At Christopher Little & Co Limited we respect your privacy and the confidentiality of your personal information.
Who are we?
At Christopher Little & Co we respect your privacy and the confidentiality of your personal information.
Christopher Little & Co is an Appointed Representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd.
Christopher Little & Co provides financial planning solutions and advice through experienced and qualified advisers based in the UK.
Currently, Christopher Little & Co and Quilter Financial Planning (Quilter) jointly determine the purposes and means of processing personal client data relating to giving advice. This means we’re joint data controllers for these core advice-giving activities and therefore responsible for managing this client data and ensuring compliance. However, Christopher Little & Co is solely responsible for some activities, for example, any direct marketing that we undertake.
We will comply with relevant data protection laws. Such laws require that the personal information we hold about you must be:
• Used lawfully, fairly, and in a transparent way;
• Collected only for valid purposes that we have clearly explained to you;
• Relevant to the purposes we have told you about and limited only to those purposes;
• Accurate and kept up to date;
• Kept only as long as necessary for the purposes we have told you about; and
• Kept securely.
For further details on the companies in our group, please click here.
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
Please find our full Customer Privacy Notice document available for download below.
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
Quilter Financial Planning Ltd
85 Queen Victoria Street