Internet Privacy Policy

At Bright Advice we respect your privacy and the confidentiality of your personal information.

Who Are we?

Bright Advice is a trading name of Lifetime Wealth Management Limited who are an Appointed Representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are part of the Quilter Group of companies

For further details on the companies in the Quilter group, please visit https://www.quilter.com/about-us/our-brands/

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, 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 write to:

The Office of Data Protection
Quilter Financial Planning Ltd
Senator House
85 Queen Victoria Street
London
EC4V 4AB

QFPDataGuardian@quilter.com

Bright Advice is a trading style of Lifetime Wealth Management Limited, which is an appointed representative of Quilter Financial Services Limited, Quilter Mortgage Planning Limited & Quilter Wealth Limited, which are authorised and regulated by the Financial Conduct Authority and registered as 440703, 440718 and 217742 respectively.

Lifetime Wealth Management Limited is registered in England and Wales, Company number 04631136. Registered Address: 12-14 Upper Marlborough Road, St. Albans, Hertfordshire, AL1 3UR.

The guidance and information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Wealth Limited, Quilter Financial Services Limited and Quilter Mortgage Planning Limited 03/09/2024.