Call +44 (0)7825 789141 or e-mail: firstname.lastname@example.org to book in a FREE no-obligation consultation.
Specialising in IHT and self-employed clients, our DipFA and CeMAP qualified expert, Simon Pardoe, provides quality Pension, Investment, Mortgage and Protection advice to Professional and Retail clients.
Simon has a wealth of experience and a strong focus on customer service. See the testimonial section below for examples of client experiences.
Call +44 (0)7845 049149 or e-mail: email@example.com to book in a FREE no-obligation consultation.
Specialising in high net-worth clients, our DipFA, CeRER and CeMAP qualified expert, Jethro Seaton, provides quality Pension, Investment, Mortgages (including Equity Release) and Protection advice to Professional and Retail clients.
See the testimonial section below for examples of client experiences.
"...helped us with getting all the important documents together quickly after an in depth Zoom call. He really went the extra mile to help us in what is a really difficult time for buying a house.
...we were able to get the mortgage we were looking for. Simon was very swift in updating us which was great, especially during the current time. We highly recommend him to anyone needing financial advice.
Could not have been more helpful. Ticked all of our boxes as first time buyers. Thanks Simon.
Simon, Thank you so much for everything you have done for us in allowing us to get our mortgage for our house! We were so pleased with everything, cannot fault you. For us as first time buyers, it is a lot of information overload, you explained everything clearly and were very prompt in replying. I think most people would find that appealing within your service."
"Being new to the UK having recently moved from abroad, I was looking for a knowledgeable and dependable financial advisor. Simon was recommended to me and now I know why!
Not only has he advised me professionally and effectively on all financial aspects I was needing, but he actually took my personal circumstances properly into consideration and has even been exceptionally helpful in many other areas.
I most certainly received the outcome I needed and am left with total peace of mind. I can’t recommend or thank Simon highly enough."
"I came to Simon to find out more about income and life insurance. He found me the best possible covers to make sure myself and family are protected.
Simon found and organised my life insurance cover to help project my investments and family. He was an integral part in deciding the right level of cover needed and at a manageable premium.
.....very satisfied with the advice received from Simon."
"My fixed term home mortgage was coming to the end of its term and I needed to renew.
Simon was able to find me varying products giving different options. The end result with me signing up to a new product which actually reduced my remaining term of the mortgage by a few years.
I will definitely be in touch with Simon again when I am able to renew again.
I can hand on heart say there is nothing I can suggest to make the experience any better. All communications were clear and on a level I understood. Any contact was on time and the whole process of renewing took place very quickly."
"He helped us to find a new mortgage deal when it was time to remortgage. He got us a great deal, and the whole process ran smoothly.
Simon was very helpful and professional in his approach. I would highly recommend Simon.
Simon was brilliant throughout the whole process. I couldn't fault him."
"Me and my partner were looking into getting a Mortgage.
We were provided advice and information required to take this step. Every step of the way we were given a breakdown of all the things we needed to know and was explained to us in the fullest amount of detail we could ask for. Simon was easy to understand and a highly recommended financial adviser from mine and my partners perspective. Would definitely use him again and hoping to very soon, excellent value for money.
Everything we asked for and needed to know was there without hesitation. Couldn’t improve even if he tried."
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 Quilter Financial Planning website:
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)
The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
White Eagle Finance is a trading style of Warwick Road Financial Services Ltd, an Appointed Representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Warwick Road Financial Services Ltd is Registered in England and Wales, No: 09303523. Registered Address: York House, Smisby Road, Ashby De La Zouch, Leicestershire, LE65 2UG.
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