Privacy Policy
Clarke Robinson & Co Ltd – Privacy Policy
At Clarke Robinson & Co Ltd we take your privacy seriously. This policy explains in clear terms how we use and look after the personal information you give us.
Who we are
Clarke Robinson & Co Ltd is a Pension Specialist Adviser firm based in Portishead Bistol. We are the “data controller” for the purposes of data protection law.
What information we collect
We may collect personal information about you when you:
Contact us through our website, by phone, post or email
Become a client and provide details for us to give you pension guidance
Provide us with documents or information needed for researching your pensions
This may include your name, contact details, financial details, and any other information relevant to your pension planning.
How we use your information
We only use your information for purposes that are necessary to:
Provide you with pension guidance and services
Communicate with you about your enquiry or ongoing advice relationship
Who we share information with
We do not sell or share your information for marketing.
How long we keep information
We keep your information only for as long as it is necessary to:
Provide our services to you
Your rights
You have rights over your personal information, including the right to access it and to raise concerns if you are unhappy with how it is handled.
Contact us
If you have any questions about this privacy policy or how your data is used, please write to us at:
Clarke Robinson & Co Ltd
Adcroft House
15 Roath Road
Portishead
Bristol
BS20 6AW
Page last updated: 21 August 2025