Business Privacy Policy
This privacy policy sets out how Pennine Financial Planning Limited uses and protects any information that you give Pennine Financial Planning Limited when you use this website.

Pennine Financial Planning Limited is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.

Pennine Financial Planning Limited may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from 23rd August 2010

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What we collect
We may collect the following information:

  • name and job title
  • contact information including email address
  • demographic information such as postcode, preferences and interests
  • other information relevant to customer surveys and/or offers

What we do with the information we gather
We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

  • Internal record keeping.
  • We may use the information to improve our products and services.
  • We may periodically send promotional emails about new products, special offers or other information which we think you may find interesting using the email address which you have provided. 
  • From time to time, we may also use your information to contact you for market research purposes. We may contact you by email, phone, fax or mail. We may use the information to customise the website according to your interests.
treating customers fairly and retail distribution review

Pennine Financial Planning Ltd is committed to providing the highest standard of financial advice possible. We take very seriously the requirements of the FSA, in particular the requirement to Treat Our Customers Fairly TCF and the Retail Distribution Review RDR.

advice you can trust

As members of the institute of financial planning we strive to offer honest and professional advice.

Pennine Financial Planning Limited are committed to provide the highest standard of financial advice possible.

regulated by fsa

Pennine Financial Planning Limited is an appointed representative of Financial Limited which is authorised and regulated by the Financial Services Authority (FSA No. 232283).

Pennine Financial Planning Limited registered in England and Wales No. 5962655. Registered Office: 29 High Street, Morley, Leeds, LS27 9AL

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