About Us

About Us

Advance Financial Management is part of Quilter Financial Planning, which currently has more than 3,000 advisers based throughout the UK.

Our prime focus is built around wealth management and customer service ensuring clients are kept fully informed of all matters that are relevant to them.

All of our advisers are highly qualified professionals and able to provide recommendations on everything from buying your own home to retirement and investment planning and a whole range of corporate services.

Because we are part of the Quilter Financial Planning network, no matter how complex your needs may be, your Advance Financial Management adviser can introduce you to specialist consultants who can provide you with the right solution.

At Advance Financial Management we look to build long-term relationships with all our clients, so you will continue to receive ongoing advice based on your financial situation as a whole.

With this emphasis on personal service, it’s no accident that most of our new business comes from clients referring friends and relatives us.

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)