Contact Us

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.


Name Position Telephone Mobile Email
Philip Clark Proprietor 01959 571300 07989851347 philipiqwealthmanagement.co.uk
Rachel Lynch Office Manager 01959 571300 racheliqwealthmanagement.co.uk

Contact Us

Tel. 01959 571300
Fax. 01732 866622
Email. infoiqwealthmanagement.co.uk

Principal Address

Aileen McHugo Building
Westmore Green
Tatsfield
Kent
TN16 2AG
IQ Wealth Management is a Sole Practitioner.

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.

Your home may be repossessed if you do not keep up repayments on your mortgage
There may be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be £325.00.
The Financial Conduct Authority (FCA) does not regulate some forms of mortgage

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:

http://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)

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