Privacy Notice

A little about us...

Customer privacy

 

At Sunrise Capital Consultants we respect your privacy and the confidentiality of your personal information.

 

Who are we?

Sunrise Capital Consultants is a trading style of Rosemount Financial Solutions Ltd who are an appointed representative of Quilter Financial Services Limited {and Quilter Mortgage Planning Limited} which are part of the Quilter Group of companies.

 

For further details on the companies in our group, please visit

https://www.quilter.com/about-us/our-brands/

 

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, 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 write to:

 

The Office of Data Protection,

Quilter Financial Planning Ltd,

Wiltshire Court

Farnsby Street,

Swindon

SN1 5AH

QFPDataGuardian@quilter.com

Telephone: 0161 488 3559

 

Leave your details with us, and we'll call you back

Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy Notice
The information therein is used only to contact you to discuss the areas you've expressed an interest in.

Please note the contents of this form is sent via email and therefore may not be secure.

Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document. This notice sets out how we will process your personal data in line with the General Data Protection Regulations. Once you have read the customer privacy notice, please tick to confirm that you have read it and that you agree to Sunrise Capital Consultants processing your personal information for the purpose of contacting you. We will not use the details you provide us in the contact page to market to you.