Privacy Policy Statement

This Privacy Policy Statement sets out how Charlwood Leigh uses and protects any personal data you give our firm. By visiting our website, you are accepting and consenting to the terms described in this policy. We confirm that, when processing data on your behalf, we will comply with the relevant provisions of Data Protection legislation and the UK General Data Protection Regulation (GDPR Retained Regulation (EU) 2016/679 (UK GDPR)).

What Personal Data does Charlwood Leigh Collect?

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

  • Your name, date of birth, gender 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, illness and lifestyle information including details of your doctor
  • Details of any vulnerability and/or disabilities that may need special requirements
  • Details of your dependents and/or beneficiaries under a policy or plan 
  • Data about criminal convictions or offences 
  • Documents relating to your identity, residency, nationality and citizenship i.e. birth certificate, passport, marriage certificate, driver's license, tax authority identifiers and proof of address
  • 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 provide 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
  • Data and software providers
  • Cloud based storage services in jurisdictions that provide law enforcement provisions and data protection legalisation equivalent at least to those of the UK and where access will not be inhibited
  • In the event that we sell any business or assets, we may disclose your personal information to the prospective buyer of such business or assets, along with its professional advisers. If Charlwood Leigh is acquired by a third party, personal information held about its clients will be one of the transferred assets
  • If required, in order to obtain professional advice from regulatory and tax authorities, accountants, auditors, solicitors and compliance firms
  • In order to comply with any legal obligation, enforce or apply our terms of business and other agreements: or to protect the rights, property, or safety of Charlwood Leigh, our clients, or others. This includes exchanging information with other companies and organisations for the purposes of fraud protection


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 regulatory 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 restriction 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 to 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.  

We may revise our Privacy Policy Statement from time to time to reflect any changes in our business, law, markets or the introduction of any new technology.  Updates to this policy are not posted or emailed as a matter of course, so please check the website frequently to see any updates or changes to our Privacy Policy.   

This privacy policy was last updated in September 2022.