Once you have agreed to use our services we collect information from you about your personal and financial circumstances, your needs and objectives and your attitude to risk.
We subsequently update this information at least once a year when we review your financial arrangements and when we place an instruction to execute transactions for products or services.
We may also collect information about you if, for example, you voluntarily complete customer surveys or provide feedback, for example. If and when we use our website to collect information about you the information may be collected using cookies.
We use the information we have collected about you:
We would like to send you information about products and services of ours which may be of interest to you. If you have consented to receive marketing, you may opt out at a later date.
You have the right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please refer to the contact section below.
You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email or write to us at the address below. We may make a small charge for this service. We want to make sure that your personal information is accurate and up to date. You may ask us to correct or remove information you think is inaccurate.
Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity. You can remove cookies from your browser and / or set your browser not to accept cookies. However, in a few cases some of our website features may not function as a result. Visit www.aboutcookies.org or www.allaboutcookies.org for further information.
Our address is The Gatehouse Business Centre, Mansion Gate, Leeds, LS7 4RF.
We can also be contacted by email at firstname.lastname@example.org or by telephone on 0113 262 1424.
Final countdown to the end of the tax year
Time to spring clean your finances
We particularly value the future projections of our financial position. We consider that this helps to plan sensibly for the future particularly taking into account age and health prospects and provides reassurance as to a secure financial future.
I would like to express my appreciation of the excellent information as well as the time investment you have provided which have helped me to make informed decisions... Your advice and willingness as well as your patience have enabled me to fully understand the choices I can make.
Professional, personal and a friendly service… Prepared to listen and discuss my requirements in depth…. I can highly recommend all the team at The Financial Advice Company, for looking after my interests for my future and for my family’s future.
I am very happy to endorse the company as they have not only given me very sound advice, helped to save me money but also helped me to grow my investments.
Ben is always extremely courteous and professional taking the time to listen to my changing financial needs. The advice he gives has always been reassuring and has helped me enable my financial plans with my needs always at the forefront. I would highly recommend Ben and his team to provide a true client centred and professional service.
We have been clients of The Financial Advice Company for ten years. Throughout that time they have provided good financial advice in a professional & friendly manner.
I've been investing with the company for over 10 years and am very happy... The team is professional, friendly and takes time to ensure I understand the risks and benefits associated with the various offerings.