It’s easy to get in contact with us, and we’ll put you on the right path with our qualified and knowledgeable staff. Contact us to set up an appointment or ask us for advice. Below we have contact options including Freephone, Email, Address or Fax. Alternatively send a message to us using the form below, you can specify a convenient time for us to call you back if necessary.


Use our handy contact form below and we will get back to you shorty. Alternatively, you will find our Address, Freephone Number, Fax Number and Email Address. We will endeavour to get back to you as soon as possible.


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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

Tel: 0191 241 0700

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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Beals Wealth Management

Our Opening Hours

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