On this page you will find information on how to contact us by a range of methods.
The Financial Conduct Authority does not regulate Estate Planning & Long-Term-Care advice.
|Philip Clark||Proprietor||01959 571300||07989851347||philipiqwealthmanagement.co.uk|
|Rachel Lynch||Office Manager||01959 571300||racheliqwealthmanagement.co.uk|
IQ Wealth Management is able to advise in the following areas.
- Mortgage Advice
- Life Insurance/Protection
- Investment Advice
- Pensions and Retirement Planning
- Equity Release
- Health & Long Term Care
- Corporate Financial Advice
- Estate Planning
At the present moment we introduce mortgage clients to :-
Add Wealth Management Ltd
16 Bromley Road, Beckenham, Kent BR3 5JE
Telephone: 0845 270 3303
Add Wealth Management will charge clients a fee and we will receive a payment from them for the introduction.
IQ Wealth Management is a trading name of Philip Clark who is the sole practitioner.
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
Newcastle upon Tyne
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)