Privacy Policy

Clarke Robinson & Co Ltd – Privacy Policy

At Clarke Robinson & Co Ltd we take your privacy seriously. This policy explains in clear terms how we use and look after the personal information you give us.

Who we are

Clarke Robinson & Co Ltd is an Independent Financial Adviser (IFA) firm based in Portishead Bistol. We are the “data controller” for the purposes of data protection law.

What information we collect

We may collect personal information about you when you:

  • Contact us through our website, by phone, post or email

  • Become a client and provide details for us to give you financial advice

  • Provide us with documents or information needed for regulatory or legal reasons

This may include your name, contact details, financial details, and any other information relevant to your financial planning.

How we use your information

We only use your information for purposes that are necessary to:

  • Provide you with financial advice and services

  • Meet our legal and regulatory obligations as an FCA-authorised firm

  • Communicate with you about your enquiry or ongoing advice relationship

Who we share information with

We do not sell or share your information for marketing. We only share it where needed to:

  • Meet our regulatory duties with the FCA and other authorities

  • Use trusted tools and providers to deliver financial advice (such as product providers, platforms, or compliance support)

How long we keep information

We keep your information only for as long as it is necessary to:

  • Provide our services to you

  • Meet legal, regulatory and business record-keeping requirements

Your rights

You have rights over your personal information, including the right to access it and to raise concerns if you are unhappy with how it is handled.

Contact us

If you have any questions about this privacy policy or how your data is used, please write to us at:

Clarke Robinson & Co Ltd
Adcroft House
15 Roath Road
Portishead
Bristol
BS20 6AW

Page last updated: 21 August 2025