Confidentiality Statement

As Independent Financial Advisors, we are obliged by Law to collect a fair amount of financial information about you before we can place Investment Business, Pensions, or Life Assurance for you.

This is to ensure that we choose the right schemes for you with reference to your current planning and your overall personal financial situation.

The information is kept in absolute confidence however and not passed on to third parties, or used for marketing purposes of any kind outside Charlwood Leigh’s own regular contact with you.

You can therefore be assured that any information you provide us with will go no further.

If you have any questions about confidentiality, which you would like to raise, please feel free to contact us , so that we can reassure you further.