Customer Privacy notice
At Rochford Financial Services we respect your privacy and the confidentiality of your personal information.
Who are we?
Rochford Financial Services is a financial advice company. We are an appointed
representative (AR) of Quilter Financial ServicesLimited who are
part of the Old Mutual Wealth Group. For further details on the
companies in our group, please click here: https://www.quilterfscom.
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 ServiceQuilter Financial ServicesLimited,
If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Complaints Department
Newcastle upon Tyne
Tel: 0191 241 0700