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Why Protection is Important

Why Protection is Important

There are events we can all face that have the potential to disrupt lives, standards of living and families. It’s a difficult issue to think about but imagine the impact on you and your family should the main earner in your household die or become seriously ill. It may not happen to you – we hope it doesn’t – but it might.

While there is no insurance that can prevent these things from happening, you can protect yourself and your family financially by making money available, should something unexpected happen.

This money can be the difference between keeping and losing your home and maintaining your family’s lifestyle.

Introduction to Financial Planning

We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?

Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.

You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option. Careful planning helps to turn your goals into reality and the sooner you start your financial planning the greater your chance of realising them.

There are so many issues to consider when planning a financial future, so we've highlighted some key stages of a financial life to guide you.

Privacy Notice

CUSTOMER PRIVACY NOTICE

This notice sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.

This privacy notice explains:

  • Who we are;
  • Your rights;
  • What personal information we collect;
  • How we use your personal information;
  • Who we share your information with and why;
  • How we keep your information secure;
  • How to manage your marketing consents; and
  • How to contact us.

In this document, “We” and “Us” and refers to Knight Parker Wealth Management LLP, Quilter Financial Planning and its subsidiary companies.

Who we are

At Knight Parker Wealth Management LLP we respect your privacy and the confidentiality of your personal information.

Knight Parker Wealth Management LLP is an appointed representative of Quilter Financial Services Limited

Privacy Policy

Customer Privacy

At Knight Parker Wealth Management LLP, we respect your privacy and the confidentiality of your personal information.

Who are we?

Knight Parker Wealth Management LLP is an appointed representative of Quilter Financial Services Limited who are part of the Quilter Group of companies.

For further details on the companies in our group, please click here.

Customer Privacy Notice

At Positive Solutions we respect your privacy and the confidentiality of your personal information.

WHO ARE WE?

Positive Solutions is a trading style of Quilter Financial Planning Solutions Limited, which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Solutions Limited is part of Quilter Financial Planning, which is part of the Quilter Group of Companies.

For further details on the companies in our group, please visit.

This Privacy Notice explains:

  • Who we are
  • What personal information we collect
  • How we use your personal information
  • Who we share your information with and why
  • How we keep your information secure
  • Your rights
  • How to contact us

Positive Solutions provide financial planning solutions and advice through experienced and qualified advisers based in the UK.

Business Protection Insurance

Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.

With that in mind we can help you take the right steps to protect your people and your business. After all, you already protect many of the important things that keep your business running smoothly, like property, fleets and stock. So you should also insure your most valuable assets: your staff and shareholders.

Complaints Process

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: 0808 171 2626

You can find more information by visiting the Quilter Financial Planning website: Quilter Financial Planning 

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)

 

Quilter Financial Planning Complaints

 

 

 

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:https://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)

 

 

 

 

Our Client Charter

You also enjoy the reassurance that comes from knowing we abide by our client charter:

Welcome to [Company Name], Mortgage Advisers & Insurance Brokers in Edgware, Middlesex

Call us now and see how our friendly service and know-how gives you access to a full range of UK mortgages and re-mortgage products including fixed rate, interest only, capped, discount and variable interest rates and buy to let mortgages.

The credit crunch, which started in 2007, dried up the supply of mortgage finance with some specialist lenders being driven out altogether. Now there is but a small number of mortgage lenders which have increased their hold over the whole of market  for new UK home loans.

If you are a first time buyer, the prospect of buying your first home can be both daunting and confusing. Our aim is to guide you through the transaction from start to finish so that you understand exactly what the purchase entails, and how much it will cost. This is the largest financial transaction you are ever likely to make so it must be done smoothly and efficiently.

Call us today on 01675 469085 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you.

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