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 | |
Philip Clark | Proprietor | 01959 571300 | 07989851347 | philipiqwealthmanagement.co.uk |
Rachel Lynch | Office Manager | 01959 571300 | racheliqwealthmanagement.co.uk |
Principal Address
Westmore Green
Tatsfield
Kent
TN16 2AG
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.
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 DepartmentSunderlandSR43 4JREmail: 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)