Wealth Protection | Wealth Creation | Wealth Management
Book a free 20-minute consultation with us today.
This can be:
- Face-to-face in your home or at our offices
- Over the phone
- Skype or Zoom
We can help with:
- Workplace pensions (auto enrolment)
- Director’s pensions
- Continuity planning
- Succession planning
- Employee benefits
- Corporate investment
Ready to look at pensions for your employees or business continuity and succession planning? We welcome the opportunity to tell you more.
*The Financial Conduct Authority may not regulate some areas of commercial financial planning.
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
Newcastle upon Tyne
Tel: 0191 241 0700
You can find more information by visiting the Intrinsic Financial Services website: http://www.quilterfinanicalplanning.com/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)
WHO WE WORK WITH
Waseem is a great communicator and goes far beyond what is expected to help his clients. When there were multiple different companies for my payment protection, he went through it all and explained all the different options.
He spent time helping me find the plan that suited my work needs. He is very responsive to emails and always makes the effort to talk through all the documentation.
I used Waseem to arrange the mortgage on my home.
His experience was very useful in getting the right product for me without wasting any time. His personal attention throughout was much appreciated.
What I have enjoyed most about working with Waseem has been his patience and the feeling of not being pressured into any decisions.
Waseem takes the time to break down what he is advising and why he is advising it. He instills trust with his advice and I honestly feel like I am in safe hands.
I would highly recommend working with Waseem, my expectations were met to a high standard. He is honest, reliable and trustworthy, regularly kept in touch to inform me of how things were progressing and made everything so easy to understand.
Waseem is a knowledgeable and professional financial adviser, he saved my family home and made my mother's retirement happen. I cannot thank him enough and give him 10/10.
I have no hesitation in referring divorce and home-buying clients to Waseem for advice on mortgages and pensions. He is very approachable and talks to them in plain English.
He has the highest professional standards and I feel it reflects well on my reputation when I introduce people to him.
Waseem was very constructive in the advice he gave us before we made our bridging finance application. He also kept us informed with the progress up to and including receipt of funds.
Subsequently, he provided sound advice regarding income protection and life cover.
We will work with him again, should the opportunity arise.