Mortgage Advice Northampton & Poole ~ Insurance Advice Northampton & Poole ~ Protection Advice Northampton & Poole
Rent To Buy Advice Northampton & Poole ~ Buy to Rent Advisers Northampton & Poole

left webpage shadowright webpage shadow
5 Point Financial Planning Ltd Logo
5 Point Financial Planning
Phone numbers for 5 Point Financial Planning Ltd

Privacy Policy

CUSTOMER PRIVACY

At 5 Point Financial Planning Ltd, we respect your privacy and the confidentiality of your personal information.

WHO ARE WE?

5 Point Financial Planning Ltd is an appointed representative of Quilter Mortgage Planning Limited who are part of the Quilter Group of companies.

For further details on the companies in our group, please click here.

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 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

In the news

Company address:
5 Point Financial Planning Ltd, Suite S4, Moulton Park Business Centre, Redhouse Road, Moulton Park, Northamptonshire, NN3 6AQ
T: 01604 497566
F: 01604 497567

Email: contact@5pointdirect.co.uk

Registration address as company address
Registration number: 4962087
Registered in: England

5 Point Financial Planning Ltd is an appointed representative of Quilter Mortgage Planning Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Mortgage Planning Limited is entered on the FCA register (http://www.FCA.gov.uk/register/) under reference 440718.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Telephone: 01604 497566 | contact@5pointdirect.co.uk

Designed & developed by Web Pro IT © 2009

Mortgage Adviser Northampton & Poole ~ Company Insurance Broker Northampton & Poole ~ Protection Advisors