Privacy Policy

This policy sets out how we seek to protect personal data and ensure that our staff understand the rules governing their use of personal data to which they have access in the course of their work.

Customer privacy

At IJP Wealth Management we respect your privacy and the confidentiality of your personal information.

Who are we?

IJP Wealth Management is a trading style of Camargue Wealth Limited who is an appointed representative of Quilter Financial Limited, which is 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.

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