Client privacy notice

This notice sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.


In this document, “We”, “Us” and refers to Hanson Mortgage Brokers Ltd, Quilter Financial Planning and its subsidiary companies.

Who we are

At Hanson Mortgage Brokers Ltd we respect your privacy and the confidentiality of your personal information.

Hanson Mortgage Brokers Ltd is an appointed representative of Quilter Financial Limited

Hanson Mortgage Brokers Ltd provide financial planning solutions and advice through experienced and qualified advisers based in the UK.

Currently, Hanson Mortgage Brokers Ltd and Quilter Financial Planning (Quilter) jointly determine the purposes and means of processing personal client data relating to giving advice. This means we’re joint data controllers for these core advice giving activities and therefore responsible for managing this client data and ensuring compliance.

However, Hanson Mortgage Brokers Ltd is solely responsible for some activities, for example any direct marketing that we undertake.

We will comply with relevant data protection law. Such laws require that the personal information we hold about you must be:

Your rights

We try to be as open as it can be in terms of giving people access to their personal information and therefore have outlined your rights below

You have the right to ask us:

In certain circumstances you also have the right to:

  • • object to the processing of your personal information (the right to object);
  • • object to automated decision making and profiling (the right not to be subject to automated decision-making including profiling); and
  • • request that information about you is provided to a third party in a commonly used, machine readable form (the right to data portability).