Contact us

Please fill out the contact form below or contact us via telephone. Before submitting this form, please read our client privacy notice on the About Us Page of our website.

Umbrella Financial Services.
2nd Floor, 3 College Place
SO15 2FB
Tel: 02381 780484

Information about you (including sensitive data as defined in the Data Protection Act 1998) will be put onto the Umbrella database and held, processed, disclosed and used by us, or our group of companies and third party product providers in servicing our/their relationship with you, including administration, marketing, identity or credit verification and money laundering checks. By submitting your details you agree to the storage use and disclosure. We can confirm that your client information is NOT used for marketing purposes.

Unless you notify us otherwise you agree that Umbrella, its group of companies and third party product providers may use and analyse your data, including the nature of your transactions to give you information by post, telephone, fax or email about our/their products and services and those of selected third parties which maybe of interest to you. If you do not wish to be contacted for marketing purposes please contact us.

By contacting us via our website you consent to our processing your sensitive personal data for the above purpose. You have a right to ask for a copy of your information and to correct any inaccurcies. To make sure we follow your instructions correctly and to improve our service to you through training of our staff, we may record telephone calls. When you give us information, you confirm that you have appointed us to act for you, to consent to the processing of your personal data, including sensitive personal data and to the transfer of your information and to receive on your behalf any data protection notice.