Privacy Policy
Website Privacy Statement
Under the Data Protection Act, we have a legal duty to protect any personal information we collect from you.
CBW Financial Planning Limited does not capture and store any personal information about individuals who access this website, except where you voluntarily choose to give us your personal details via email, or by using an electronic form, or enquiring about any of our services. In these circumstances, any personal information you supply will only be used to provide the information or service you have requested. Personal information is not disclosed to third parties unless this is indicated on the web page and/or relevant form at the point of collecting information from you, or as required by law.
Statistical data
We automatically collect statistical data about usage patterns on our website. This information is not used to identify any individual. It is only collected to provide us with an understanding of the areas of interest on our site and kept only for as long as required for this purpose.
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CBW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA registered number is 182357. Registered in England. Registered number is 3224548. Registered office is 10 Lower Thames Street, London, EC3R 6AF. CBW Financial Planning Limited is a related business of CBW 2022 LLP. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.