Privacy Policy

Privacy Policy

Vintage Wealth

Any personal data obtained in the course of providing our services to you will be held and processed by us in accordance with the relevant data protection legislation.

If you choose to submit personal information through this website or to Vintage Wealth or connected companies, you are agreeing that it can be used in the following ways:

To provide the services described;

For the prevention of money laundering;

For marketing by Vintage Wealth or any connected companies of other financial services and products to you;

If you would prefer not to receive promotional material from us you may advise us separately in writing at any time;

Unit and share prices are for information purposes only, they are not intended for trading purposes. We shall not be liable for any errors or delays in these prices, or for any actions taken in reliance thereon;

To analyse and track sales trends and investment performance in aggregate form for your benefit;

Personal information will be given to third parties only so far as it is necessary to fulfil these objectives and in accordance with the Data Protection Act 1998;

This may include distribution to a third-party provider of support services outside of the EEA;

Personal information may be transferred to any connected companies of Vintage Wealth to fulfil our service obligations;

You agree to the disclosure of personal information to any regulatory authority to which Vintage Wealth or connected companies are subject;

Electronic communications between parties in the course of business may be monitored by us in accordance with the relevant legislation;

We respect your privacy and will not supply personal information to anyone else unless you have given your permission for us to do so.

Although we take all reasonable steps to ensure the security of your personal information over the Internet, such as using available means of encryption and privacy protection, the internet is not an entirely secure environment and for this reason we cannot guarantee that information will not be intercepted read or copied by unauthorised parties. You accept these inherent security implications and will not hold us responsible for any breach of security unless we have been negligent.

You have a right to request access to any personal data held by us.


Our website (“Site”) may use cookies which are pieces of information that a website transfers to the cookie file on your computer’s hard disk. They help users navigate around the Site and help us to tailor the content to fit the needs of visitors who use the Site.

We may use session cookies on this Site. They are temporary cookies that remain in the cookie file of your computer until you close your browser (at which point they are deleted).

Cookies cannot look into your computer and obtain information about you or your family or read any material kept on your hard drive and, unless you have logged onto an authenticated page, cookies cannot be used to identify who you are.

Cookies cannot be used by anyone else who has access to the computer to find out anything about you, other than the fact that someone using the computer has visited a certain website. Cookies do not in any way compromise the security of your computer.

Cookies will not be used to contact you for marketing purposes other than by advertising on this Site from time to time.

Cookies may be used to record details of pages relating to particular products and services that you have visited on this site. This is to provide us with generic usage statistics to allow us to improve this site and to provide you with information that may interest you.

You can set your browser to disable persistent cookies and/or session cookies but if you disable session cookies, you may not be able to view certain parts of this site.

Please visit to find out how to disable and delete cookies.

Risk Warnings


The material on this site is for information purposes only. The opinions expressed on this site do not constitute investment advice and you should consult an investment advisor before you make any investment decision

Investment Risk

The value and income of investments and the income derived from them may fall as well as rise. Investors may not receive the original amount invested in return. Investors should also be aware that past performance is not a guide to future performance.


Statements concerning taxation are based on our understanding of the taxation law in force at the time of publication. The levels and bases of taxation may change. You should obtain professional advice on taxation where appropriate.

Mortgage Risk

Your home may be repossessed if you do not keep up repayments on your mortgage.