Sarah Ferrell Equity Release and Mortgage Advice is a trading style of Ferrell Financial Limited an appointed representative of Quilter Mortgage Planning Limited which is authorised and regulated by the Financial Conduct Authority.
Ferrell Financial Limited is registered in England and Wales, No. 11192749. Registered Address: 7 Clarendon Place, King Street, Maidstone, Kent, ME14 1BQ.
The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
The Financial Conduct Authority does not regulate on buy to let mortgages.
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 Intrinsic Financial Services 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 http://www.financial-ombudsman.org.uk
Customer Privacy
At Ferrell Financial Limited we respect your privacy and the confidentiality of your personal information.
Who are we?
Sarah Ferrell Equity Release and Mortgage Advice is a trading style of Ferrell Financial Limited an appointed representative of Quilter Mortgage Planning Limited which is authorised and regulated by the Financial Conduct Authority.
For further details on the companies in our group, please click here.
What data do we collect and why?
We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice we need to collect sensitive information, such as information about your health. To do this, we will ask for your consent.
We will always keep your data safe and secure, and where we share your data with other businesses to fulfil the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.
Find out more
Our Privacy Notice, holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to contact us if you have any questions. Please write to:
The Office of Data Protection,
Quilter Financial Services,
Wiltshire Court
Farnsby Street,
Swindon
SN1 5AH
QFPdataguardian@quilter.com
Telephone: 0161 488 3559