Customer Privacy


At Greentree Financial Planning Ltd we respect your privacy and the confidentiality of your personal information.


Who are we?

Greentree Financial Planning Ltd is a mortgage broker offering advice on mortgage, life insurance, life and critical illness, Income protection and Buildings and contents insurance. We are an appointed representative of Intrinsic Mortgage Planning Ltd. who are part of the Old Mutual Wealth Group.

Find out more

Our Group Privacy Notice holds further information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to contact us if you have any questions.

You can also write to:

The Office of Data Protection,
Intrinsic Financial Services Group
Wiltshire Court
Farnsby Street,

What data do we collect and why?

We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice we need to collect sensitive information, such as information about your health. To do this, we will ask for your consent.

We will always keep your data safe and secure, and where we share your data with other businesses to fulfil the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.