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Privacy Statement

Please read both our Privacy and Marketing Consent Notices:

Our Privacy Consent Notice »

Our Marketing Consent Notice»

This Privacy Policy sets out the data processing practices in relation to personal information and data which is collected, stored and retained through the use of this Website and any other electronic communications by Surrey Downs Financial Services.

Your right to privacy is important to us. This privacy policy sets out how Surrey Downs Financial Services uses and protects any information that you give us when you use this website. We are keen to strike a fair balance between your personal privacy and ensuring that you obtain full market value from the internet and other products and services we may be able to market to you. We are committed to ensuring that your privacy is protected. When we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this policy statement.

We may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from (25th May 2018).

If you have any requests concerning your personal information or any queries with regard to these practices please contact Surrey Downs Financial Services at Sandy Farm Business Centre, Farnham, Surrey, GU10 1PX.

Surrey Downs Financial Services collects personal information from visitors to the website through the use of online forms and every time you email us your details.

Use of personal information

Surrey Downs Financial Services processes personal information collected via the website for the purposes of:

  • providing and personalising our services
  • dealing with your inquiries and requests
  • administering orders and accounts relating to our clients
  • maintaining information as a reference tool or general resource and
  • providing you with information about products and services.

If you have provided your personal details with us and you wish to change your preferences please inform us at the address provided below if you do not wish to receive information about:

  • our products or services
  • products or services offered by other companies within our group
  • products or services offered jointly with or on behalf of other organisations.

Alternatively, you may opt-out of receiving additional information from Surrey Downs Financial Services or any other 3rd parties at any time by sending us an email to, by calling us on (01483 338 678) or by writing to us at the following address: Sandy Farm Business Centre The Sands, Farnham, Surrey, GU10 1PX.

Surrey Downs Financial Services may also use and disclose information in aggregate (so that no individuals are identified) for marketing and strategic development purposes.


Surrey Downs Financial Services will only disclose personal information to other companies within its group of companies, business partners from whom we receive professional advice or outsource administrative functions, government bodies and law enforcement agencies, successors in title to its business and suppliers engaged to process information on its behalf. Your details will never be sent to any third party.

Other websites

Our website may contain links to other websites which are outside the control of Surrey Downs Financial Services and are not covered by this Privacy Policy. If you access other websites using the links provided, the operators of these websites may collect information from you which will be used by them in accordance with their privacy policy, which may be different to the privacy policy of Surrey Downs Financial Services. You should exercise caution and look at the privacy statement applicable to the website in question. Internet-based transfers.

Given that the Internet is a global environment, using the Internet to collect and process personal information necessarily involves the transmission of information on an international basis. Therefore, by browsing the website and communicating electronically with us, you acknowledge and agree to Surrey Downs Financial Services processing personal information in this way.

Subject access rights

You have a right to a copy of and details of the personal information held about you. To obtain a copy of the personal information Surrey Downs Financial Services holds about you, please write to us at Sandy Farm Business Centre, The Sands, Farnham, Surrey, GU10 1PX. A charge of £10.00 will be made by Surrey Downs Financial Services for providing this information.

Information on the Data Protection Act 1998 is also on the Information Commissioner's website at

Use of this website is subject to our Terms of use (terms of use page).


This website is a guide on advice and does not try to recommend specific investments. Please speak to us regarding the suitablity of any advice.

Where there are third party links to other sites, for instance calculators or budget tools please be aware that we are not responsible for the content on these sites, you should see a pop up warning you of this before proceeding to external sites when this is the case.

We cannot be held liable for any loss caused to you by use of these external sites.

The pages on this site are issued in the United Kingdom, and comply with appropriate UK legislation and regulation. We welcome interest and enquiries from users worldwide. However, if you are accessing this site from outside the UK, local legislation and regulation may not permit us to provide products for you in your own country. We will be pleased to confirm the position to you on request, if you complete the enquiry form.

Nothing in this website is intended to constitute a financial promotion for the purposes of section 21 of the Financial Services and Markets Act 2000.