Disclaimer & Privacy Policy

This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend a particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, please contact Gresham Financial Ltd for advice.
This policy only covers the website for Gresham Financial Ltd and does not cover links within this website to other websites.

This policy governs how we treat information obtained by us, either from your use of this website or through the delivery of our services to you.

In order to advise you properly, Gresham Financial Ltd must obtain certain information about your financial and personal circumstances, to assess your suitability for particular products and services.

By providing us with your personal data:

  1. You agree that the information we hold about you can be held on computer and/or paper files, in accordance with the Data Protection Act 1998 and any subsequent amendments thereto;
  2. You agree that any information which you give us, including sensitive personal data, such as health and medical records, may be disclosed to third parties for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose. Your information may also be accessed by the Financial Services Authority for investigative work;
  3. You agree that we may use the information that we hold about you to contact you from time to time by post, fax, e-mail or telephone to bring your attention to additional products or services, which may be of benefit to you.

You can be sure that all information provided to us will be kept confidential. All information sent to us via the enquiry form on this website is processed by a secure server. There are no cookies or any other attempts to collect personal information from you.

Under no circumstances do we share data with third parties unless you provide prior and specific authorisation to release agreed profile information to one or more specified parties.

We agree that any consent given by you under paragraph 3 above may be withdrawn by you at any time by contacting us in writing at:

10 St Ann Street
Tel: 01722 340902
Fax: 01722 341189