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Privacy Policy

Information we hold about you

In order to advise you properly, Independent Financial Management Ltd must obtain certain information from you about your financial and personal circumstances.

By providing us with your personal data:

  1. You agree that the information we hold about you can be held on computer and/or paper files.
  2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to appropriate third parties for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose.
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Testimonials...
"The restructuring of our pensions arrangements was carried out smoothly and professionally. We would have no hestitation in recommending IFM to any company wanting excellent independant financial advice."
Nigel Haith, Haith-Tickhill Group of Companies
Privacy Policy Independent Financial Management Ltd, Wakefield | Authorised and Regulated by the Financial Conduct Authority. Reg no 198055
Treating Customers Fairly Content on this web site is subject to current legislation and may be liable to change
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