Third party money advice referrals
Please ensure you have explicit client consent if you are referring someone to us on their behalf.
Please share the following information with the client
When we record and use your personal information we:
- only access it when we have a good reason
- only share what is necessary and relevant
- and don’t sell it to commercial organisations.
We need to record information about you to help with your enquiry. We have a legitimate interest to do this. Please let us know if you’d like more information about how we’ll use your data.