Our Privacy Policy

Information held about you

In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances to assess your suitability for particular products and services.

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. We may send personal information supplied by you in confidence for processing to other companies within the Sesame Limited Network (or companies acting on our instructions) including those located outside the European Economic Area.

2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to third parties (e.g. credit reference agencies and medical practitioners, where relevant) for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose.

3. You agree that we may use the information that we hold about you to contact you from time to time by post, fax, e-mail or telephone to bring to your attention additional products or services, which may be of benefit to you.

4. We agree that any consent given by you under paragraph 3 above may be withdrawn by you at any time by contacting us in writing at:

Verity Wealth Management LLP

8 Dalamere Close

High Generals Wood


Tyne and Wear

NE38 9DH

Tel: 0191 4174799

Fax: 0191 4174799

Email: office@veritywm.co.uk

CALL US: 0191 516 6353

Advice with Integrity