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Complaints

At Beals Wealth, we take customer satisfaction seriously and are committed to providing the highest level of service. However, if you are unhappy with any aspect of our service, we want to hear from you so we can put things right.

Mortgages | Investments | Wealth Management | Pensions | Protection | Equity Release

Making a complaint

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
Quilter
SUNDERLAND
SR43 4JP
0808 171 2626
You can find more information by visiting the Quilter Financial Planning Website
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.

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Our first appointment is free of charge and with no-obligation! Available by phone, video call or face-to-face.
Call us on: 01489 585 548
Email us: info@bealsfs.co.uk
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The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited. March 2025

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166
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