Customer Privacy Notice
At Pentirefinancial.co.uk, we respect your privacy and the confidentiality of your personal information.
Who are we?
Pentirefinancial.co.uk is a trading style of Rosemount Financial Solutions Ltd who are part of the Quilter Group of companies.
For further details on the companies in our group, please click here.
This Privacy Notice explains:
- Who we are
- What personal information we collect
- How we use your personal information
- Who we share your information with and why
- How we keep your information secure
- Your rights
- How to contact us
Who we are
Pentirefinancial.co.uk provide financial planning solutions and advice through experienced and qualified advisers based in the UK.
Currently Pentirefinancial.co.uk and Quilter Financial Planning jointly determine the purposes and means of processing personal client data relating to giving advice. This means we are joint data controllers for these core advice giving activities and therefore responsible for managing this client data and ensuring compliance.
However, Pentirefinancial.co.uk is solely responsible for some activities, for example any direct marketing that we undertake.
Find out more
Our Privacy Notice which can be accessed by clicking here, 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 Limited,
Wiltshire Court
Farnsby Street,
Swindon
SN1 5AH
QFPDataGuardian@quilter.com
Telephone: 0161 488 3559