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Client Privacy

At Prosperity Private Wealth Ltd we respect your privacy and the confidentiality of your personal information.

Who are we? Prosperity Private Wealth Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited. Who is 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 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,

Intrinsic Financial Services,

Wiltshire Court

Farnsby Street,

Swindon

SN1 5AH

DataGuardian@Intrinsicfs.com      Telephone: 0161 488 3559

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: Intrinsic Complaints Department, Riverside House, The Waterfront, Newcastle upon Tyne, NE15 8NY. Email: complaints@intrinsicfs.com Tel: 0191 241 0700.

You can find more information by visiting the Intrinsic Financial Services website: http://www.intrinsicfs.com/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)The Financial Ombudsman Service Exchange Tower London E14 9SR Tel: 0300 1239123 Email: complaint.info@financial-ombudsman.org.uk Website: www.financial-ombudsman.org.uk


Tel: 0151 7271257

Prosperity Private Wealth Limited is registered in England & Wales no 9247359.

Registered Office: 109 Knowles Hill Rolleston On Dove, Burton On Trent, Staffordshire, DE13 9DZ.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

 


©Prosperity Private Wealth 2016