Welcome to Face 2 Face Financial Planning and Mortgage Solutions
Based in Midlothian, we have clients throughout the Lothians and Fife. With our expertise Face 2 Face Financial Planning and Mortgage Solutions can help you with your financial planning requirements making sure you make the right decisions. We pride ourselves on plain talking and a first class service, ensuring that the advice we give is tailored to your own needs. To make things even more straightforward, we arrange to see you at your home or work place at a time convenient to you.
We offer a comprehensive financial planning service for all your investment and protection needs:
- Pension Planning
When do you want to retire and how much income will you need?
- Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely?
- Income Protection
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
- Investments/Regular Savings
Are you making the best use of any spare capital or surplus income?
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Do you want to reduce your current mortgage outlay or are you moving home?
Your home may be repossessed if you do not keep up repayments on your mortgage.
We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.
If you do have any suggestions please e-mail us or use one of our contact forms.
The Financial Conduct Authority do not regulate buy to let mortgages
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
SR43 4JR Email: QFPcomplaints@quilter.com Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning website:
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)
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