CUSTOMER PRIVACY NOTICE

At The Family Office we respect your privacy and the confidentiality of your personal information.


Who are we?

The Family Office is a trading style of Positive Solutions (Financial Services) 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 [link to your 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,

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 in the UK.

The value of investments, pensions and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage.

The Family Office is a trading style of Positive Solutions (Financial Services) Ltd. Positive Solutions (Financial Services) Ltd is authorised and regulated by the Financial Conduct Authority. Registered as a Limited Company in England and Wales No. 3276760. Head Office: Riverside House, The Waterfront, Newcastle upon Tyne, NE15 8NY. Tel: 0191 241 0700 Fax: 0191 241 0714. Positive Solutions is not responsible for advice on taxation, trusts and banking matters. The Financial Conduct Authority does not regulate advice on taxation, trusts and banking matters.

© 2016 by The Family Office. 

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 Financial Planning Complaints Department

Riverside House

The Waterfront

Newcastle upon Tyne

NE15 8NY


Email: QFPcomplaints@quilter.com

Tel: 0191 241 0700


You can find more information by visiting the Quilter Financial Planning website:

http://www.quilterfinancialplanning.co.uk/contacts/


If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)