Privacy Policy

Data Protection Policy

In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to ensure the suitability of any recommendations that we make.

You have the right to access information we hold about you. You can access a copy of these records by contacting us in the normal way. We are entitled to charge a fee for this service of up to £10. If any of the information we hold is incomplete or inaccurate please tell us and we will correct it.

Personal information will be kept for compliance and monitoring purposes. Information may be passed to other financial firms in the course of providing services. We may provide information to our regulators and their successor. We may also provide information to our auditors, professional advisers, and other firms within the Group.

We may from time to time contact you by post, fax or e-mail with details of products and services which may be of interest to you.

We shall disclose information to relevant authorities where we are required to do so by law.

We are legally obliged to verify the identity of our customers and retain these records.

We will retain records after our business relationship has ended for legal and regulatory purposes.