The terms '', '', 'us' or 'we' refers to the owner of the website whose registered office and company number is detailed below.
The term 'you' or 'your' refers to the user or viewer of our website.
Registered as a Limited Company in England and Wales No 8705095. Registered Office: Linden House, Chapel Street Haconby, Bourne, Lincolnshire, PE10 0UL.
At we respect your privacy and the confidentiality of your personal information.
Who are we?
HFB Financial Planning Ltd provides both personal and corporate financial planning advice. We are an appointed representative (AR) of Intrinsic Financial Services Ltd (IFS) who are part of Old Mutual Wealth. For further details on the companies in our group, please click here https://www.oldmutualwealth.co.uk/about-us/our-wider-business/.
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, please click here, 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 click here, or write to:
The Office of Data Protection,
Intrinsic Financial Services Group,
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