At Square One Wealth Management LLP, we respect your privacy and the confidentiality of your personal information.
Square One Wealth Management LLP is an appointed representative of Quilter Financial Limited who are part of the Quilter Group of companies.
For further details on the companies in our group, please click here.
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.
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
Telephone: 0161 488 3559
CONTACT US
Square One Wealth Management LLP
Maple Barn
Beeches Farm Road
Shortbridge
Near Uckfield
TN22 5QD
T: 01273 921990
Email Us
The Financial Conduct Authority does not regulate Inheritance Tax Planning.
Square One Wealth Management LLP is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Limited are entered on the FCA register (http://www.fca.org.uk/register) under reference 497604.
Square One Wealth Management LLP is registered in England and Wales, No. OC304412. Registered Office: Maple Barn, Beeches Farm Road, Shortgate, Near Uckfield, TN22 5QD.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
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