Customer Privacy Notice

At Greentree Financial Planning Ltd we respect your privacy and the confidentiality of your personal information.

→ Download Privacy Notice

Who are we?

Greentree Financial Planning Ltd is an appointed representative of Quilter Mortgage Planning Limited, part of the Quilter Group of companies.

Find out more

Our Group Privacy Notice holds further 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

Quilter Financial Planning Limited

Senator House 85 Queen Victoria Street London,EC4V 4AB

Email: QFPDataGuardian@quilter.com