Data Protection


Who are we?

We are Bartlett Group (Holdings) Limited (company registration number 00945137) and subsidiary companies (referred to as “Bartlett”, “we”, “us” or “our”). Our address is Broadway Hall, Horsforth, Leeds, LS18 4RS). We are the providers of the following websites:,,,, We are registered as a Data Controller with the Information Commissioner’s Office withregistration numbers Z8268752 & Z826877X for Bartlett and Company Limited and Bartlett Wealth Management Limited respectively.

We are committed to protecting and respecting your privacy. This Policy explains when and why we collect personal information, how we use it, the conditions under which we may disclose it to others and how we keep it secure.

We will process your personal information on the basis of “Legitimate Interests” and “Explicit Consent”(as defined by the General Data Protection Regulation).


What is Personal Data?

Personal data is information which relates to an individual and from which he or she can be identified either directly or indirectly through other data which the firm has or is likely to have in its possession. These individuals are sometimes referred to as data subjects. Personal data does not include information about companies and organisations.


How do we collect information from you?

We obtain information about you when you use our websites, contact us about products and services or engage with us to renew existing products or services. We may also collect data, with your consent via a letter of authority, from your existing product providers.

Where relevant, we also collect sensitive personal information such as details regarding your health, credit history and/or criminal convictions.

We also work with third parties including regulators and business partners. We may receive information about you from them.


How will we use the information about you?

  • We will use your personal information to administer your account and to provide the products and services you have requested from us, to provide advice to you and to complete transactions on your behalf. We analyse and assess your data in order to maintain the suitability of our advice and provide you with ongoing services.
  • We may share your information with, and obtain information about you from, credit reference agencies or fraud prevention agencies; if you apply to us for insurance or a product provider, we will pass your details to the insurer or product provider.
  • Information provided by you may be put onto a register of claims and shared with other insurers to prevent fraudulent claims.
  • Any information you give to us, including sensitive personal data such as health and medical records, may be disclosed to selected third parties for the purposes of finding the best available product for you and for processing any application you make.
  • We will disclose information held about you to insurance companies, other product providers, researchers or anyone whom we may use to process your application or enquiry on our behalf.
  • We may be required to share your information with the Financial Conduct Authority and/or fraud prevention agencies, to meet our responsibilities under the Financial Services and Markets Act 2000 and general United Kingdom law.
  • We will use your information to notify you of changes to our services which are necessary and relevant to the products you have with us along with information and communications in relation to additional products we feel may of interest.
  • We will send you marketing communications subject to appropriate consent being provided.

We will seek your views or comments on the services we provide.


Data Retention

We will retain your data in line with the Bartlett Group Data Retention policy. We have different retention periods dependant on the requirements of each business division. We can provide details of specific retentions periods relevant to your data.

Please submit all requests to


Use and storage of your information overseas

Your information may be transferred to, stored and processed outside, the European Economic Area (EEA). We will not transfer your information outside the EEA unless it is to a country which is considered to have equivalent data protection laws or where we have taken all reasonable steps to ensure the firm has suitable standards in place to protect your information.


Your Choices

Your personal information may be accessed by companies within the Bartlett Group to provide information regarding services we offer.

You have a choice about whether or not you wish to receive information from us. If you do not want to receive marketing communications from us about the work we do for other clients and information about our products and services, please ensure that your preferences are provided to your Bartlett representative.

You can change your marketing preferences at any time by contacting us by email or directly contacting the Bartlett representative who deals with your insurances:

Diane Griffiths Bartlett Group Ltd Broadway Hall Horsforth

Leeds LS18 47RS

Telephone Number: 0113 258 5711


Your Rights

You have the right to request deletion of information where:

  • Personal data is no longer necessary in relation to the purpose for which it was originally collected and processed.
  • You are withdrawing your specific consent.
  • You object to the processing of the data and there is no overriding legitimate interest for continuing the processing.
  • The personal data was unlawfully processed.
  • The personal data has to be erased in order to comply with a legal obligation.


The request to delete your personal data can be refused; should this situation arise we will provide you with the specific rationale to support the decision.

You have the right to restrict processing of personal data under the following circumstances:

  • If there is any discrepancy in respect of your personal data, we will restrict the processing until we have verified the accuracy.
  • If there is any individual objection to the processing of personal data if data processing isn’t being carried out for the original purpose(s) for which it was collected.
  • If we no longer need the personal data but you require the data to establish, exercise or defend a legal claim.


Access to your information and correction

You have the right to access information we hold about you. You can request a copy of these records by contacting our Head Office.

If any of the information we hold is incomplete or inaccurate, please tell us and we will correct it.

Contact details are as follows:

Bartlett Group Ltd
Broadway Hall
LS18 4RS

Telephone Number: 0113 258 5711


We will endeavour to provide you with requested information within 1 month. We can impose a charge for this information if the request is manifestly unfounded or excessive. If we do refuse a request, we will advise you accordingly within 1 month.

If this eventuality did arise you have the right to complain. Please refer to our complaints procedure within the website for details.

In addition, without prejudice you have the right to lodge a complaint direct to the Information Commissioner’s Office if you have any concerns in relation to our information rights practices. The details are listed below for your information:

ICO Helpline: 0303 123 1113


Our liability to you

Security precautions are in place to protect the loss, misuse or alteration of your information.

When you provide us with personal information, we take steps to ensure that it’s treated securely. Any sensitive information such as credit or debit card details are encrypted to ensure its protection.

Non-sensitive details (your email address etc.) are transmitted normally over the Internet, and this can never be guaranteed to be 100% secure. As a result, whilst we strive to protect your personal information, we cannot guarantee the security of any information you transmit to us, and you do so at your own risk. Once we receive your information, we make our best effort to ensure its security on our systems.


Changes to our Privacy Policy

We may change this Policy from time to time so please check our website occasionally to ensure that you’re happy with any changes.

This Policy was last updated in May 2018.


Third Party Links

Our website may contain links to other websites run by other organisations. This Privacy Policy applies only to our website‚ so we encourage you to read the privacy statements on any other websites you visit. We cannot be responsible for the privacy policies and practices of other sites even if you access them using links from our website.

We do not endorse the content of any external sites and we are not responsible or liable, directly or indirectly, for any loss however caused to you by your use of any external site.



The information on our website is for residents of the UK only. These Terms shall be governed by and construed in accordance with English law and the English courts shall have jurisdiction over any disputes between us.


Contact Us

Any questions regarding this Policy and our privacy practices should be sent by email to or alternatively please contact at:

Bartlett Group Ltd
Broadway Hall
LS18 4RS

0845 605 4155

© Bartlett & Company Ltd – April 2018 – Version 3.0

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