Privacy/Cookies Policy

Privacy/Cookies Policy

We are committed to protecting the privacy of visitors to our website and we ask that you please read our Privacy Policy before providing us with any information about you or any other person.

This policy notice explains how we use any personal information we collect about you. 

How we use your personal information 

We collect information about you and your family during our meetings with you. We will also collect data about you and your family from other people. The information will relate to your personal and financial circumstances and it may also include special categories of personal data such as data about your health, if this is necessary to fulfil a service you require. We collect the data through note-taking and completion of questionnaires about you and your family’s circumstances. 
To fulfil our obligations, we may make checks with credit rating agencies to authenticate and verify your identity and credit status.
We also make checks with organisations with whom you have policies of insurance and investments and with your mortgage provider. These checks are to help us with our legal obligations and to ensure that we provide you with advice that is appropriate to your circumstances and objectives. The scope and extent of the gathering of information from third parties depends on what type of service you are receiving from us.
Information relating to how you use our website is collected using cookies.    

Why do we need your personal data? 

Primarily, the legal basis we use your data and data about your family’s circumstances is to provide advice to you and complete transactions on your behalf. We analyse and assess your data to maintain and develop our relationship with you. Without collecting your personal data, we would be unable to fulfil our legal and regulatory obligations.
Where special category data is required we’ll obtain your explicit consent to collect and process this information.

Sharing your information.  

Depending on the instructions we receive from you, we may pass your data to other professional advisers to enable us to provide the advice most appropriate to your circumstances and objectives. Usually, this would be referrals to local accountants, solicitors, tax advisers, product and platform providers. We will pass your data to organisations when you agree to purchase or amend policies and products.
We may be required to share your data with our regulator and other third parties including our auditors or insurers and product providers that we use to arrange financial products for you.
Where third parties are involved in processing your data we’ll have a contract in place with them to ensure that the nature and purpose of the processing is clear.
We will not share your information with other companies for marketing purposes.

Your right to a copy of your personal data. 

Under the General Data Protection Act You have a right to obtain a copy of the personal information that we hold about you. If you would like a copy of your information email or write using the contact details noted below.

If you believe that any of your information held is incorrect or incomplete, you should contact the Data Protection Officer at our usual address. Any information that is found to be incorrect or incomplete will be amended promptly.

Retention & erasure of your data 

We collect informatio

We will retain your data according to the statutory requirements for regulated products.  For instance, if you are given specialist pension advice, the data will be retained indefinitely. We also reserve the right to retain data for longer than the statutory requirement due to the possibility that it may be required to defend a future claim against us.
You have the right to ask us to erase your personal data. We will comply with this request, however if there is a legitimate and permissible reason why we cannot do this we will explain why.


We use cookies to track visitor use of the website and to collect anonymous data reports on website activity.

For further information on cookies visit

Your right to complain 

If for any reason you are not satisfied with our response or have concerns about how we treat your privacy or data, you can complain to the supervisory authority for data protection. In the UK this is;
Information Commissioner's Office
Wycliffe House
Water Lane
0303 123 1113

How to contact us

If you have any queries about our privacy policy or information we hold about you, please email

Or write to us at:

Data Protection Officer
Central Investment Services (Scotland) Ltd
33 Albyn Place
AB10 1YL

Central Investment Services (Scotland) Ltd is Authorised and Regulated by the Financial Conduct Authority. Registered in Scotland No SCO54118. Registered Address: 33 Albyn Place, Aberdeen AB10 1YL

We are entered on the Financial Conduct Authority Register No 114793 at  The Financial Conduct Authority does not regulate taxation and trust advice and some aspects of employee benefits.

Terms & Conditions | Privacy Policy

📞 +44 (0) 1224 657000