IP Wealth Management Limited is an appointed representative of Quilter Financial Services Limited (FCA Register number is 440703) and Quilter Mortgage Planning Limited (FCA Register number 440718), Wiltshire Court, Farnsby Street, Swindon. SN1 5AH which is authorised and regulated by the Financial Conduct Authority.

The permitted business of Quilter Financial Services Limited and Quilter Mortgage Planning Limited is advising on and arranging pensions, investments, mortgages, life assurance and general insurance.

Quilter Financial Planning Limited owns 100% of the share capital of Quilter Financial Services Limited, Quilter Wealth Ltd and Quilter Mortgage Planning Limited. Old Mutual Wealth Holdings Limited owns 100% of the share capital of Quilter Financial Planning Limited.


f you wish to register a complaint, please contact us:

In writing: Write to Compliance Department, Quilter Financial Planning Complaints Department.

By phone: 0191 241 0700.

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.

We are covered by the FSCS. You may be entitled to compensation from the scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim.

Should you wish to find out more about Quilter Financial Planning Limited.



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