Privacy Notice

Internet privacy notice

Appendix Q

 

Guidance Owner: Data Guardian

 

Version 4

Customer privacy

 

At CJP Financial Planning Ltd we respect your privacy and the confidentiality of your personal information.

 

Who are we?

CJP Financial Planning Ltd is a an appointed representative of Quilter Wealth 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 CJP Financial Planning Ltd, 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

Contact us today!

If you have any queries or wish to make an appointment, please contact us:

 Tel: 01922 666322

info@cjpfiancial.co.uk

Or use our contact form.

Willenhall Office

West Midlands House

Gipsy Lane

Willenhall

WV13 2HA

Bloxwich Registered Office Address:

212 High Street

Bloxwich

Walsall

WS3 3LA

Tel:01922 666322

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CJP Financial Planning Ltd is an appointed representative of Intrinsic Wealth Limited, and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Intrinsic Wealth Limited is entered on the FCA Register (http://www.fca.org.uk/register/)) under reference 217742 and Intrinsic Mortgage planning Limited under reference 440718. CJP Financial Planning LTD is registered in England and Wales. Registered number 8379265