We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice, we need to collect sensitive information, such as information about your health. To do this, we will ask for your consent.
We will always keep your data safe and secure, and where we share your data with other businesses to fulfill the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.
Find out more
Our PRIVACY NOTICE, holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to contact us if you have any questions.
Please write to:
The Office of Data Protection Quilter Financial Planning Ltd Senator House 85 Queen Victoria Street London EC4V 4AB QFPDataGuardian@quilter.com
DAT – 0923 – 0522
The value of pension and investments can fall as well as rise. You may get back less than you invested.
Cox & Company Financial Planning is a trading style of Lincox Ltd, which is an Appointed Representative of Quilter Financial Planning Solutions Ltd.
Quilter Financial Planning Solutions Ltd is authorised and regulated by the Financial ConductAuthority. Positive Solutions is a trading style of Quilter Financial Planning Solutions Ltd.
Lincox Ltd - Registered in England & Wales, No.09682478. Registered Office: 9 Stratfield Park, Elettra Avenue, Waterlooville,Hampshire, P07 7XN.