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A Guide to Pensions A Guide to UK Personal Taxation A Guide to Wills Etc. Privacy Notice
     
At Bernas Coni Warren we respect your privacy and the confidentiality of your personal information. Valid XHTML 1.0 Transitional
 
WEBSITE PRIVACY NOTICE
Who are we?
Bernas Coni Warren is an appointed representative of Quilter Financial Planning Limited and Quilter Mortgage Planning Limited, which are part of the Quilter Group of companies. For further details on the companies in the group, please click here [opens a new window].
What data do we collect and why?
We collect personal information about you when you contact us about products and services / see a Financial Adviser / 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 fulfill the purposes above, we make sure that 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.
We do not use 'cookies' on our website.
Find out more
Our Privacy Notice [opens a pdf file] 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.
 
The editorial here does not constitute personal advice.
It reflects Bernas Coni Warren's understanding of current law and tax practice, and is without prejudice.
No liability shall attach.
Errors & Omissions Excepted.

 
© Copyright Bernas Coni Warren
www.BernasConiWarren.com
Phone01275 83 73 03
7 School Close, Whitchurch,
Bristol, BS14 0DU
Bernas Coni Warren is a trading style of John Bernas ACSI, dip PFS
who is an appointed representative of Quilter Financial Planning Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.
Quilter is entered on the Financial Services Register under reference 440703 and 440718.