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

Who are we?
Southcote Financial Limited is an appointed representative of Quilter Financial Services Limited {and Quilter Mortgage Planning Limited} who is part of the Quilter Group of companies.
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
Our Privacy Notice holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to 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

Southcote Financial Limited (“Southcote, us, we”) provides this Privacy Policy to help you understand how Southcote collects and uses the Personal Information and Non-Personal Information you submit to or which is collected by us via Southcote’s website at (the “Site”). “You” means an individual who accesses or uses the Site.

This Statement only Governs the collection, storage, use and disclosure of information collected through the Site. It does not apply to information collected by Southcote in other ways (for example, from third parties) or through other Southcote websites or services, and it does not modify or alter other agreements you may have, or enter later, with Southcote.

You acknowledge and agree that this Statement has the same effect as a written consent. By accessing or using the Site or providing information to Southcote through the Site, you acknowledge that you have reviewed the content of this Statement and consent to the practices described in this Statement.

Information that Southcote Collects
When you visit the Site, Southcote may collect certain Personal Information, as well as Non-Personal Information.

:: Personal Information
In this Statement, “Personal Information” means any information about an identifiable individual, as further defined under applicable laws. The Personal Information collected may include your name, birth date, address, mobile, phone, or fax number, email address, IP address, account information (such as account and online registration), online activities, and other specific personal information. In some cases, if Southcote asks you to provide Personal Information, the provision of that information will be mandatory to participate in a particular activity, service or promotion. If you do not provide this Personal Information, your participation in that activity, service or promotion may be limited or prohibited. We do not store credit card details nor do we share customer details with any 3rd parties

:: Non-Personal Information.
Southcote also collects certain “Non-Personal Information,” which means data in a form that does not include direct or indirect association with an identifiable individual, such as gender, unique device identifier, location and time zone where an Southcote product or service is used, and information about customer activities on the Site, to allow Southcote to better understand customer behavior and improve Southcote’s services, products and advertising.

Use of Information
Southcote will only use Personal Information for the purposes set out in this Statement, with your consent or as required or permitted by law. Consent may be express or implied, and given in writing, by using or not using a check-off box, electronically, orally, or by your conduct, such as by visiting the Site and by using services or products offered through the Site. Southcote processes and uses the Personal Information it collects for the following purposes: to enable the features you are using, to operate, develop and improve its web sites, business, products, services, content and advertising, to inform you of Southcote’s latest product announcements, software updates and services, to provide you with more effective customer service, to analyze Southcote’s business, products and other services, to detect fraud and abuse, and as otherwise described in the Site Terms and Conditions, and if you have an Southcote device or software product, your End User License Agreement. Also, Southcote may use your Personal Information to communicate with you; Southcote may send service communications such as welcome emails, information on technical service issues, and security announcements, as well as information about changes to our terms, conditions and policies. Southcote may also occasionally send you product surveys or promotional mailings to inform you about other products or services available from Southcote, and to fulfill promotions.

Sharing Personal Information
Except as described in this Statement or otherwise as permitted by law, Southcote’s practice is to not disclose Personal Information about you outside of Southcote and its affiliates without your consent. You hereby consent to the disclosure of your Personal Information as outlined in this Statement. Southcote may disclose the Personal Information described of this Statement to its third party service providers so they may complete transactions or perform services on Southcote’s behalf, transactions on your behalf, or transactions related to providing services to you. Southcote will use contractual agreements to protect Personal Information disclosed to third party services providers.

Southcote may disclose Personal Information in connection with (but not limited to) the following circumstances:

:: Certain Business Transfers. Southcote may disclose personal information as part of a corporate business transaction, such as a merger or acquisition, joint venture, corporate reorganization, financing, or sale of company assets (including for due diligence purposes for a proposed commercial business transaction).

:: Co-Branded Services. Some services in connection with the Site may be co-branded and offered together with another company. If you register for or use these services, both Southcote and the other company may receive your Personal Information collected in connection with the co-branded services.

:: Other Purposes. Southcote may disclose Personal Information as consented to by you from time to time, including to fulfill any other purposes that are identified when the Personal Information is collected.

Southcote will use measures as required by law to protect the security of the Personal Information transferred.

Southcote’s websites, services, interactive applications, email messages and advertisements may use “cookies” and other mechanisms such as pixel tags, cookies and web beacons. A “cookie” is a small data file that the Site transfers to your computer for storage to allow Southcote’s server to “store” or “remember” specific information. These technologies help Southcote to better understand user behaviour and use of the Site which allow Southcote to analyze trends and also to administer the Site. Southcote may use “cookies” and other tracking mechanisms to help support the integrity of registration processes on the Site and to track marketing efforts. Southcote also allows third party service providers (for example Google Analytics) to collect information to help Southcote track and aggregate individual use of the Site. Southcote treats most information collected by cookies and other technologies as Non-Personal Information. However, to the extent that any information is considered Personal Information by local law, Southcote will treat it as Personal Information. Southcote and its partners may also use cookies and other technologies to remember Personal Information when you use our Site, services and applications, in order to retain changes that you make and to improve your user experience. It may be possible to disable some cookies by modifying your browser preferences. Please refer to for further information about cookies and how to disable them.

Rules about cookies
Regulations on cookies state that website owners must gain a visitor’s consent to be tracked by cookies on their website. We wanted to help explain what cookies are, the different types, why Southcote Financial Limited uses them and how they affect your web experience. Please note that by disabling, deleting, or disallowing cookies via your browser your web experience may be affected. You will also find that the functionality of many other websites and services will be affected.

