Who are we?

Primary Financial Solutions Ltd is an appointed representative of Intrinsic  Mortgage Planning Limited & Intrinsic Financial Planning Limited who are 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.

Who We Are

Primary Financial Solutions Ltd provide financial planning solutions and advice through experienced and qualified advisers based in the UK.

Currently, Primary Financial Solutions Ltd and Intrinsic Financial Services jointly determine the purposes and means of processing personal client data relating to giving advice.  This means we’re joint data controllers for these core advice giving activities and are, therefore, responsible for managing this client data and ensuring compliance.

However, Primary Financial Solutions Ltd is solely responsible for some activities, for example any direct marketing that we undertake.

What Personal Information We Collect

Personal information includes your name, address, or phone number and other information that isn’t otherwise publicly available. We collect personal information about you when you contact us about products and services, visit a financial advisor, visit a website we may have or register to receive one of our newsletters (if applicable).

The type of personal information we collect will depend on the purpose for which it’s collected and includes:

• Contact details
• Information to verify your identity
• Family, lifestyle, health and financial information
• Payment details

We collect personal information directly from you.  For example, we ask for personal information at the start of our relationship and in subsequent communications in order to check your identity and protect you from fraud. This is a legal requirement and is important to help safeguard you against potential crime.

Cookies

We also collect information about you from other sources. For example, our website automatically collects information from your computer using “cookies” which provides us with limited personal information.  Cookies are small text files that are placed on your computer by websites that you visit. They’re widely used in order to make websites work, or work more efficiently, as well as to provide information to the website owners. For further information visit www.aboutcookies.org or www.allaboutcookies.org.

You can set your browser not to accept cookies and the above websites tell you how to remove cookies from your browser. However, in a few cases, some of our website features may not function as a result.

Your Data

We take your personal Data exceptionally seriously and we do not release it to just anyone. We don’t send Spam e-mails to you nor do we send newsletters or marketing material. We will only contact you by e-mail if you give us your permission.

Find out more

Our Full 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,
Intrinsic Financial Services,
Wiltshire Court
Farnsby Street,
Swindon
SN1 5AH

Telephone: 0161 488 3559

DataGuardian@intrinsicfs.com