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Privacy Statement

CUSTOMER PRIVACY

At Ashwood Law Wealth Management Ltd we respect your privacy and the confidentiality of your personal information.

Who are we?

Ashwood Law Wealth Management Ltd is a financial services company delivering professional and effective financial advice. We are an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited who are part of the Quilter Group of companies.

For further details on the companies in our group, please visit https://www.oldmutualwealth.co.uk/about-us/our-wider-business/

 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, available 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,
Intrinsic Financial Services Group,
Wiltshire Court,
Farnsby Street,
Swindon
SN1 5AH

Email: [email protected]

General Terms

These Terms apply to your use of our website. If you are not over 18 or not living in the United Kingdom you will not be able to use this website and you should not attempt to make an application, although subject to your acceptance of these terms you should feel free to browse.

Our Liability to You

While we will use all reasonable endeavours to ensure the accuracy of any information placed on this website, we make no representations or give any warranties of any kind with respect to this site or its contents and we disclaim all representations, except where fraudulently made, and warranties. In addition we make no representation or warranties about the accuracy or the information contained on this website. The website may only list the Product Providers with whom we have arrangements and may not cover all Product Providers in the market. These disclaimers do not attempt to disclaim liability for matters, which cannot be excluded under any applicable English law or the rules or the Personal Investment Authority or Financial Conduct Authority. We make no warranty that the website will meet your requirements or will be uninterrupted, timely, secure or error-free, that defects will be corrected, or that the site or the server that makes it available are free of any viruses or represent the full functionality, accuracy or reliability of the materials. We will not be liable to you for any loss of content or material uploaded or transmitted through the website. We cannot guarantee that a Product Provider will be able to provide an investment at any particular time. We do not accept any liability in the event of withdrawal of any offering of an investment or for rejection of your application by the Product Provider for any reason whatsoever.

This website is designed to provide general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact us for advice.

Our Rights

We reserve the right to modify or withdraw, temporarily or permanently, the website or any part of it without notice to you.

We reserve the right at any time to refuse to process a transaction for any reason. We will not be liable to you or any third party by reason of failing to process a transaction.

Third Party Links

In the event that there are third party links to other websites for your convenience, you acknowledge and agree that we are not responsible for the availability or functionality of such external sites. We do not endorse the contents of any external sites and are not responsible or liable, directly or indirectly, for any loss however caused to you by your use of any external site.

Miscellaneous

The information on this website is for residents of the UK only.

These Terms shall be governed by and construed in accordance with English law and the English courts shall have jurisdiction over any disputes between us.

Ashwood Law and Group Companies

Ashwood Law Wealth Management Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority.

Ashwood Law Wealth Management Ltd is registered in England & Wales 03540491. Registered address: Hanover Court, 5 Queen Street, Lichfield, Staffs, WS13 6QD.

The Financial Conduct Authority does not regulate Taxation and Trust Advice, Will Writing, School Fees Planning, Deposit Accounts, Legal Services, Accountancy Services, Estate Agency Services, some aspects of Buy to Let Mortgages, Commercial Mortgages, Finance, Overseas Mortgages, Foreign Currency Mortgages, Bridging Finance.

 

Risk Warnings

The guidance and/or advice contained within the website is subject to the UK regulatory regime and therefore is primarily targeted at customers in the UK.

© Ashwood Law Wealth Management Ltd copyright 2017
The material featured on this site is subject to Ashwood Law Wealth Management Ltd copyright protection and intellectual property protection.

Our logo

The use of our logos are restricted and may not be used by other individuals or organisations without formal permission from us.

Ashwood Law Wealth Management Ltd respects the intellectual property of others, and we ask our users to do the same. Ashwood Law Wealth Management Ltd’s website is protected by copyright and the intellectual property laws of the United Kingdom and other countries. Errors and omissions excepted.

Ashwood Law Wealth Management Ltd has no responsibility for content on other websites that you may find or access when using Ashwood Law Wealth Management Ltd’s products or services. Material available on or through other websites may be protected by copyright and the intellectual property laws of the United Kingdom and/or other countries. The terms of use of those websites govern your use of that material.

Links to other sites

There are links on the Ashwood Law Wealth Management Ltd web site that take you away from the regulated site of Ashwood Law Wealth Management Ltd to external web sites of interest. Neither Ashwood Law Wealth Management Ltd nor Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are responsible for the accuracy of the information contained within the non-regulated external web sites.

How to contact us

If you would like to contact us with any queries or comments concerning our website or articles, please see our Contact Us section.

Cookie Policies

We at Ashwood Law Wealth Management Ltd guarantee our commitment to respecting and protecting your online privacy. This includes your need and your right to know what we do with the personal information you share with us. It also guides our company’s policies regarding the management of this data, including how the information is collected, processed, and for what purposes.

“Ashwood Law Wealth Management Ltd”: refers to the web pages. By accessing this website you are consenting to the way information is collected and used, as described within this Cookie Policy.

In return Ashwood Law Wealth Management Ltd gives the commitment that we will use the personal data you provide only in ways that are compatible with the following Cookie Policy.

The collection of Information

Every time you log on to our website your IP (Internet Protocol) address registers on our servers. Your IP address reveals no information other than the number assigned to you. We do not use this technology to get any personal data against your knowledge or free will (i.e., automatically recording e-mail addresses of visitors). Nor do we use it for any purpose other than to help us monitor traffic on our website, or (in case of criminal activity or misuse of our information) to cooperate with law enforcement.

Cookies

We use a number of different cookies on our site. If you do not know what cookies are, or how to control or delete them, then we recommend you visit www.aboutcookies.org for detailed guidance. The list below describes the cookies we use on this site and what we use them for. Currently we operate an ‘implied consent’ policy which means that we assume you are happy with this usage. If you are not happy, then you should either not use this site, or you should delete the cookies having visited the site, or you should browse the site using your browser’s anonymous usage setting (called “Incognito” in Chrome, “InPrivate” for Internet Explorer, “Private Browsing” in Firefox and Safari etc.)

First Party Cookies

These are cookies that are set by this website directly.

Google Analytics: We use Google Analytics to collect information about visitor behaviour on our website. Google Analytics stores information about what pages you visit, how long you are on the site, how you got here and what you click on. This Analytics data is collected via a JavaScript tag in the pages of our site and is not tied to personally identifiable information. We therefore do not collect or store your personal information (e.g. your name or address) so this information cannot be used to identify who you are.

You can find out more about Google’s position on privacy as regards its analytics service at Google’s Privacy Overview

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