Privacy Policy

Wells Gibson Limited is an independent financial advisory company. This privacy policy explains how we use any personal information we collect about you when you use our services.

  1. What information do we collect about you?

We collect information about you once you have agreed to use our services and subsequently when we place an order to execute transactions for products or services. We may also collect information about you if you voluntarily complete customer surveys or provide feedback, for example. If and when we use our website to collect information about you the information may be collected using cookies.

  1. How will we use the information about you?

We collect information about you to provide you with advice, periodically process your orders, manage your account and, if you agree, to contact you about products and services we think may be of interest to you. When you provide information through our website, we use that information collected from the website to personalise your repeat visits to the website. If you have agreed, we will pass on your relevant personal information to other firms party to transactions. We may be required to share your information with our regulators, compliance consultants, credit reference agencies and fraud prevention agencies (including for tax and anti-money laundering purposes).

  1. Marketing

We would like to send you information about products and services of ours which may be of interest to you. If you have consented to receive marketing, you may opt out at a later date. You have the right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please do not hesitate to contact us.

  1. Access to your information and correction

You have the right to request a copy of the information that we hold about you.  If you would like a copy of some or all of your personal information, please email or write to us. We want to ensure that your personal information is accurate and up to date. You may ask us to correct or remove information you think is inaccurate.