Best Financial Advisors in Belper

When you contact us with any type of enquiry, we will collect information such as your name, address and telephone number, electronic contact details, details about your enquiry and information so that we can check your identity. Depending on the nature of your enquiry, we may also need to collect further personal data, including financial information or special category data.

We will collect most of this information directly from you when you contact us or via our secure online portal. We may also collect information from publicly accessible sources, and third parties, via our website or information technology systems.

We require certain personal data to enable us to provide our service to you. If you do not provide the personal data that we ask for, it may delay or prevent us from providing services to you. We also use this data to comply with our legal and regulatory obligations, for operational reasons and statistical analysis to help us manage our practice and ensure we deliver the best service to you.

We may send you information on our services if you have opted in to receive promotional information from us or have registered to receive this information via our website. You can change your mailing preferences at any time by contacting us or by using the unsubscribe links in the emails that you receive from us.

We have appropriate security measures in place to prevent personal information from being accidentally lost or used in an unauthorised way. We limit access to your personal information to those who have a genuine business need to know it and anyone who is processing your information will do so in an authorised manner and are subject to a duty of confidentiality.