|
jonathanfry plc operate from a head office in Richmond, North Yorkshire and offices in London.
Letters should be directed to our head office: Gallowfields House, Fairfield Way, Richmond, North Yorkshire, DL10 4TB.
If you would like details of our services and the basis of our charges please complete the contact form below.
Please note that:
-
Our Dynamic Cash Management service is appropriate for clients who expect to have over £250,000 in National Savings, bank or building society accounts over the next year
-
Our Financial Planning service is appropriate to clients with investable assets in excess of £1,000,000
-
Our Family Office service is appropriate to clients with total assets in excess of £5 million
|
|
Data Protection
Information obtained from clients may be stored in our record keeping systems and be used to advise clients about new investment opportunities from time to time. Personal data will not be released to third parties without your specific consent, except to group companies and in connection with compliance, regulation or in accordance with the due process of law or in connection with investment products entered into or about to be entered into by you. The provision of any information on this form means that the client has provided explicit permission to process that information under the terms of the Data Protection Act 1998.
For any issues pertaining to our website, please direct all enquiries to our webmaster
|