Privacy & legal.

Who we are

This website is operated by Sweetland Associates Ltd, registered in England & Wales under company registration number 4689304, with its registered office at Cathedral Chambers, 107 Stow Hill, Newport, South Wales, NP20 4ED.

Sweetland Associates Ltd is authorised and regulated by the Financial Conduct Authority (FCA), register reference 744333. You can verify our authorisation on the FCA's register at register.fca.org.uk.

The advice we provide

The information on this website is intended to provide a general overview of our services and is not personal financial advice or a recommendation to take any particular course of action. Any advice we give you will follow a full assessment of your individual circumstances.

The guidance and advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the United Kingdom.

The value of investments and any income from them can fall as well as rise and you may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. A lifetime mortgage is a loan secured against your home; equity release will reduce the value of your estate and may affect your entitlement to means-tested benefits.

Privacy & how we use your data

We are committed to protecting your privacy and handling your personal data fairly, lawfully and transparently, in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

When you contact us through this website, we collect the information you provide, such as your name, email address, phone number and the details of your enquiry, solely to respond to you and, where you ask us to, to provide our services. Our lawful basis for processing this information is your consent and, where you become a client, the performance of our contract with you and compliance with our legal and regulatory obligations.

• We will only use your information for the purpose for which you provided it.
• We will not sell your personal data, and we will only share it where necessary to provide our services or to meet a legal or regulatory requirement.
• We retain your information for as long as needed to provide our services and to satisfy our regulatory record-keeping obligations.
• You have the right to access, correct, or request deletion of your personal data, and to withdraw consent at any time.

Cookies

This website is designed to work with minimal cookies and does not use third-party advertising or tracking cookies. Where a third-party feature such as an embedded map is used, that provider may set its own cookies; please refer to their privacy policy for details.

Your rights & the ICO

You have rights over the personal data we hold about you, including the right to be informed, to access, to rectification, to erasure, to restrict processing, to data portability and to object. To exercise any of these rights, please contact us using the details below.

If you have a concern about how we have handled your personal data, you have the right to complain to the Information Commissioner's Office (ICO), the UK's data protection regulator, at ico.org.uk.

Complaints

We aim to provide the highest standard of service, but if you are ever unhappy we want to know. Please contact us in the first instance and we will do everything we can to put things right.

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service, an independent body that arbitrates on complaints, at financial-ombudsman.org.uk. Depending on your circumstances, you may also be covered by the Financial Services Compensation Scheme (FSCS).

Contact

If you have any questions about this notice, our use of your data, or our services, please contact us by post at Cathedral Chambers, 107 Stow Hill, Newport, NP20 4ED, by telephone on 01633 246246, or by email at [email protected].