Our Privacy Policy

Our Privacy Policy

Customer privacy

At Springboard Financial we respect your privacy and the confidentiality of your personal information.

Who are we?

Springboard Financial provides financial planning solutions and advice through experienced and qualified advisers based in the UK.

Currently, Springboard Financial 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, Springboard Financial is solely responsible for some activities, for example any direct marketing that we undertake.

For further details on the companies in our group, please visit


What data do we collect and why?

We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice, we need to collect sensitive information, such as information about your health. To do this, we will ask for your consent.

We will always keep your data safe and secure, and where we share your data with other businesses to fulfil the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.

Find out more

Please contact us if you have any questions.

Please write to:

The Office of Data Protection,

Quilter Financial Planning Ltd,

Wiltshire Court

Farnsby Street,




Telephone: 0161 488 3559

Springboard FS

© 2020 - Springboard Financial

Springboard Financial is a trading style of Charles Derby Financial Services Limited which is an appointed representative of Quilter Mortgage Planning Limited and Quilter Financial Services Limited who are authorised and regulated by the Financial Conduct Authority Registered in England and Wales 5693185. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.

Registered Office: Charles Derby, 6 Tollgate Business Park, Tollgate West, Stanway, Colchester, Essex CO3 8AB. FCA authorised No. 440703.