We are a small Practise that can tailor a solution for your Investment, Saving, Pension, IHT Planning, Financial Planning, Total Financial Care Program or borrowing needs. Fully Independent Financial Planning using products and solutions sourced from the whole market. To enable us to represent your interests in relation to third-party companies eg.
Why we need your consent. By law we have to identify a justification as to why we are entitled to collect, retain, process and use your data. We have identified the justification as being that we have received your informed and voluntary consent to do so. The Regulations require us to have your consent on an 'opt-in' basis. As we already hold your financial data, to the best of our knowledge you have already actively opted-in to allow us to act for you in relation to regulated financial services advice.
If that is not the case please let us know as soon as possible and we shall remove your data from our records immediately. Under the GDPR you can withdraw your consent at any time.
Why we need your consent. By law we have to identify a justification as to why we are entitled to collect, retain, process and use your data. We have identified the justification as being that we have received your informed and voluntary consent to do so. The Regulations require us to have your consent on an 'opt-in' basis. As we already hold your financial data, to the best of our knowledge you have already actively opted-in to allow us to act for you in relation to regulated financial services advice.
If that is not the case please let us know as soon as possible and we shall remove your data from our records immediately. Under the GDPR you can withdraw your consent at any time.
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