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Privacy PolicySuz MAc2020-08-28T11:37:30+00:00

Customer privacy

 

At Primary Financial Solutions Ltd, we respect your privacy and the confidentiality of your personal information.

 

Who are we?

Primary Financial Solutions is

 

  • an appointed representative of Quilter Financial Services Limited {and Quilter Mortgage Planning Limited}

 

who is part of the Quilter Group of companies.

 

For further details on the companies in our group, please visit

https://www.quilter.com/about-us/our-brands/

 

What data do we collect and why?

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 fulfil 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,

Wiltshire Court

Farnsby Street,

Swindon

SN1 5AH

 

QFPDataGuardian@quilter.com

Telephone: 0161 488 3559

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Primary Financial Solutions Ltd is an Appointed Representative of Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd, which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Services & Quilter Mortgage Planning Limited is entered on the FCA Register www.fca.org.uk/register under reference 440703 and 440718. Licensed under the Consumer Credit Act. Primary Financial Solutions Ltd, Registered in England and Wales 7947939. Registered Address: 24 Picton House, Hussar Court, Waterlooville, Hampshire, PO7 7SQ. The value of pension(s) and the income they produce can fall as well as rise, you may get back less than you invested.
© 2020 Primary Financial Solutions Ltd
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