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CUSTOMER PRIVACY NOTICE

 

Zest Financial Consultants are committed to protecting your privacy and ensuring that your personal information is collected and used appropriately, lawfully and transparently.

Zest Financial Consultants is an Appointed Representative of Positive Solutions (Financial Services) Limited which is authorised and regulated by the Financial Conduct Authority.  Intrinsic Financial Services Limited owns 100% of the share capital of Positive Solutions (Financial Services) Limited and Intrinsic is part of the Quilter Group of companies.

For further details on the companies in the Quilter Group of companies, please see

https://www.oldmutualwealth.co.uk/about-us/our-wider-business/

 

This Privacy Notice explains:  

•Who we are

•What personal information we collect

•How we use your personal information

•How we keep your information secure

•Your rights

•How to contact us

 

WHO WE ARE

Zest Financial Consultants provide financial planning solutions and advice through David Eastwood and Justin Riley, experienced and qualified advisers based in the south west London area in the UK.

Currently Zest Financial Consultants and Intrinsic Financial Services (IFS) 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, Zest Financial Consultants is solely responsible for some activities, for example any direct marketing that we undertake.

 

WHAT PERSONAL INFORMATION WE COLLECT

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:

•Contact details

•Information to verify your identity

•Family, lifestyle, health and financial information

•Payment details.

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.