Trēowe Wealth Advisers and The Wealth Coach is a trading name of Murray Round Wealth Management Limited and is dedicated to the fundamental values of honesty, integrity and confidentiality in all of our relationships. Maintaining our clients’ trust is a cornerstone of our success. We actively seek to protect the privacy and confidentiality of our client relationships. Whist obtaining accurate and timely information about our clients is critical to our ability to deliver the highest level of customer service, we also recognise the importance of protecting personal information. We will safeguard any personal information acquired by us in connection with your use of this Web site where applicable and by upholding the privacy principles:
We will not use or distribute your personal information in any other way without notifying you in advance, via the provision of supplemental privacy policies and statements or otherwise, and giving you an adequate opportunity and means to respond.
We will not sell your personal information.
We may disclose information in order to cooperate with legal authorities or to protect our rights and interests.
We may, when and to the extent appropriate, disclose your personal information to law enforcement or regulatory authorities.
We may also disclose your personal information as necessary to perform credit checks, enforce our legal rights, collect debts or otherwise protect our interests and property.
Murray Round Wealth Management Limited are registered under the Data Protection Act. Some client information will be held on our computer and access will be restricted to the company’s personnel, being used only for the purpose of advising and updating you on products/services available. This information will be kept in the strictest confidence.
If you require help or more information about our services, you can reach us using the appropriate method below.
Head Office: 2 Claremont Bank Shrewsbury Shropshire SY1 1RW
Telephone: (01743) 248108 International: 44 1743 248108