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CUSTOMER PRIVACY

At Zest Financial Consultants we respect your privacy and the confidentiality of your personal information.

 

WHO ARE WE

Zest Financial Consultants is an appointed representative of Quilter Financial Planning Solutions Limited who is part of the Quilter Group of companies.

For further details on the companies in our group, please visit https://www.quilter.com/about-us/our-brands/  

 

This Privacy Notice explains:

    - Who we are

    - What personal information we collect

    - How we use your personal information

    - Who we share your information with and why

    - 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 experienced and qualified advisers based in the UK.

 

Currently, Zest Financial Consultants and Quilter Financial Planning (Quilter) jointly determine the purposes and means of processing personal client data relating to giving advice. This means we’re 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 isn’t 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.

 

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