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Privacy & Cookies

1. This Privacy Policy

1.1 Crown Wealth Management Limited is committed to protecting your personal information and other data provided to us via this and any other CROWN WEALTH MANAGEMENT web site (“Web Site”). Please read this Privacy Policy carefully as it contains important information about the use of any information you provide to us via this Web Site. This Privacy Policy explains what information we collect about you, how Crown Wealth Management Limited uses your information and sets out the circumstances where it could be provided to third parties. You should also read the separate User Terms that are applicable to this Web Site. To view the User Terms click on the link shown below.
1.2 Because of the financial nature of Crown Wealth Management Limited’s business, our products and services are not designed to appeal to or to be sold to persons under the age of 18. Therefore, Crown Wealth Management Limited does not knowingly attempt to solicit or receive any information from children

 

2. What information does Crown Wealth Management Limited collect and what do we do with it

2.1 To take advantage of some of the services offered via this Web Site you may be required to log on or register with the Web Site. Crown Wealth Management Limited and any third parties who hosts or maintains this Web Site may need to collect information about you and your computer to enable you to do so. The information will be collected when you register with the Web Site or when you choose to use one of the services available via the Web Site.

2.2 Crown Wealth Management Limited may use the information which it collects to personalise your experience on the Web Site, to help you to log-in in future, to continue to use the Web Site, and to help us select services or materials for inclusion on the Web Site which may be of interest to you. Crown Wealth Management Limited may, from time to time, use your information to recommend other products or services to you. Occasionally, we may contact you by letter, telephone or e-mail to inform you about other products and services which may be of interest to you. To exercise your right to “opt out” of this service you should contact CROWN WEALTH MANAGEMENT via the link shown below.

2.3 Crown Wealth Management Limited may use your information to notify you of news about changes to the Web Site, special events or new services that we think may interest you. If, at any time, you would rather not receive any such information, please either tick any relevant “opt-out” box on the page where you are asked to give your information or you may contact CROWN WEALTH MANAGEMENT via the link shown below. In these circumstances, we will need to keep your information on file so that you can continue to use the Web Site and so that we can deal with the administration and security of the Web Site, but we will not e-mail you or contact you by telephone, fax or post without your consent.

2.4 The nature of Crown Wealth Management Limited’s business is such that we may on occasion ask you to provide sensitive personal data as defined in the Data Protection Act 1998 (for example, questions relating to your health where that information is required in order to provide life insurance quotations). Where we do so, we will request your explicit consent to the use of such sensitive personal data. Where you consent to provide us with this information we will take appropriate measures to protect such sensitive personal data.

2.5 Crown Wealth Management Limited or third parties hosting servers on our behalf may also monitor traffic patterns and usage of the Web Site to help it to improve the Web Site design and layout.

2.6 Please note that Crown Wealth Management Limited is not responsible for what any third party content provider or other third party offering goods and services via web sites linked to this Web Site may propose to do with information about you. So please ensure you read their terms and conditions carefully.

 

3. Sharing of Third Parties

3.1 Crown Wealth Management Limited will not disclose your personal information to third parties other than as described in this clause (unless it is legally required to do so). We may need to pass your information to third parties who help CROWN WEALTH MANAGEMENT to maintain, administer or develop the Web Site but, if so, that information is only given to those third parties for that limited purpose. In addition, we may provide aggregate statistics about our customers, sales, traffic patterns and related Web Site information to reputable third-parties, but these statistics will include no personally identifying information.

3.2 Crown Wealth Management Limited reserves the right to access and disclose personal data or information to comply with applicable laws and lawful government requests, to operate its systems properly, or to protect itself or its users.

 

4. Your Consent

4.1 You acknowledge and agree that:

4.1.1 in the course of registering or using this Web Site and any services offered via this Web Site, certain information about you will be captured electronically (including sensitive personal data where required, but this will be subject to you giving your explicit consent in such cases) or otherwise and transmitted to Crown Wealth Management Limited or and, potentially, to any third parties as set out above, or to third parties who host our web servers or assist us in maintaining this Web Site; and

4.1.2 Crown Wealth Management Limited may send your information outside of the European Economic Area for processing or use in accordance with this Privacy Policy.

