Confidentiality Statement


What Personal Data does Charlwood Leigh Collect?

We may collect the following personal data as necessary to provide our services to you:-

Your name and employment details
Contact information including home address, email addresses and telephone numbers
Financial information about you including but not necessarily limited to details of your income, bank accounts,  savings, investments, pensions, National Insurance number, debts and your tax position
Health information including details of your doctor
Other information that may be relevant or necessary to provide our services to you

Who Will we Pass the Information Onto 

The personal data you provide will be treated as strictly confidential.  However, in order to comply with our legal and regulatory obligations and to ensure that we are able to proide you with the services that we are contracted to, we will disclose certain personal data about you to selected third parties such as the following:-

Your product provider(s) such as fund platforms, investment houses and insurance companies
Reference agencies for identification and Anti-Money Laundering purposes
Cloud based storage services in jurisdictions that provide law enforcement provisisions and data protection legalisation equivalent at least to those of the UK and where access will not be inhibited

Unless required to do so by law, we will not otherwise share, sell or distribute any of the information you provide to us to any other organisation without written consent.

Retention of Personal Data

We will ensure that we will retain your personal data only for as long as we need to but to protect the interests of all parties and in order to comply with regulator requirements, certain information may be held for an indefinite period.

Your Rights

You have the following rights regarding the use of your personal data:-

To be informed about the collection and use of your personal data
Have access to your personal data, commonly known as a "subject access request"
To correct inaccurate data or complete any incomplete data
To request restribution or suppression of your personal data
To obtain and reuse your personal data for your own purposes
We reiterate that we will not sell, distribute or lease your personal data to third parties unless we have your permission or are required by law do so.  We may use your personal data to send promotional information about third parties which we think you may find interesting.  We are committed to ensuring that your information is secure.

Does Charlwood Leigh use cookies?

Charlwood Leigh does use cookies. Cookies are small files that are placed on your computer by your browser which allow us to remember you each time you visit. Cookies contain no personal details about you and they can be disabled by changing your browser preferences.

Charlwood Leigh uses Google Analytics to track website trends without identifying individual visitors. The cookies used by Google Analytics stores information, such as what time the current visit occurred, whether the visitor has been to the site before and what site referred the visitor to Charlwood Leigh.


Any agreement entered into with Charlwood Leigh is governed and shall be construed in accordance with English Law and the parties shall submit to the exclusive jurisdiction of the English Courts.

If you have any questions about confidentiality, which you would like to raise, please feel free to contact us, so that we can reassure you further.