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Privacy

We respect your privacy and the confidentiality of your data.

Create Financial Solutions Ltd is an Appointed Representative of Quilter Financial Planning Solutions Ltd, who is part of the Quilter Group of companies.

Who are we?

Create Financial Solutions Ltd provide financial planning solutions and advice through experienced and qualified advisers based in the UK.

Currently, Create Financial Solutions Ltd and Quilter Financial Planning (Quilter) jointly determine the purposes and means of processing personal client data relating to giving advice. This means we’re joint data controllers for these core advice giving activities and therefore responsible for managing this client data and ensuring compliance.

However, Create Financial Solutions Ltd is solely responsible for some activities, for example any direct marketing that we undertake.

What data do we collect and why?

Personal information includes your name, address, or phone number and other information that isn’t otherwise publicly available. We collect personal information about you when you contact us about products and services, visit a financial advisor, visit a website we may have or register to receive one of our newsletters (if applicable).

  • Contact details
  • Information to verify your identity
  • Family, lifestyle, health and financial information
  • Payment details

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.

Privacy Notice

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

0161 488 3559

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