Privacy Policy

Chartwell Financial Planners Limited

This Privacy Notice explains how we will use your personal information, what information will be collected, how we will collect this and your rights in relation to this information. This notice was last updated on 1.4.19 and may vary from time to time, so please check this regularly. Chartwell Financial Planners Limited are licensed by the Isle of Man Financial Services Authority in the Isle of Man and we are the controller of any information that you provide to us. We are committed to protecting the privacy and security of your personal information.

What information we will collect

We will collect personal information about you to provide financial planning and financial advice services that you have requested and for quotes for our services.

This will be in relation to your personal and financial circumstances and may include special categories, such as information in relation to your health that may be necessary for the provision of our services.

If this involves the collection of information about other members of your family, please note that it will be your responsibility to ensure that you have their permission to provide this information so that we can process this. You will need to ensure that they know who we are and how this information is used (as detailed within this Privacy Notice).

Why we use this information and who we may share this with

We will process data to allow us to meet regulatory and legal obligations for providing you with financial planning and financial advice services, so that we can carry out services effectively and perform our contract with you.

We will also process data to conduct administrative or operational processes within our business, respond to requests, enquiries or complaints received, communicate with you about our products and services, as well as monitor and analyse our business.

This may include sharing this information to third parties who provide professional compliance, accountancy and legal services and furthermore, to verify your identity and undertake due diligence. In most cases, we will not disclosed data without your prior knowledge. Information may however need to be shared in response to a request from law enforcement/ regulatory authorities or in relation to any legal/ regulatory obligations that we may have, to exercise or defend legal rights or when any personal data breaches are recorded.

We will always ensure that the amount of information that we collect, and the extent of processing activities does not go beyond what is required.

We do not engage in marketing activities.

How long do we hold information for?

We are required to hold data for periods of time, and this is subject to legal, tax and regulatory requirements. We will not however retain data for longer than six years after the termination of our relationship with you unless where regulatory requirements state the need for us to retain data longer or indefinitely, such as in relation to pension transfers or the duration of a life policy.

Your data protection rights

Please note, no automated decisions or profiling are undertaken by Chartwell Financial Planners Limited.


We use cookies on our Website to record your IP address with the date, time and duration of your visit. This tracks the use by visitors to allow us to review activities. If you wish to do so, you can set your browser not to accept cookies, but you may be unable to use all of the website if you do this.


Up to date storage and security techniques are used to protect your personal data from unauthorised access, improper use or disclosure, unauthorised modification or unlawful destruction or accidental loss. All our employees and any third parties that may be engaged to process your personal information are obliged to respect the confidentiality of your information.

Please note however, the transmission of information via the internet, email and post is not completely secure. Although we will do our best to try and protect your information, we cannot guarantee the security of your information and any transmission is at your own risk.

How can you access information held about you?

You have a right to apply for a copy of information that we hold, and this is called a data subject access request. We may require additional information in order to identify you or the information you seek and would not normally charge a fee unless this information has already been supplied and this is manifestly unfounded or excessive.

Any questions should be directed in writing or by email to: - The Data Protection Officer, Chartwell Financial Planners Limited, 17 Springfield Rise, Foxdale, Isle of Man IM4 3JX. Telephone 01624 479045. Email [email protected]

If you are unhappy with how your personal data is processed

You have a right to lodge a complaint with the IOM Information Commissioner, PO Box 69, Douglas, Isle of Man, IM99 1EQ . Tel 01624 693260. Email [email protected] and, to seek compensation through the courts.

Chartwell Financial Planners Limited is licensed by the Isle of Man Financial Services Authority. Chartwell Financial Planners Limited Registered Office address is 17 Springfield Rise, Foxdale, Isle of Man IM4 3JX. IOM Company Registration number 132674C.

Get in touch

If you have a specific financial challenge, would like assistance planning for the future, or just need some guidance, let’s see if we can help.

The first step is to get in touch. We are happy to meet with no commitment on either side and see if the service is right for you and whether we’d work well together.

We look forward to hearing from you.

Call us: 01624 801409

Email us: [email protected]

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