Privacy Notice

Our Privacy Notice explains how we use your personal data, describes the categories of personal data we process and for what purposes. We hold such information as Data Controllers in accordance with the requirements of the Data Protection Act 2017 and the EU General Data Protection Regulation (GDPR), together referred to as the ‘Regulations’. We are committed to collecting and using such data fairly and in accordance with the requirements of the GDPR.

‘Personal data’ is any information that relates to an identified or identifiable natural person (rather than to a legal entity, such as a company).

We take your privacy seriously and you can find out more here about your privacy rights and how we gather, use and share your personal information.

Who are we

When we say ‘Jarrovian’, ‘we’, ‘our’, or ‘us’ in this Privacy Notice, we are generally referring to the separate and distinct legal entities that make up the Jarrovian Group and the below act as controller for the personal information you provide to us. These include:

  • Jarrovian Group Ltd
    (Registered Office: Saxon House, 27 Duke Street, Chelmsford, England, CM1 1HT)
  • Jarrovian Wealth Limited
    is a Financial Planning and Wealth company authorised and regulated by the Financial Conduct Authority. Financial Services Register no. 770693. (Registered address: Saxon House, 27 Duke Street, Chelmsford, England, CM1 1HT)
  • Jarrovian Planning and Consultancy Limited
    (Registered Office: Saxon House, 27 Duke Street, Chelmsford, England, CM1 1HT)
  • Jarrovian Trust and Estate Services Limited
    (Registered Office: Saxon House, 27 Duke Street, Chelmsford, England, CM1 1HT).

It also includes any other businesses we add to this group in the future.

Your Rights

You have the right to object to how we process your personal information. You also have the right to access, correct, sometimes delete and restrict the personal information we use. In addition, you have a right to complain to us and to the data protection regulator. Contact details are shown here.

What personal information we collect and use

We need to obtain information about you, so that we can provide the financial advice you require, including:

  • personal details such as your name, identification number, date of birth, KYC documents (including a copy of your national identity card or passport), phone number, physical and electronic address, and family details such as the name of your spouse, partner, or children;
  • financial information, including payment and transaction records and information relating to your assets (including fixed properties), financial statements, liabilities, taxes, revenues, earnings and investments (including your investment objectives);
  • tax domicile and other tax-related documents and information;
  • where applicable, professional information about you, such as your job title and work experience;
  • your knowledge of and experience in investment matters;
  • details of our interactions with you and the products and services you use;
  • when you access our Website; data transmitted by your browser and automatically recorded by our server, including date and time of the access, name of the accessed file as well as the transmitted data volume and the performance of the access, your web browser, browser language and requesting domain and IP address (additional data will only be recorded via our Website if their disclosure is made voluntarily, e.g. in the course of a registration or request). When you visit our website, that website will contain additional information about how we use your information while you are visiting that website; and
  • in some cases (where permitted by law), special categories of personal data, such as your political opinions or affiliations, health information, racial or ethnic origin, religious or philosophical beliefs, and, to the extent legally possible, information relating to criminal convictions or offences.

This information is normally obtained directly from clients in a face to face meeting. It may also be obtained by telephone, post or other means.  We may also obtain some personal information from recording calls or meetings or by making contemporaneous notes of calls or meetings.

In some cases, we collect this information from other organisations such as investment/pension/insurance providers, where you have provided authority for them to share information relating to your existing plans, public registers, public administration or other third-party sources, such as wealth screening services, fraud prevention agencies, and intermediaries that facilitate data portability.

If relevant, we will also collect information about your additional account holders, business partners (including other shareholders or beneficial owners), dependants or family members, representatives, and agents. Before providing us with this information, you should provide a copy of this notice to those individuals.

Sharing and transferring personal information

We usually share personal data with other Jarrovian Group of companies to ensure a consistently high service standard across Jarrovian, and to provide services and products to you.

