Information we hold about you

In order to advise you properly, 5 Point Financial Planning Ltd must obtain certain information from you about your financial and personal circumstances.

By providing us with your personal data:

1. You agree that the information we hold about you can be held on computer and/or paper files.

2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to appropriate third parties for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose.

Please note:

All information sent to us via the enquiry forms on our website is processed by a secure server.

Privacy Statement

7/09/2010

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01604 497566

5 Point Financial Planning Ltd
Suite S4
Moulton Park
Northamptonshire
NN3 6AQ

5 Point Financial Planning Ltd is An Appointed Representative of Sesame Ltd.,
which is authorised and regulated by the Financial Services Authority
Sesame Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150427

The FSA do not regulate National savings products and some forms of mortgage and tax planning.
The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.