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 click below: