GDPR is a new EU regulation relating to the processing of personal information. Its aim is to strengthen the rights of individuals regarding the processing of their personal data and places obligations on data controllers who hold and use such personal data.

As a data controller, we wish to assure you that we will store and use your personal data in accordance with this regulation.

We have a sophisticated client management system that we use to store data electronically. This system also allows access to your records through Nutshell, your personal finance portal, which we continue to promote for secure messaging.

We use your personal data only to the extent necessary to provide advice, administrative, and management services, as agreed with you. We will share information with other regulated entities and product providers in order to obtain quotations and illustrations and to arrange investments, home finance and insurance products. We will not share any personal data with any other third party without your express authority.

We will shortly be issuing you with your personal data protection statement, which sets out in detail how your personal data will be managed and used to communicate with you.

If you have any questions concerning this notification and your personal data protection statement, please do not hesitate to contact us on 01983 535740.