Excellence in everything we do

The Chartered status reflects the firm's commitment to achieving excellence in qualifications, professional development, ethics, and, most importantly, client outcomes.

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

SUNDERLAND
SR43 4JR

Email: QFPcomplaints@quilter.com
Tel: 0808 171 2626

You can find more information by visiting the Quilter Financial Planning website: Quilter Financial Planning 

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)

 

Ascent Financial Planning - Request a call back

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01745 585 474
 
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FAQs

Latest Company News.

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  • How Much is Inheritance Tax in North Wales

    Jun 18, 2026

    How much inheritance tax will your nearest and dearest have to pay when you pass away?

  • Do You Need Estate Planning in North Wales?

    May 20, 2026

    Do you want your loved ones to get specific assets after you pass away? At North Wales-based Ascent Financial Planning, we can ensure it happens....

  • How Much Money Do I Need to Retire?

    Apr 14, 2026

    There is no one figure that answers this question, as everybody’s different.

  • Can I take My Pension as a Lump Sum?

    Apr 14, 2026

    Thanks to reforms over the last ten years, pensions now come with more freedom than ever before

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01745 585 474
93 Bowen Court,
St Asaph Business Park,
Denbighshire
LL17 0JE.

Get directions

info@ascentfp.co.uk
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