Privacy Notice





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

Who are we?

Bay Tree Financial Planning is a trading style of Jennifer Usher, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are part of the Quilter Group of companies.


For further details on the companies in our group, please visit:[1]us/our-brands/


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 here 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 Planning Ltd

Senator House
85 Queen Victoria Street


Get in touch

If you are considering taking financial advice I would love to talk to you. Please feel free to call me on 01608 813070 or alternatively please fill out the form and I’ll contact you as soon as I possibly can.

Get In Touch Now!