"We may not be able to control the direction of the wind, but we can adjust the sails to reach our destination"
Customer Privacy Notice
At Windsor Financial Planning Limited we respect your privacy and the confidentiality of your personal information.
Who are we?
Windsor Financial Planning Limited is a financial planning firm and is directly regulated by the Financial Conduct Authority.
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.
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,
Windsor FP
PO Box 139
SA73 9AP
Windsor Financial Planning Limited is Registered in England and Wales, No: 11070527. Registered Address: 4th Floor, 14 Museum Place, City Centre, Cardiff, CF10 3BH. Windsor Financial Planning is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.