At Haven Global Strategies Ltd we respect your privacy and the confidentiality of your personal information.
WHO ARE WE?
Haven Global Strategies Ltd is a an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited.
For further details on the companies in our group, please click here.
WHAT DATA DO WE COLLECT AND WHY?
We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice we need to collect sensitive information, such as information about your health. To do this, we will ask for your consent.
We will always keep your data safe and secure, and where we share your data with other businesses to fulfil the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.
FIND OUT MORE
Our Privacy Notice, holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to contact us if you have any questions. Please write to:
The Office of Data Protection, Quilter Financial Services, Wiltshire Court Farnsby Street, Swindon SN1 5AH
Haven Global Strategies Limited
Earle House, Ground Floor, Atlantic Street, Altrincham, Cheshire WA14 5DD.
Haven Global Strategies Limited is a company registered in England & Wales no. 07661911.
Haven Global Strategies Limited is authorised and regulated by the Financial Conduct Authority (FCA), no. 844313.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Our Director, Mark Andrew Tarry is a member of The Personal Finance Society and the Chartered Insurance Institute.
The Financial Conduct Authority does not regulate Trusts, Will Writing and Tax Planning.
Haven Global Strategies Limited is associated to Haven Protect Limited, which too is regulated by the FCA, along with Haven Accountancy & Tax Planning Limited.
Copyright © Haven Global Strategies Limited 2021.