Please feel free to contact us using our enquiry form below.
By submitting this information you have given your agreement to receive verbal contact from us to discuss your financial planning requirements. You voluntarily choose to provide personal details to us via this website.
Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
Write to us :
Houghton Le Spring,
Tyne and Wear,
Telephone : 0191 5849476
Fax : 0871 7145654
Email : firstname.lastname@example.org
Tick this box to confirm you have read and understand our Privacy Statement.
We take Data Protection very seriously and are registered under the Data Protection Act 1998.
We will need to keep personal and financial information with regard to your circumstances on file (electronic and/or paper based) as required to be able to advise you as to your financial planning needs. We confirm that this information will not be used, or transferred by us to any other firm or company with the exception of Financial Ltd. and the product provider. We may also provide information to the FSA upon request.
We cannot be held responsible for the information held on your file becoming inaccurate due to your change of circumstances if you fail to inform us of those changes.
Where business services are provided to the firm by third parties then circumstances may arise which warrant the disclosure of more than just your basic contact details. On these occasions such as processing business, and obtaining compliance and regulatory advice you agree that personal information held by the firm may be disclosed on a confidential basis, and in accordance with the Data Protection Act 1998, to such third parties. You agree that this information may be transferred electronically, e.g. e-mail. You also agree that we or any such company may contact you in future by any means of communication which we consider appropriate at the time.
We keep records of our business transactions for at least five years.
You can obtain a copy of the information we hold about you for a fee of £10, please write to us at
Primary Financial Management,
Houghton Le Spring
Tyne and Weart