New laws protecting the personal privacy of UK citizens came into force in May 2018. These increase the existing duties on businesses and organisations to ensure your personal information is protected and fairly processed.

What information do we collect?

When you first approach us to become a client, we will obtain information about you directly and from other sources. Typically these sources will include those financial services providers with whom you have existing arrangements, and those services necessary to determine your identity for the purposes of complying with our statutory obligations.

The information we collect will include details of your personal circumstances, financial affairs, and your goals and objectives. Where relevant, we may also collect sensitive information such as details of your health, medical history, religious considerations and ethical preferences.

How do we hold your information?

We hold your information in both paper and electronic formats. Typically, we will maintain a paper file with your most recent information, which is used for day-to-day servicing of your affairs. These files are periodically updated and electronically archived to our computer server.

How do we process your information?

Unless we receive your consent to do otherwise, we process your information only in relation to those services we have agreed to provide to you, and which are set out in the Customer Agreement you have signed and agreed to.

Do we use your data for marketing?

Where you have given your consent, we will use your contact information to provide you with regular copies of our newsletter, birthday and Christmas cards, or to contact you from time to time on matters we reasonably believe will be of relevance and interest to you.

We will not, at any time, release your information to any other source for the purposes of marketing to you.