This privacy statement sets out how Roxborough Wealth Management Limited uses and protects any information that you give Roxborough Wealth Management Limited.
Data Protection is important to Roxborough Wealth Management Limited and we are committed to ensuring that your privacy is protected. Roxborough Wealth Management Limited is committed to transparency and it is important to us that you understand how we manage and process your personal data. Should we ask you to provide certain information by which you can be identified you can be assured that it will only be used in accordance with this privacy statement.
Roxborough Wealth Management Limited may change this statement from time to time. You should periodically check this statement to ensure that you are happy with any changes. This statement is effective from 25/05/2018. Should you have any questions, requests or concerns relating to your personal data privacy or the information in this statement, please contact our Data Protection Officer:
(For the attention of Data Protection Officer)
Roxborough Wealth Management,
Bewley House,
Park Road,
Esher,
Surrey,
KT10 8NP
GDPR means you have more control
GDPR is purely to do with how we manage and protect your data and will have no impact on the services we provide to you. We are still committed to delivering market-leading financial planning services.
Personal data – What is it, and what will we do with it?
Personal data is information which directly or indirectly identifies you. At Roxborough Wealth Management Limited, we are committed to processing your personal data in accordance with EU data protection laws.
What kind of information will we collect?
We may collect certain personal data, which will aid us in delivering the services set out in our contract (Client Agreement) with you. This includes personal identity details, financial information, information given during interactions or correspondence, and sensitive personal data. It is important to note that we will only collect this with your contractual consent, unless we have a legal obligation or other lawful basis to do so.
We may also request information that requires your consent. If this is the case we will set out the details of how we intend to use the data, acquire your consent and identify how you can withdraw consent.
You have the right to withdraw