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Privacy Policy

Information we hold about you

In order to advise you properly, Harmony Wealth Management must obtain certain information from you about your financial and personal circumstances.

By providing us with your personal data:

  1. You agree that the information we hold about you can be held on computer and/or paper files.
  2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to appropriate third parties for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose.

Please note:

All information sent to us via the enquiry forms on our website is processed by a secure server.



General Enquiry
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Company address:
Harmony Wealth Management , Thompson House, Thompson Close, Whittington Moor, Chesterfield, Derbyshire, S41 9AZ
T: 01246 268571
F: 01246 268816

Email: enquiries@harmonywm.co.uk

Harmony Wealth Management is an Appointed Representative of Charles James Financial Planning who is Authorised and Regulated by the Financial Services Authority.

Charles James Financial Planning is entered on the FSA register (www.fsa.gov.uk/register/) under reference 135205

Telephone: 01246 268571 | enquiries@harmonywm.co.uk

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