This is the cookie policy for Metcalf Wealth Managers. We are committed to protecting your privacy. This Cookie Policy forms part of our legal information and sets out how we use cookies on our website to help make your visits more effective.
WHAT ARE COOKIES?
Cookies are small text files placed on your computer by websites and sometimes by emails. They provide useful information to organisations, which helps to make your visits to their websites more effective and efficient. We use cookies to ensure that we are able to understand how you use our website and to ensure that we can make improvements to our websites. Cookies do not contain personal or confidential information about you.
HOW WE USE COOKIES
We use cookies to ensure that you get the best from our website. The first time that you visit our website you will be asked to consent to the use of cookies and we suggest that you agree to allow the cookies to be active on your device whilst you visit and browse to ensure that you experience our website fully.
THE TYPES OF COOKIES WE USE
We use three types of cookies on our website:
• Session cookies that are deleted after each visit
• Persistent/tracking cookies that remain in place across multiple visits to our websites
• Third party cookies that are used by other parties, for example Google Analytics
Session cookies and persistent cookies are necessary in order for you to use our website. These cookies can be deleted via your browser, but this will restrict the functions that you are able to carry out on our websites. For more information on how to disable cookies in your browser please see the Information Commissioner’s Office website. (http://www.ico.org.uk/for-the-public/online/cookies/)
Session cookies expire when you leave the website and are not stored on your computer and do not contain any personal data.
Persistent cookies last beyond your visit to our website. We use Google Analytics on our website. This is a tracking cookie which enables us to track how popular a site is and to record visitor trends over time. The cookie does not contain any personal data but it does contact your computer’s IP address to determine where in the world you are accessing the website from and to track your page visits within the site.
OPTIONAL COOKIES
These cookies are usually supplied by business partners and help us to filter out information which is not relevant to you.
ACCEPTING / BLOCKING COOKIES
You can accept or block any cookies from any website through your browser settings. For more information on how to disable cookies in your browser please see the Information Commissioner’s Office website. (http://www.ico.org.uk/for-the-public/online/cookies/).
Please note that if you share your computer, accepting or blocking the use of cookies will affect all users of that computer.
COOKIES AND DEMOGRAPHICS
We may use data from Google’s interest-based advertising or third party audience data (such as age, gender and interests) with Google Analytics.
MORE INFORMATION
For more information about cookies visit the Information Commissioners website www.ico.org.uk/for-the-public/online/cookies. This statement can be condensed by only displaying the questions and expanding the text to show the answer when the customer clicks on that question.
After much searching and initial enquiries with finance / investment management advisors it proved the right decision to go with Metcalf. At all stages confirmation that solution options met with my needs was paramount and always with a relaxed very professional approach. Louisa and the team are extremely knowledgeable.”
I have had a relationship with the Metcalf Wealth Managers team since 2017, and they have been very helpful in amalgamating various personal pension schemes into a SIPP and another longer-term pension structure. The team have also been integral regarding monthly drawdowns from the SIPP in a tax-efficient way, keeping me fully informed on the corresponding paperwork trail as necessary. I fully recommend their advisory services accordingly.
Metcalf Wealth Managers provide a highly professional service in a very friendly and helpful way which I value and appreciate. Louisa is extremely knowledgeable and explains matters properly without being confusing. I trust her guidance, advice and recommendations and I feel that my investments are being well managed and are in very capable hands.
I have been very pleased with the quality of work you carried out on my behalf and would be happy to both recommend you to others and approach you for your assistance again once my finances and/or situation requires it.
CONTACT US
Metcalf Wealth Managers
Suite 9, 10 Churchill Square
Kings Hill
West Malling
Kent
ME19 4YU
T: 01732-780613
Email Us
Privacy Notice Best Execution Policy Client Classification Conflicts Of Interest Policy
Your Guide To Making A Complaint Personal Client Agreement
Metcalf Wealth Managers Ltd is an appointed representative of 2plan Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Metcalf Wealth Managers Ltd is entered on the FCA register (www.FCA.org.uk) under no. 229367.
The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered office: Suite 9, 10 Churchill Square, Kings Hill, West Malling, England, ME19 4YU. Registered in England and Wales Number: 12939624.
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