Legal Notice

Privacy Notice

As Partners within the St. James’s Place Wealth Management Partnership, we provide personal, face to face wealth management advisory services to St. James's Place clients. St. James’s Place acts as principal to the Partnership, and ensures that any wealth management services that we provide to you are delivered in accordance with the applicable regulatory requirements. St. James Place is also responsible for managing any complaints made by you in respect of the services we provide. This Privacy Policy explains when and why we collect your personal information as part of our provision of wealth management services, and also explains how we use your information. If requested, we will provide you with a copy of this Privacy Policy for your records. "We", "Us" "Our" refers to the Partner named on this website. Where St. James's Place uses your personal data, for example by conducting audits of Partners and dealing with any complaints that you may have, this will be governed by St. James's Place Privacy Policy. The St. James's Place Privacy Policy can be found www.sjp.co.uk/site-services/privacy

1. About us.
In order for us to deliver such financial services and deal with any correspondence that may arise, we need to collect and process personal information. This makes us a "data controller". The Partner named on this website will be acting as data controller of your personal information, jointly with St. James's Place Wealth Management.
2. Our processing of your personal information.
2.1 Prospective clients.
What personal information may we collect?
What special categories of personal information may we collect?
How will we collect your personal information?
What will we use your personal information for?
Purpose for processing
Who will we share your personal information with?
2.2 Existing clients.
What special categories of information will we collect?
How will we collect your personal information?
What will we use your personal information for?
Purpose for processing
Who will we share your personal information with?
2.3 Clients' family members, business associates or beneficiaries.
What personal information may we collect?
What special categories of personal information may we collect?
How will we collect your personal information?
What will we use your personal information for?
Purpose for processing
Who will we share your personal information with?
2.4 Other business partners.
What personal information may we collect?
How will we collect your information?
What will we use your personal information for?
Purpose for processing
Who will we share your personal information with?
2.5 Users of our website.
What personal information may we collect?
How will we collect your personal information?
What will we use your personal information for?
Purpose for processing
Who will we share your personal information with?
3. What marketing activities do we carry out?
4. How long do we keep personal information for?
5. What is our approach to sending your personal information overseas.
6.Your rights.
7. Contacting us.
8. Updates to this notice.