Privacy Notice

Before you supply any personal details to us via the contact us page on this website please download and read our customer privacy notice document. This notice sets out how we will process the personal data that you provide to us in line with the General Data Protection Regulations.

 

Once you have read the customer privacy notice, please complete and return the signed and dated Data Subject Consent Form to confirm that you have read it and that you agree to Client Centric Wealth Efficiency Service Limited to process your personal information for the purpose of contacting you. We will not use the details you provide to us to market to you without your explicit consent to do so, which you may also indicate by ticking the relevant box on the form.

Independent Chartered Financial Planning Services / Telephone: 01932 567079​ / Email: contact@clientcentricwealth.com

Client Centric Wealth Efficiency Service Limited is authorised and regulated by the Financial Conduct Authority.  FSR number 705758.  

Registered in England and Wales. Company Number 08861465. Registered Office: Client Centric Wealth Efficiency Service Limited, 4th Floor, The Northern and Shell Building, 

10 Lower Thames Street, London, EC3R 6AF

Client Centric Wealth is a trading style of Client Centric Wealth Efficiency Service Limited

Investing carries an element of risk. The value of your investments and the income arising may go down as well as up and you may get back less than you invested. 

INHERITANCE TAX PLANNING, WILL WRITING, TRUSTS AND TAXATION ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.