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
Mobile: 07817 314961
© 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/).
Neal Caldwell is entered under the FCA register under Reference Number NDC01073.
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.
Approved Quilter Financial Services Limited TBC
Office: 02890 730188
