Privacy Policy

For details of our firm and how to contact us please refer to our website footer.

Proactive Wealth Planning, is an Appointed Representative of Sandringham Financial Partners Ltd (“Sandringham”), a wholly-owned subsidiary of M&G plc. Proactive Wealth Planning processes your personal data as an independent controller, including when sharing such data with Sandringham – any questions about this can be directed to louise@proactivewealthplanning.co.uk, and Sandringham’s privacy notice can be found here.

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