Third Parties

When providing products and services to you, we will share personal data with persons acting on your behalf or otherwise involved in the transaction (depending on the type of product or service you receive from us), including, where relevant the following:

  • Insurance Providers
  • Pension Providers
  • Annuity providers
  • Investment Providers
  • Investment Platforms
  • Providers of pension transfer comparison reports
  • Compliance Advisers
  • Legal Advisers
  • any intermediary to whom we provide introductions or referrals.

Service Providers

In some instances, we also share personal data with our suppliers, including Jarrovian Group companies and other business partners who provide services to us, such as IT (Back Office Systems Providers and Third-Party Software Providers) and hosting providers, marketing providers, communication services and printing providers and fraud prevention. When we do so we take steps to ensure they meet our data security standards, so that your personal data remains secure.

Public or regulatory authorities

If required from time to time, we disclose personal data to public authorities, regulators or governmental bodies, including when required by law or regulation, under a code of practice or conduct, or when these authorities or bodies require us to do so.

  • If you exercise your right to data portability, we will usually disclose your personal data to an intermediary that facilitates data portability in accordance with applicable law and regulations.
  • We will disclose personal data where required to exercise or protect legal rights, including ours and those of our employees or other stakeholders, or in response to requests from individuals or their representatives who seek to protect their legal rights or such rights of others.

How long do we store your data?

We keep your personal information securely for as long as we need to for the purpose of providing you with financial advice under the terms of our service/fee agreement (contract) or for as long as we are required to by relevant regulations.


We take security measures to protect your information including:

  • limiting access to our building(s) to those that we believe are entitled to be there (by use of passes, key card access and other related technologies);
  • implementing access controls to our information technology, such as firewalls, ID verification and logical segmentation and/ or physical separation of our systems and information;
  • never asking you for your passwords;
  • advising you never to enter your account number or password into an email or after following a link from an email.

Security Note

As complete data security cannot be guaranteed for communication via e-mails, instant messaging and similar means of communication, we would recommend sending any particularly confidential information by an alternative secure means.

How long do we keep your data?

Jarrovian will not retain your personal information longer than necessary. We will hold onto the information you provide either while your account is in existence, or as needed to be able to provide the product and services to you, or for as long as is necessary to provide support-related reporting and trend analysis only.

If legally required or if it is reasonably necessary to meet regulatory requirements, resolve disputes, prevent fraud and abuse, or enforce our Terms and Conditions, we may also retain some of your information for a limited period of time as required, or it is no longer needed to provide the product and services to you.

18 or Under

We are concerned to protect the privacy of children aged 18 or under. If you are aged 18 or under‚ please get your parent/guardian’s permission beforehand whenever you provide us with personal information.

Transferring your information outside of Europe

As part of the product and services offered to you, the information which you provide to us may be transferred to countries outside the European Union (“EU”). These countries may not have similar data protection laws to the UK. By submitting your personal data, you’re agreeing to this transfer, storing or processing. If we transfer your information outside of the EU in this way, we will take steps to ensure that appropriate security measures are taken with the aim of ensuring that your privacy rights continue to be protected as outlined in this Privacy Notice.

If you use our products and services while you are outside the EU, your information may be transferred outside the EU in order to provide you with those services.

Updates to our Privacy Notice

This Privacy Notice was updated in May 2018.  This Privacy Notice may be updated periodically and without prior notice to you to reflect changes in our personal information practices.  We will post a prominent notice on relevant websites to notify you of any significant changes to our Privacy Notice and indicate at the top of the Notice when it was most recently updated. If we update our Privacy Notice, in certain circumstances, we may seek your consent.

How to Contact Us

If you have any questions or comments aboutt our Privacy Notice, Jarrovian’s privacy practices or if you would like us to update information or preferences you provided to us, you may write or e-mail us at:

Jarrovian Group Ltd

5th Floor
4 City Road

Phone: 0330 0585 000


For a no-obligation consultation with one of our Financial Planners, please call 0330 058 5000