Carter Financial Services

At Carter Financial Services LTD we respect your privacy and the confidentiality of your personal information. And are part of the Quilter Group of companies. Carter Financial Services provide financial planning solutions and advice through experienced and qualified advisers based in the UK. Currently Carter Financial Services Limited and Intrinsic... Financial Services jointly determine the purposes and means of processing personal client data relating to giving advice. This means we are joint data controllers for these core advice giving activities and therefore responsible for managing this client data and ensuring compliance. However, Carter Financial Services Limited is solely responsible for some activities, for example any direct marketing that we undertake. Personal information includes your name, address, or phone number and other information that is not otherwise publicly available. We collect personal information about you when you contact us about products and services, visit a financial advisor, visit a website we may have or register to receive one of our newsletters (if applicable). The type of personal information we collect will depend on the purpose for which it is collected and includes: We collect personal information directly from you. For example, we ask for personal information at the start of our relationship and in subsequent communications in order to check your identity, and protect you from fraud. This is a legal requirement and is important to help safeguard you against potential crime. In some instances, it is necessary to collect more sensitive information (such as health or lifestyle information) which is called special category data. This is to allow us to provide our financial advice service to you. We will always obtain your consent during the advice process to gather this data and explain what information we require and why it is needed. Sensitive personal information will always be processed and stored securely. You can withdraw your consent at any time to us processing this ...Read More