Roseum Financial Planning

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Roseum Financial Planning
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Customer Privacy Notice

You can view our Privacy Policy via the following link:  https://www.quilter.com/important-information/privacy-notices/appointed-representative-privacy-notice/ 


Capital at risk! Because investments can fall as well as rise in value, you may not get back the full amount invested. Past performance is not necessarily a reliable guide to future performance. Other key risks will be included within your suitability report and in product provider literature. It’s very important you understand the risks of investing before you proceed with any of our recommendations. Please ask us if you need any more information or clarification.


Roseum Financial Planning Limited is an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.


Roseum Financial Planning Limited is registered in Scotland. Company Number SC766719. Registered Address 3/3 4 Redshank Avenue, Renfrew, Scotland, PA4 8SF.


The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. 


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

Quilter
SUNDERLAND
SR43 4JP

Email: QFPcomplaints@quilter.com 

Tel: 0808 171 2626


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

Contact Quilter Financial Planning | Quilter


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)

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