Privacy Notice

The General Data Protection Regulations (GDPR) came into force on the 25th May 2018. Essentially it is designed to bring data protection into the modern age. It applies to personal data which we may hold about you, if you become a client. As such, you have certain rights as described below:

Right of Access
This is known as Subject Access Request (SAR). Anyone we hold data on is a Data Subject and as such, you have the right to request a copy of that data.

Right to be forgotten
You have the right to request that we delete your data

Right to data portability
You have the right to ask us to pass your data onto another organisation, such as a new adviser or employer

Right to withdraw consent
You have the right to withdraw your consent to us holding your data

Right to be informed of data breaches
We must inform you within 72 hours of a data breach

Right to data correction
You have the right to demand that we correct any inaccuracies we may have in the data we hold on you

Right to restrict processing
You can put restrictions on what we can do with your data

Right to make a complaint
You have the right to complain about any breaches of these rules

For more details download our Privacy Statement or get in touch. The best contact is our Compliance Manager, Allison Belben, and her email address is