Your Partner, together with St. James’s PlaceWealth Management plc, are the data controllers of any personal data you provide to us.
Within forms on this website you may disclose the following special category data:
Health Information
We will use your personal data to understand your personal situation, financial aims and objectives to enable to us to provide appropriate financial advice.
We may share the personal data you provide with other parts of the St. James’s Place Group as well as third parties who provide products and services to support our service to you.We may also need to share it with HM Revenue and Customs and our regulators such as the Financial Conduct Authority or the Prudential Regulation Authority in certain circumstances.
By submitting any form on this website you confirm your consent to us processing these categories of information and sharing this information with third parties where required. If you do not consent to us processing this information we will be unable to fully understand your financial situation and the financial advice given may be limited.
You are entitled to withdraw this consent at any time and can do so by contacting your partner and, if necessary, our Data Protection Officer at . However, withdrawing your consent may impact the relevance of the financial advice provided.
Where you are providing us with personal data about another individual, you will inform them that you are providing their information to us, refer them to the relevant privacy notices and obtain their consent to our uses of their special categories of personal data. Any individual whose personal data we use may withdraw any such consent at any time but if consent is withdrawn then we may be unable to continue to provide some services to you.
For further information on our uses of your personal data, please see The Partner’s Privacy Policy which can be accessed through their website and SJP’s Privacy Policy which can be accessed at https://www.sjp.co.uk/site-services/privacy.
Should you have any enquiries relating to the personal data that we may hold about you or how your personal data is processed, you can contact our Data Protection Officer, at .