Privacy Policy

Who we are

Vista Private Office is a private-client introduction and marketing service. We help individuals connect with regulated financial advisers based on the nature of their enquiry. We do not provide financial advice, investment management or personal recommendations.

Vista Private Office is the controller of the personal information you give us through this website. You can contact us at [CONTACT EMAIL].

What we collect

When you make an enquiry we collect:

• your name, email address and mobile number;
• your answers to our questions, such as your age band, roughly how many pensions you have, an approximate value range and what you would like help with;
• a record of the consent you gave, including the exact wording shown and when you agreed;
• technical and campaign information, such as your IP address, browser type and the advert or link that brought you to us.

We never ask for pension account numbers, policy numbers, login details, bank details or your National Insurance number.

Who we share your information with

If you ask to be introduced, we share your enquiry and contact details with one of our regulated financial adviser partners so they can contact you by telephone and email about your enquiry. We only share your information with the partner responsible for your enquiry.

Our current adviser partners are:

• JMS Wealth Management (privacy policy)

Once your details are passed to a partner, that partner is responsible for how it uses your information and will give you its own privacy information.

We also use service providers to host our website and store data securely. We do not sell your information to anyone else, and we do not send your financial answers to advertising platforms.

Why we use your information

• to handle your enquiry and introduce you to an adviser partner, based on your consent;
• to keep a record of your consent and our introductions, to meet our legal obligations;
• to measure and improve our advertising, based on our legitimate interests;

How long we keep it

We keep enquiry and consent records for [RETENTION PERIOD] so we can show what you agreed to and deal with any questions or complaints. We then delete or anonymise them.

Your rights

You can ask to see, correct or delete your information, object to how we use it, or withdraw your consent at any time by contacting [CONTACT EMAIL]. If you are unhappy with how we handle your information, you can complain to the Information Commissioner's Office at ico.org.uk.