Contact Us
Contact us for tailored financial advice and estate planning solutions.
Our location
Caldwell Financial is based in the UK, serving limited company directors, small business owners, high-net-worth individuals and families with tailored financial solutions.
Address
2 Woodstock Link, Belfast, BT6 8DD
Hours
Monday to Friday, 9am - 5pm
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
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)
Caldwell Financial
Specialist Financial Adviser to UK limited company directors, business owners, high-net-worth individuals and families.
Contact details
Email: info@caldwellfinancial.co.uk
Belfast: 02890 133385
© Caldwell Financial 2025. All rights reserved.
Caldwell Financial is an Appointed Representative of Quilter Financial Services Limited, who is authorised and regulated by the Financial Conduct Authority (https://register.fca.org.uk/s/).
Caldwell Financial is entered on the FCA register under Reference Number 1038319.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
Inheritance Tax, Estate Planning and Trusts are not regulated by the Financial Conduct Authority.
Approver: Quilter Financial Services Ltd 28/07/2025
London: 0204 6182023
