Expert Financial Advice

We always offer expert advice to help you manage your finances

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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 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.
• Mortgages

  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 General Insurance Services that are made available to you through our website are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's marketplace.

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:

Email: QFPcomplaints@quilter.com

Tel: 0191 241 0700

We will be happy to provide you with a summary of the internal procedures for handling complaints, this is available without charge upon request.

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