Privacy Statement 

 

 

Our contact details

Name: Five Financial Wealth Management / Five Financial

Address: 7 Turbetts Close, Lytchett Matravers, Poole, Dorset, BH16 6HF

Phone Number: 01202 282056

E-mail: nick@fivefinancial.co.uk

 

The type of personal information we collect

 

We currently collect and process the following information:

 

Personal identifiers, contacts, email address, phone number and characteristics (for example, name and contact details)

If you become a client and engage with our services, we will collect further data, including financial information, address and personal information. 

 

How we get the personal information and why we have it

 

Most of the personal information we process is provided to us directly by you for one of the following reasons:

 

To offer you financial advice and advice on products and services we offer.

 

We also receive personal information indirectly, from the following sources:

 

www.unbiased.co.uk 

www.vouchedfor.co.uk

www.fivefinancial.co.uk

 

We use the information that you have given us in order to process and advise on products and services and to keep you updated with our services and products that maybe of interest to you now or in the future.

 

We may share this information with New Leaf Distribution or lenders, insurers or financial institutions with your consent and that  we feel will would offer the appropriate services or products.

 

Under the General Data Protection Regulation (GDPR), the lawful bases we rely on for processing this information are: 

 

(a) Your consent.

You are able to remove your consent at any time.

You can do this by contacting Nicholas Jowett / nick@fivefinancial.co.uk

 

(b) We have a contractual obligation.

 

(c) We have a legal obligation.

 

(d) We have a vital interest.

 

(e) We have a legitimate interest.