www.financial-ombudsman.org.uk