Privacy Statement - Information we hold about you

In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances.

By providing us with your personal data:

1. You agree that the information we hold about you can be held on computer and/or paper files.

2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to appropriate third parties for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose.

Gosbee Morgan Financial Practice Ltd is Registered in England and Wales at 25 St Michaels Way, Bridgend, CF31 2BT. Company registration No 4944616. Gosbee Morgan is a trading style of Gosbee Morgan Financial Practice Ltd (FSA No 229769) are authorised and regulated by the Financial Services Authority (FSA) FSA firms register. Our guidance and advice is subject to the UK regulatory regime and is restricted to consumers resident in the UK. The FSA does not regulate all forms of the products or services provided by us. The information contained in this website is for general information only and is not financial, investment or tax advice. Please read our privacy statement before sending any enquiry form or email to us.