Privacy Policy

At NLP Financial Management we are committed to ensuring that the data you share with us is treated responsibly. This data enables us to provide you with the best service we can and fulfil any contracts that we agree. We will not share this information with any third party outside of the NLP Financial Management, unless you have given us permission, and your data will always be managed with reference to all relevant laws and regulations.

We do not collect any personal information from a visitor to our site unless that visitor explicitly and intentionally provides it. If you are simply browsing our site, we do not gather any personal information about you.

What information do we collect about you?

If you choose to contact us concerning any general comment or enquiry concerning NLP Financial Management or its website, we will request certain information from you. You will be asked to provide your name, your telephone number, your email address and any comments you may have. If we provide you with advice the additional information gathered will be extensive and will include the following categories of data:-

  • Details of income and expenditure
  • Employment details
  • Details of assets and liabilities
  • Details of dependants
  • Details of professional advisers

Without the full disclosure of data as required we may not be able to fulfil our contractual obligations with you.

Your rights

You have the right to request a copy of the information that we hold about you. If you would like a copy of this information then please contact us using the details below.

We want to make sure that your personal information is accurate and up to date. You may ask us to correct or remove information that you think is inaccurate.

You have the right to request to erasure of your information if we no longer need it for the purpose that it was originally requested, all legal obligations has been fulfilled, have been unlawfully processed or incompliance with a legal obligation.

You have the right to restrict the processing of your data.

You have the right to information you provided to us, returned to you or sent directly to another company, in a structured, commonly used and machine­ readable format where technically feasible (Data Portability).

Data Retention

Your personal data will not be kept for longer than is necessary for the purposes for which it was collected and processed and for the purposes of satisfying any legal, accounting, or reporting requirements.

Changes to our privacy policy

We keep this policy under regular review and we will place any updates on this website.

Contacting Us

We are not required to appoint a formal data protection officer under data protection laws. However, our Compliance Manager is responsible for data protection at NLP Financial Management.

If you have any questions about our privacy policy or your information, or to exercise any of your rights as described in this privacy policy or under data protection laws, you can contact us:

NLP Financial Management Limited
Charles House
108-110 Finchley Road

Email: [email protected]

Tel: 0207 472 5555

External Links

We will in some places provide links to external websites. NLP Financial Management is not responsible for the content of external websites.

FCA Pillar 3 Disclosure

Our FCA Pillar 3 Disclosure can be found here