Privacy Notice

In line with new regulations, from 25th May 2018, I will now issue a Privacy Notice to every client.

There is now a requirement to have client consent for collecting, storing and processing your data in accordance with the Data Protection Act 2018, prior to completion of the 'Know Your Client' fact-find process.

My Internet Privacy Notice can be browsed using the interactive brochure below - my full Privacy Notice for Certitude Wealth can be browsed using the second interactive brochure.

To view companies within the Quilter Group, please visit this following link

https://www.oldmutualwealth.co.uk/about-us/our-wider-business/

To read my full Privacy Notice, please browse below: