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Life Plans Direct offer you practical financial advice whether it's your individual requirements or advice on your business. We are happy to discuss your requirements either at a meeting or over the telephone and of course there is no obligation. We always ensure that we offer a quality service to our customers, giving advice on existing investments and policies as well as new.

Life Plans Direct is a trading name of Paul O’Neill who is an Appointed Representative of Quilter Financial Limited. Quilter Financial Limited is part of the Quilter Group of companies. 
 

Quilter Financial Limited, Wiltshire Court, Farnsby Street, Swindon SN1 5AH is authorised and regulated by the Financial Conduct Authority. FCA number 497604.
 

You can check this on the FCA’s Register by visiting the FCA’s website http://www.fca.org.uk/firms/systems-reporting/register or by contacting the FCA on 0800 111 6768.
 

The Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London E14 5HS

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

For more information or questions about our products & services, please contact us at the following address:

Life Plans Direct
3, Fernhurst Road
Croydon
CR0 7DJ

Principal: Paul O'Neill CeMAP DipFA CeRER
Telephone: (020) 86551240
Email: enquiries@lifeplansdirect.co.uk 


 

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