Privacy Policy

Privacy Statement

Your privacy is important to Beaufort Wealth Management. This privacy statement provides information about the personal information that Beaufort Wealth Management collects, and the ways in which Beaufort Wealth Management uses that personal information.

Personal information collection
Beaufort Wealth Management may collect and use the following kinds of personal information:

  • information about your use of this website
  • information that you provide using for the purpose of registering with the website (including details used to contact us)
  • any other information that you send to Beaufort Wealth Management
  • Using personal information

 Beaufort Wealth Management may use your personal information to:

  • administer this website;
  • personalize the website for you;
  • enable your access to and use of the website services;
  • send you marketing communications.

Where Beaufort Wealth Management discloses your personal information to its agents or sub-contractors for these purposes, the agent or sub-contractor in question will be obligated to use that personal information in accordance with the terms of this privacy statement.

In addition to the disclosures reasonably necessary for the purposes identified elsewhere above, Beaufort Wealth Management may disclose your personal information to the extent that it is required to do so by law, in connection with any legal proceedings or prospective legal proceedings, and in order to establish, exercise or defend its legal rights.

Securing of your data
Beaufort Wealth Management will take reasonable technical and organisational precautions to prevent the loss, misuse or alteration of your personal information.

Beaufort Wealth Management will store all the personal information you provide on its secure servers.

Cross-border data transfers

Information that Beaufort Wealth Management collects may be stored and processed in and transferred between any of the countries in which Beaufort Wealth Management operates to enable the use of the information in accordance with this privacy policy.

You agree to such cross-border transfers of personal information.

Updating this statement
Beaufort Wealth Management may update this privacy policy by posting a new version on this website.

You should check this page occasionally to ensure you are familiar with any changes.

Other websites
This website contains links to other websites.

Beaufort Wealth Management is not responsible for the privacy policies or practices of any third party.

Contact Beaufort Wealth Management
 If you have any questions about this privacy policy or Beaufort Wealth Management treatment of your personal information, please write to:

About Us

We are a firm of highly experienced independent financial advisors based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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Get in Touch

Beaufort Wealth Management Ltd,
4 Jephson Court,
Tancred Close
Leamington Spa,
Warks,
CV31 3RZ
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862 Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.

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