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. philip@iqwealthmanagement.co.uk
 

Principal Address

Aileen McHugo Building
Westmore Green
Tatsfield
Kent
TN16 2AG
 
IQ Wealth Management is a trading style of Philip Clark

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

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
We charge a fee of £495. This fee is for advice, research, recommendation, implementation (e.g. application, administration of arranging the loan).
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
Sunderland
SR43 4JR
 

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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