Download and read our useful guides that will help you navigate terminology, benefits, risks and associated costs.
Guide on the responsible investment
Investment strategy or practice which incorporates environmental, social and governance factors (PDF).
Guide on the importance of being invested
The perils of missing the best days (PDF).
Guide to our ongoing services
Looking after your needs (PDF).
Guide to retirement
Your new beginning (PDF).
Terms of Business
Your new beginning (PDF).
7 retirement questions for your IFA
Seven of the most common questions your financial adviser can help you to answer (PDF)
Guide to protecting inheritance
Things to consider (PDF)
Guide to mortgages and protection
Affordable and sustainable solutions designed for you (PDF).
Guide to our services
The reassurance you need (PDF).
Privacy Notice
(PDF).
Brighthelm Financial Ltd is an appointed representative of Quilter Mortgage Planning Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Mortgage Planning Limited is entered on the FCA Register ( fca.org.uk/register ) under reference 440718.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
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:
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)