What is a cookie?
A cookie is a piece of information which a website transfers to the cookie file of the browser on your computer. The browser then saves the information and sends it back to the website server. When that browser returns to the same website the cookie will recognise the user. A cookie doesn’t tell us your email address or any other personal information. If you choose to create an eAccount registration with us at a later date, the personal information you provide will not be shared with any third party, other than as stated in our privacy policy.

A cookie will typically contain details such as the domain from which the cookie has come, a value which is usually a random unique number as an identifier and the lifetime (expiry) of the cookie.

There are 3 types of cookies used on this website:
Session Cookies: allowing us to “remember” content from page to page (these expire when you leave the website or close the browser).
Persistent Cookies: which define “Time To Live” and help us to determine your preferences (these will expire after the “Time To Live” period)
Third Party Cookies: these are cookies from any other domain, such as recommended product and advertising services.

What will a cookie do for me?
Almost every website that offers advanced features such as online ordering and custom content utilises cookies. My Southcote uses cookies to keep track of items within your shopping basket and to enable us to present you with customized content. Each website utilises unique cookies, which essentially means that the cookies used by one site cannot be used by another.

Why do Southcote Financial Limited use cookies:
Southcote Financial Limited wants to provide a good customer experience on its website and here’s an example of how cookies can allow this to happen:

Content: Show you relevant content such as product recommends depending on your browser and buyer behaviour.

Social: Helps you to share and discuss content on social networks

User Behaviour: Coremetrics analytics to track website visits and clicks for pages visited with hourly transaction volume. This allows us to see how our customers like to use our website and which pages or functions they prefer; this allows us to continually improve our service.

Third Party: Selected partner cookies which track where the users’ visit originated from. This allows us to see where your visit originated from, especially advertising on partner sites, present appropriate offers and helps prevent fraud and detect spammers.

Why do I need to know this?
Southcote Financial Limited respects customer concerns and we want you to know why we ask you to opt-in and accept cookies. We want to be clear that accepting cookies does not give us access to your computer or personal information. We value our customer relationships and feel that our customers will benefit from cookies on our website, which enhance the web experience.

Turning off / disallowing / disabling or deleting cookies in your browser:
The majority of internet browsers will provide an option to disallow cookies. You can usually find how to do this in the help menu for your browser. Cookies can also be deleted by using your internet browser, but you must disallow cookies otherwise they will be reapplied the next time you visit a website. Find out more about controlling cookies.

If you disable cookies you may find that certain sections of our website will not work. For example, you may have difficulties logging-in or adding items to your basket. We use cookies to help users get the most from our website; view our cookie policy to find out more about how we use cookies.

Your ability to control the cookies you accept depends on the type of browser you are currently using. For the best on-line experience, and for additional safety when browsing the internet, we recommend you install the latest version of whichever browser you choose to use. You can order your browser to accept all cookies or to alert you each time a cookie is offered. This way you can decide whether to accept one or not.

Internet Explorer 7.0 or 8.0
Choose Tools, then
Click Internet Options
Click then Privacy tab, and then, under Settings, move the slider to the top to block all cookies or to the bottom to allow all cookies, and then click OK.

Internet Explorer 9.0+
Choose Tools, then
Click Internet Options
Click Privacy Tab and click on the Advanced Button
Now, you can Allow or Block First-Party Cookies and Third-Party Cookies and then click OK

Choose Tools, then
Click the Privacy tab,
Use Custom settings for history
Check mark Accept cookies from sites to enable Cookies, and uncheck it to disable them
Choose how long cookies are allowed to be stored:
Keep until: they expire
Keep until: I close Firefox
Keep until: ask me every time
Click OK

Click the spanner icon on the browser toolbar
Select Options (Preferences on Mac and Linux; Settings on a Chromebook)
Click the Under the Bonnet tab
Click Content settings in the Privacy section
Click the Cookies tab in the Content Setting dialogue that appears

From the Safari menu, click Preferences
From the Security dialogue box, from Accept Cookies, click to select Always
Click Close

Communication Preferences
If you have consented to receive marketing communications, Southcote may send you emails to inform you about products, services or other marketing materials, which Southcote considers may be of interest to you, or that you have otherwise agreed to receive. You may opt-out of receiving future marketing communications from Southcote by following the instructions in the relevant communication. If you opt-out of receiving future marketing emails, Southcote may still send you service communications such as (but not limited to) support, software and security updates and product recall information.

Updates to Personal Information
You may be able to access, copy, update, and delete your Personal Information, to the extent it is not otherwise required to be retained by law, through the Site by changing registration information you provide in connection with the Site. You will be required to sign in with your user name and password. Southcote may keep records of changes to your Personal Information (including deletions). You can delete your account via an email request to Southcote. Southcote will respond to your request and stop processing your information 28 days after receiving such request.

Security of Personal Information
Southcote is committed to protecting the security of your Personal Information. Southcote and the third party service providers that provide hosting services for the Site use a variety of security technologies and administrative procedures to help protect your Personal Information from unauthorized access, use or disclosure with security measures appropriate to the sensitivity of the information.

Third Party Sites and Services
The Site may contain links to third-party websites, products and services, such as social networking sites and third parties who may offer additional products and services through the Site. The third parties use of the data they collect will be Southcoteverned by the third parties’ privacy practices. Please review these before providing any Personal Information to any third party.

How To Contact Southcote
If you have any questions, comments, or concerns about this Statement or about Southcote’s privacy practices, please contact Southcote here.