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Bay Tree Financial Planning

Privacy Notice

Customer Privacy

At Bay Tree Financial Planning we respect your privacy and the confidentiality of your personal information.

Who are we?

Jennifer Usher, trading as Bay Tree Financial Planning is a financial advice service offering advice on Pensions, Savings, Investments and Protection. We are an appointed representative (AR) of Intrinsic Financial Services Ltd (IFS) who are part of the Old Mutual Wealth Group. For further details on the companies in our group, please click here www.oldmutualwealth.co.uk/about-us/our-wider-business/

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, please click here [link], 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 click here [link], or write to:

The Office of Data Protection,

Intrinsic Financial Services Group,

Wiltshire Court

Farnsby Street,

Swindon

SN1 5AH




















 

Get Social

By clicking on these links you are departing from the regulatory site of Jennifer Usher, trading as Bay Tree Financial Planning. Neither Bay Tree Financial Planning nor Intrinsic are responsible for the accuracy of the information contained within the linked sites.

Website Design & SEO by Urban Element

Bay Tree Financial Planning is a trading style of Jennifer Usher who is an appointed representative of Intrinsic Mortgage Planning Limited and of Intrinsic Financial Planning Limited which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA Register (https://register.fca.org.uk/) under reference 440703 and 440718. The Financial Conduct Authority do not regulate the following services: Will writing, auto enrolment advice, trust advice, tax & inheritance tax planning, estate planning and accountancy advice.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Bay Tree Financial Planning

The Granary, Cornbury Park, Charlbury, Oxfordshire, OX7 3EW
T: 01608 813070 | M: 07788 410743
jennifer@baytreefp.co.uk
© Bay Tree Financial Planning.
All rights reserved.


Privacy Notice