Privacy policy

Respecting Your Privacy

Investment Solutions appreciates your visit to this website “www.investment-solutions.co.uk”and your interest in our independent financial advice and planning services. Your privacy is important to us and we want you to feel comfortable visiting our website and in all of your dealings with us.

How We Treat Your Information

We take great care to protect personal data when submitted via the Investment Solutions website. All the information you provide to us is used to help us gain a thorough understanding of your personal and financial circumstances. This information, and any information gathered during client meetings, is held in the strictest confidence. Investment Solutions is not responsible for the accuracy or security of the material and content provided by websites external to www.investment-solutions.co.uk.

From time to time it will be necessary to share your information with financial services and products providers for the purposes of obtaining product illustrations, quotations and to arrange a new contract for a financial product e.g. a life insurance policy. We will notify you when it becomes necessary to provide your information to a third party.

WE NEVER SELL OR PROVIDE YOUR DETAILS TO THIRD PARTIES FOR MARKETING OR OTHER SUCH SERVICES.

Data Protection Act

Investment Solutions Wealth Management Limited is registered with the Information Commissioner’s Office (the ICO) and holds a current and valid Data Protection Licence. The Data Protection Act requires anyone who handles personal information to comply with a number of important principles. It also gives individuals rights over their personal information.

Investment Solutions takes its responsibilities under the Data Protection Act very seriously. Confirmation of our registration can be found on the Information Commissioner’s website.

Where To Get More Information

If you would like more information, please write to:

Investment Solutions Wealth Management Limited
Grafton House
26 Grafton Road
Worthing BN11 1QT

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