Privacy Policy
Bay Tree Financial respects and protects the privacy of the individuals who use
our website. We require your personal information in order to advise you
correctly. It is therefore necessary for Bay Tree Financial to request certain
personal and financial details.
Having provided this information, you agree to us holding this information on
computer or paper files.
You also agree that any information you give us may be disclosed to a third
party in support of any plan or policy agreement you may enter into with a
provider.
Please Note:
Any quotation provided as a result of completing the enquiry form, will not be
guaranteed without first, the completion of a full financial review.
Whilst all efforts have been made to ensure the information contained in this
site is correct, we accept no responsibility for any errors or omissions.
The information in this website, is based on our understanding of United Kingdom
law and taxation and may therefore be subject to change.
If a client requests a financial institution to obtain details of their Credit
File, the client should be aware that the inquiry could leave a ‘Footprint’ on
their Credit File following that enquiry.