Our Privacy Policy contains important information about what personal details we collect; what we do with the information; who we may share it with and why; and your choices and rights when it comes to the personal information you have given us.

Who we are:

We are Sovereign Finance, a firm of financial advisers regulated by the Financial Conduct Authority (FCA)

How to contact us:

If you have any questions about our Privacy Policy or the information we collect or use about you, please contact

FAO Data Protection Officer
Sovereign Finance
11A Forest View Road
East Grinstead
West Sussex  RH19 4AW


Information we collect and use:

Information about you that we collect and use includes:

- Information about who you are, e.g. your name, date of birth and contact details

- Information related to the product or service you engage us to provide to you

- Information from your contacts with us, e.g. phone calls, emails, letters

- Information you may provide us about other people where the information is related to the product or service we are providing to you

-Information on children, e.g. where a child is named as a beneficiary on a policy taken out by a parent or guardian on their behalf.  In these cases, we will collect and use only the information required to identify the child (such as their name, age and gender)

How we collect your information:

We may collect your personal information directly from you from a variety of sources, including:

- an application form for a product or service

- a questionnaire related to the product or service you are engaging us to provide

- emails or letters you send to us

- meetings with one of our financial advisers.

What we collect and use your information for:

We will collect and use your information only where:

- you have given us your permission (consent) to send you information about products and services we provide

- you wish us to send you our regular newsletter

- it is necessary to provide the product or service you have requested

(Note: If you do not wish us to collect and use your personal information in these ways, it may mean that we will be unable to provide you with our products or services.)

Who we may share your information with:

We may share your information with the following:

- Companies we are in contact with in order to provide the product or service you have requested us to provide

- Our regulators and supervisory authorities, e.g. the Financial Conduct Authority (FCA) and the Information Commissioner’s Office for the UK (the ICO).

Where your information is processed:

Your information is processed in the UK.

How we protect your information:

Any personal information which is collected, recorded or used in any way, whether on paper, online or via any other media, will have appropriate safeguards applied in line with our data protection obligations.

How long we keep your information:

We will keep your personal information only where it is necessary to provide you with our products or services.  We may also keep your information after this period but only where required to meet our legal or regulatory obligations. The length of time we keep your information for these purposes will vary depending on the obligations we need to meet.

Your individual rights:

You have a number of rights in relation to how Sovereign Finance uses your information.

They include:

Right to be informed

You have a right to receive clear and easy to understand information on what personal information we have, why and who we share it with.  We do this in our Privacy Policy.

Right of access

You have the right of access to your personal information.  If you wish to receive a copy of the personal information we hold on you, you may make a data subject access request.

Right to request that your information be deleted or removed

You have the right to request your information be deleted or removed where there is not a compelling reason for Sovereign Finance to continue to have it.

Right to rectification

You have the right to have your personal data rectified if what we have is inaccurate or incomplete.

Withdrawal of consent:

You can withdraw your consent to the above use of your information at any time by simply contacting us by telephone – 01342 313302, or by letter to

Sovereign Finance
11A Forest View Road, East Grinstead, West Sussex RH19 4AW

How to make a complaint:

We will always strive to collect, use and safeguard your personal information in line with data protection laws.  If you do not believe we have handled your information as set out in our Privacy Policy please contact us and we will do our best to make things right.

If you are still unhappy, you can complain to the Information Commissioner’s Office for the UK (the ICO).


Date of this Privacy Policy Statement – 10 April 2018

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