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Privacy Statement

As Financial Advisers, we are committed to protecting your personal information and other data provided to us in the course of our dealings with you.

The nature of our business is that we may on occasion ask you to provide sensitive personal data as defined in the Data Protection Act 1998 (for example, questions relating to your health in order to provide life insurance quotations). As required by the Data Protection Act 1998, we follow strict security procedures in the storage and disclosure of this information, and will gain your consent to use this data and take appropriate measures to protect it. 

We will not disclose your personal information to third parties, unless we are legally required to do so, but will reserve the right to disclose personal data to comply with applicable laws and lawful government requests, to operate our systems properly, or protect ourselves and our clients.

Make an Enquiry

To find out more about our services please call us on 0115 973 7314.

Click here to enquire by email