4.2 By using this Web Site, you expressly agree to the collection and use of your information for the purposes set out in this Privacy Policy

 

5. Contests and Competitions

From time-to-time we may request information from users for the purposes of running contests or competitions. Participation in these contests or competitions is completely voluntary and the user therefore has a choice regarding whether or not to disclose this information.

 

6. Crown Wealth Management Limited’s Responsibilities – How do we protect user information?

As required by the Data Protection Act 1998, Crown Wealth Management Limited follows strict security procedures in the storage and disclosure of information which you have provided via this Web Site, to prevent unauthorised access.

 

7. What are ‘Cookies’ and how does Crown Wealth Management use them?

7.1 A cookie is a piece of information that is stored on your computer’s hard drive by your Web browser. On visiting the Web Site, your computer server will use the cookie to guarantee a secure connection. Most browsers accept cookies automatically, but usually you can alter the settings of your browser to prevent automatic acceptance. If you choose not to receive cookies, you may not be able to use certain features of this Web Site.

7.2 We may conduct analyses of user traffic. These analyses will be performed through the use of IP addresses and cookies, which are required to ensure a secure server connection. Crown Wealth Management Limited does not use cookies to store any personal data or browsing habits.

7.3 Third parties such as advertising agencies and content providers may use cookies on this Web Site to collect personal information about you. We recommend that you read the privacy statement of any third party before using their web site. Crown Wealth Management Limited is not responsible for the use of such cookies or any other ways in which your personal data may be collected or used by such third parties.

 

8. Changes to Privacy Policy

Crown Wealth Management Limited reserves the right to add to or change the terms of this Privacy Policy in its sole discretion, without prior notice to you. If we change this Privacy Policy, we will post the new Privacy Policy on the Web Site, and it will become effective from the time of posting to the Web Site. Please visit this Privacy Policy on a regular basis to make sure you have read the latest version and you understand what Crown Wealth Management does with your information. Wherever possible, Crown Wealth Management will give you notice of any changes prior to their implementation.

 

9. General

This Web Site contains links to other web sites. Please be aware that Crown Wealth Management Limited cannot be held responsible for the privacy policies of such other sites. Crown Wealth Management Limited encourages its users to be aware when they leave the Web Site and to read the privacy statements of each and every web site that collects personally identifiable information. This privacy statement applies solely to information collected by this Web Site.

 

10. Feedback

If you have any queries or problems with regard to this Privacy Policy or the uses to which Crown Wealth Management Limited puts your information, please contact us via the ‘contact us’ page on this site.

Testimonials

I had a couple of pensions, which I wanted to combine. Having researched local financial advisers, it became clear Crown Wealth and Brian were highly recommended. Brian listened to what I was looking for and then made a solid recommendation. Once agreed everything was implemented as and when he said it would be. I am seeing growth over and above what was forecast and more importantly above ...

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Mr L. – Shrewsbury

I needed to trust someone that would listen to my needs and ensure that the decisions made were the right ones for my long term objectives. Brian took the time to personally review all my financial matters, including my business operations and properties. Brian was then able to forecast my future in order to meet my personal objectives and wealth.  I have regular meetings with Brian and his...

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Mr Williams – Local businessman

We have been meaning to write to you for some time now to thank you for all that you did for J. over the many years you helped her. She held you in great esteem and really appreciated the open and friendly way you helped her. Thank you.

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Mr P. – Somerset

I have neither the expertise nor time to maximise my investment opportunities. To seek professional advice was the best option for my wife and for me. Brian reviewed our combined and separate assets and devised a series of investment options for our appraisal and action. Liquid assets have grown well so far.

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Mr P. – Mid Wales

Required inheritance to be invested. Brian offered me trustworthy advice in a clear manner.

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Mr Jones – Shrewsbury

Both E. and myself have been extremely pleased with the results of the advice you gave us.

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Mr and Mrs G. – Wolverhampton

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