Professional independent financial advice with a country flavour

 

 

Privacy Statement/General Terms

This website is used by Moorbridge Financial Services Limited to inform you of the services we offer. To do this we must obtain certain information from you about your personal and financial circumstances 

INFORMATION HELD ABOUT YOU  

DATA PROTECTION ACT: Information about you (including sensitive data as defined in the Data Protection Act 1998) will be held by Moorbridge Financial Services Limited and processed, disclosed and used by us, and third party product providers in servicing our/their relationship with you, including administration, marketing, identity or credit verification and money laundering checks. By submitting your details you agree to the storage use and disclosure. 

Unless you notify us otherwise you agree that Moorbridge Financial Services Limited, and third party product providers may use and analyse your data, including the nature of your transactions to give you information by post, telephone, fax or e-mail about our/their products and services and those of selected third parties which may be of interest to you. If you do not wish to be contacted for marketing purposes please contact us. 

By contacting us via our website you consent to our processing your sensitive personal data for the above purposes. You have a right to ask for a copy of your information and to correct any inaccuracies. To make sure we follow your instructions correctly and to improve our service to you through training of our staff, we may record telephone calls. When you give us information about another person you confirm that they have appointed you to act for them, to consent to the processing of their personal data, including sensitive personal data and to the transfer of their information and to receive on their behalf any data protection notice. 

Peacock Farm
Westhay
Glastonbury
Somerset
BA6 9TX
Telephone: 01458 860030
Fax: 01458 860033

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© Moorbridge Financial Services Limited

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Moorbridge Financial Services Limited is an appointed representative of The Whitechurch Network Ltd which is authorised and regulated by the Financial Services Authority.  

Moorbridge Financial Services Limited.  Registered in England and Wales no. 4924270.  

Registered office: Peacock Farm, Westhay, Glastonbury, Somerset, BA6 9TX

Neither Moorbridge Financial Services Limited nor The Whitechurch Network Ltd assume responsibility for the content or accuracy of the information contained within any linked site(s) accessible from this site.   

This website is approved by The Whitechurch Network Ltd (Authorised and Regulated by the Financial Services Authority). All content of the website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions.   

The tax reliefs referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.

FSA Registration Number:190859