Privacy Policy

Disclaimer

Cavendish Ware Limited is an independent financial advisory company. This privacy policy explains how we use any personal information we collect about you when you use our services.

You may be assured that we and any company associated with us will treat all personal data and sensitive personal data as confidential and will not process it other than for a legitimate purpose. Steps will be taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary. Measures will also be taken to safeguard against unauthorised or unlawful processing and accidental loss or destruction or damage to the data.

Important subjects:

What information do we collect about you?
How will we use the information about you?
Marketing
Access to your information and correction
Cookies
Other websites
Changes to our privacy policy
How to contact us

What information do we collect about you?

We collect information about you from you and, where you agree, from your existing financial services providers in order to prepare a proposal for you. Once you have agreed to engage with us, we will then retain and update this information as necessary in order to provide our services. We may collect additional information from public sources or databases to verify your identity and other background information. We may also collect information about you if you voluntarily complete customer surveys or provide feedback, for example, if and when we use our website to collect information about you the information may be collected using cookies.

How will we use the information about you?

We collect information about you to provide you with advice, periodically process your orders, manage your account and, if you agree, to contact you about products and services we think may be of interest to you. When you provide information through our website, we use that information collected from the website to personalise your repeat visits to the website.

We will pass on your relevant personal information to other firms who are party to transactions in order to implement the advice we have given. We may be required to share your information with our regulators, compliance consultants, credit reference agencies and fraud prevention agencies (including for tax and anti-money laundering purposes). We will not pass on your information to any third party for marketing purposes without your express agreement.

We hold your data securely, for the duration of our association, and thereafter for as long as we have a legal imperative to do so.

Marketing

We would like to send you information by post, email and telephone about products and services of ours which may be of interest to you. You have the right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, refer to the contact section below.

Access to your information and correction

You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email or write to us at the address below. We may make a small charge for this service. We want to make sure that your personal information is accurate and up to date. You may ask us to correct or remove information you think is inaccurate.

Cookies

Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity. For further information visit www.aboutcookies.org or www.allaboutcookies.org. You can set your browser not to accept cookies and the above websites tell you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.

Other websites

Our website may contain links to other websites. This privacy policy only applies to our own website so when you link to other websites you should read their own privacy policies.

Changes to our privacy policy

We keep our privacy policy under regular review and we will place any updates on this web page. This privacy policy was last updated on 1st April 2018.

How to contact us

Please contact us if you have any questions about our privacy policy or information we hold about you or would like to alter your preferences for marketing contact via email or post at:

Cavendish Ware
Becket House
8th Floor
36-37 Old Jewry
London
EC2R 8DD

T: 020 7600 2557
F: 020 7600 5283
E: info@cavendishware.co.uk

To establish how we can help you, please contact us on 0203 307 9090 or via email info@cavendishware.co.uk