Customer Privacy
At Stage Financial, we respect your privacy and the confidentiality of your personal information.
Who we are
Our website address is: https://stagefinancial.co.uk.
Stage Financial is a trading style of Keystone Wealth Management Limited who are an appointed representative of Quilter Mortgage Planning Limited and Quilter Financial Services Limited who are part of the Quilter Group of companies.
For further details on the companies in our group, please click here.
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 fulfill 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.
Embedded content from other websites
Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.
These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.
Find out more
Our Privacy Notice which can be accessed here, 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