Privacy Statement


At Essentially Financial Ltd, we respect your privacy and confidentiallity of your personal information.


Who we are

Essentially Financial Ltd is an Appointed Representative of Caerus Financial Ltd. Caerus Financial Ltd is part of the Caerus Capital Group, which is wholly owned by Intrinsic Financial Services Ltd who are authorised and regulated by the Financial Conduct Authority (FCA). Intrinsic Financial Services Ltd are part of Old Mutual Wealth UK. For further details on the companies in the group, please click here.


What data we collect and why

We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes and to communicate with you. For the provision of advice we need to collect sensitive information, such as information about your health.  To do this, we will ask for your consent.

We will always keep your data safe and secure. Where we share your data with other businesses to fulfil the purposes above, we make sure they follow our instructions and keep your data secure likewise. We will never sell your data and we will not send you communications about unrelated services without your consent.


Find out more

Our Customer Privacy Notice holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data and how to contact us if you have any questions. You can also write to The Office of Data Protection, Intrinsic Financial Services Group, Wiltshire Court, Farnsby Street, Swindon, Wiltshire SN1 5AH.

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