As Financial Advisers, we are committed to protecting your personal information and other data provided to us in the course of our dealings with you.

Gilbert Wealth Limited undertakes to meet its obligations under the Data Protection Act 1998/2018, the Privacy and Electronic Communications Regulations 2003 and the EU General Data Protection Regulation (GDPR).

The nature of our business is that we will on occasion ask you to provide sensitive personal data as defined in the above acts (for example, questions relating to your health in order to provide life insurance quotations). As required by the Data Protection Act 1998, we follow strict security procedures in the storage and disclosure of this information, and will gain your consent to use this data and take appropriate measures to protect it.

We will not disclose your personal information to third parties, unless we are legally required to do so, but will reserve the right to disclose personal data to comply with applicable laws and lawful government requests, to operate our systems properly, or protect ourselves and our clients.