Privacy Notice

At Cardinal Financial Planning and Wealth Management we respect your privacy and the confidentiality of your personal information.

Who are we?
Cardinal Financial Planning and Wealth Management provide financial planning solutions and advice through experienced and qualified advisers based in the UK.

We are an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited and are part of the Quilter Group of companies.

For further details on the companies in our group, please click here.

What data do we collect and why?
We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice we need to collect sensitive information, such as information about your health. To do this, we will ask for your consent.

We will always keep your data safe and secure, and where we share your data with other businesses to fulfil the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.

Find out more
Our Privacy Notice, please click here, holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to contact us if you have any questions. Please click here [link], or write to:

The Office of Data Protection,
Intrinsic Financial Services,
Wiltshire Court
Farnsby Street,
Swindon
SN1 5AH

Telephone: 0161 488 3559

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Contact Us

8a Warren Heath Road, Ipswich, Suffolk, IP3 8TD

enquiries@cardinalwealth.co.uk

Office: 01473 717939

Mobile: 07958 808846

Cardinal Financial Planning and Wealth Management Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority. Cardinal Financial Planning and Wealth Management Limited. Registered in England and Wales, under company no. 09565939. Registered office address - Unit 4 & 5 Brightwell Barns Waldringfield Road, Brightwell, Ipswich, Suffolk, England, IP10 0BJ. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK