Privacy Policy

Vincent Colley Investment Advisers Ltd are trading as Principle investment Management.

Here at Principle we take your privacy very seriously. As a regulated financial planning firm we collect and hold a range of data from existing and prospective clients.

The detailed version of the Privacy Policy is via the link below however to summarise this includes:

Who we are

  • The personal data we collect
  • How we use your personal information
  • Special category data – sensitive data unique to you such as health or lifestyle information that is required due to the nature of our work
  • Marketing – we do not share any information to any third parties for marketing purposes
  • How long the personal information will be kept for – we keep your information for as long as necessary for the purpose for which it was collected and to meet regulative and legislative requirements.
  • Your rights – you can ask us to confirm whether or not we are using your personal data.
  • Keeping your data secure – we are committed to ensuring the confidentiality of the personal information we hold and we will continue to review our security controls, procedures and policies to ensure your data remains secure.
  • How to contact us – address, telephone and email details listed below.

Data Protection Notice 2 – website