Data protection

Protecting your data

Protecting your personal information is a responsibility we take seriously. At Premier Commercial Wealth, we are committed to handling your data securely, fairly, and transparently, in line with data protection legislation and regulatory requirements.

How we use your information

We only collect and process personal data that is necessary to provide financial advice and related services. This may include information needed to:

  • Understand your circumstances and financial objectives

  • Provide suitable advice and recommendations

  • Meet legal, regulatory, and compliance obligations

  • Communicate with you about our services

Your data is never used for purposes that are unclear or unrelated to the services we provide.

Keeping your information secure

We have appropriate technical and organisational measures in place to protect your information against unauthorised access, loss, or misuse. These measures are regularly reviewed to ensure they remain effective and up to date.

Access to personal data is restricted to authorised individuals who need it to perform their role, and all information is handled with strict confidentiality.

Sharing your information

Where necessary, we may share your data with trusted third parties such as product providers, professional advisers, or regulatory bodies. This is only done when required to deliver our services or meet legal obligations.

We never sell your personal data and only share information with organisations that meet appropriate data protection standards.

Your rights

You have the right to understand how your data is used and to request access to the personal information we hold about you. You may also request corrections, raise concerns, or ask for further information about how your data is handled.

We are committed to respecting your rights and responding to any data-related enquiries promptly and transparently.

Supporting vulnerable clients

If you are experiencing vulnerability or require additional support in understanding how your data is used, we will take extra care to ensure information is provided clearly, respectfully, and at a pace that suits you.

Further information

For full details on how we collect, store, and process personal data, please refer to our privacy policy. If you have any questions about data protection or how your information is handled, please contact us and a member of our team will be happy to help.