Financial Advisory · Lakeside, Doncaster, United Kingdom

V-Financial Ltd

V-Financial Ltd is a Doncaster-based financial adviser and appointed representative of Quilter Financial Services Ltd, offering pensions, mortgages, investments and protection advice.

About V-Financial Ltd

V-Financial Ltd: financial advice in Doncaster within the Quilter network

V-Financial Ltd operates as a financial advisory firm based in Doncaster. It is an appointed representative of Quilter Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority. The firm states that it is part of Quilter Financial Planning, a part of Quilter PLC, which it describes as having over £141.2bn in assets under management as of December 2025.

The company presents its role as helping clients understand, protect and increase their assets. Its stated approach begins with an initial conversation in which the client may not yet know which services are needed; the adviser then describes alternative scenarios, potential variables and possible solutions adapted to the client's needs, lifestyle, character and goals.

Core advisory areas

V-Financial identifies four key areas of activity and expertise:

  • Pensions
  • Mortgages
  • Investments
  • Protection

The firm also lists pension advice as a specific section of its website, alongside the general services overview.

Client commitments and regulatory framework

V-Financial states that its duty as financial advisers is to help clients understand, protect and increase their assets. It refers to a "V-Financial Code" whose principles it describes as absolute integrity, dedication to the client's interests and an ongoing commitment to professional excellence in every aspect of its advisory role.

The firm also says it is committed to the FCA principle of "Treating Customers Fairly", which it links to its own stated ethos and to a Partnership Code intended to ensure fair treatment. The website notes that the guidance and information it contains are subject to the UK regulatory regime and are therefore restricted to consumers based in the UK.

Corporate details and complaints procedure

V-Financial Ltd is registered in England and Wales with company number 09097360. Its registered office is Gresley House, Ten Pound Walk, Lakeside, Doncaster, DN4 5HX.

For complaints about an adviser or financial advice received, the firm directs clients to Quilter Financial Planning Complaints Department at Quilter, Sunderland SR43 4JP, by email at QFPcomplaints@quilter.com or by telephone on 0808 171 2626. The website also states that if a complaint cannot be settled with the firm, the client may be entitled to refer it to the Financial Ombudsman Service.

In brief

Pensions, mortgages, investments and protection advice