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01789 774039 info@beanland.co

Pensions

When do you want to retire and how much income will you need?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Investments

Are you making the best use of any spare capital or surplus income?

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Customer privacy

At Beanland Financial Services Limited respect your privacy and the confidentiality of your personal information.

Who are we?

Beanland Financial Services Limited is an appointed representative of Quilter Wealth Limited {and Quilter Mortgage Planning Limited} who is part of the Quilter Group of companies.

For further details on the companies in our group, please visit

https://www.quilter.com/about-us/our-brands/

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 is part of the Quilter Group of companies.

For further details on the companies in our group, please visit: https://www.quilter.com/about-us/our-brands/

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 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 Ltd
Senator House
85 Queen Victoria Street
London
EC4V 4AB

QFPDataGuardian@quilter.com

 

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