Privacy Policy

Privacy Notice & Cookies Policy

This notice explains how we use any personal information we collect about you.

Why do we collect information about you?

To give you financial advice and other services, we collect information about your personal and financial circumstances. Services like life insurance need special categories of personal data such as health – we’ll ask for your explicit consent for this.

To help us accurately carry out your instructions, we may record your meetings or phone calls, and ask for your feedback to help improve our service.

We use cookies on our website to understand how it is being used and personalise what you see.  You can set your browser not to accept cookies and tells you how to remove cookies from your browser, but some website features may not work as a result.

This information also helps us meet our legal and regulatory obligations.

Who might we share your information with?

We never share your information with other companies for marketing purposes.

We may send your details to third parties such as:

  • product and platform providers that we use to arrange financial products for you, or
  • professional compliance, accountancy or legal

To meet our obligations to prevent money-laundering and other financial crime we may also send your details to third party agencies for identity verification. Our contracts with these agencies ensure that:

  • the nature and purpose of the processing is clear,
  • they are subject to a duty of confidence in processing your data, and
  • they’ll only act in accordance with our written instructions.

Any time we send your personal information to a third party, we’ll use appropriate security measures to protect it in transit.

How long do we store your information?

Regulatory requirements mean we must store information for specified minimum periods. We also reserve the right to store data for longer in case it’s needed to defend a future claim against us. We do not store your personal data for more than 6 years after your death. We’ll delete your personal data subject to the restrictions of our regulatory obligations and legitimate interests.

How can you access the information we store about you?

You have the right to ask us:

  • for a copy of the information that we hold about you, and
  • to move your personal data to another organisation for their use when it is processed automatically.

We have an obligation to ensure that your personal information is accurate and up to date: Please ask us to correct or remove any information that you think is incorrect.

What else should you know?

We’d like to send you information about our products and services which may be of interest. If you don’t want us to do this, let us know.

This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies.

What if you’re unhappy with how your personal data is processed?

You also have the right to make a complaint with the supervisory authority for data protection at

Changes to this Policy

We regularly review our Privacy and Cookies Policy, and we’ll let you know about any changes. It was last updated on 29th January 2024.

How to contact us

If you have any questions about our Privacy and Cookies Policy, or information we hold about you, email us at, or write to us at:
31 Castle Street,
SP1 1TT.

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      Annetts & Orchard is a trading name of Annetts & Orchard Ltd. We are authorised and regulated by the Financial Conduct Authority. You can find Annetts & Orchard Ltd on the FCA register (FCA number 820272) by clicking here. Registered in England & Wales (11503291).

      Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

      The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.

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