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Terms of Use and Privacy Notice

Any reference to “we”, “our” or “us” in this statement means Rowanmoor. Rowanmoor is a trading name of the Rowanmoor Group Limited, registration number 13526862.

Corporate information

Rowanmoor is a non-trading company.

Jurisdiction for use

This website is intended for use only by those who can access it from within the UK.

Governing law

This site is governed by the laws of the country of the UK within which you reside and any dispute or action arising out of this site shall be determined in accordance with such laws.

Intellectual Property Rights

‘Intellectual Property Rights’ mean any patents, copyright, database rights, design rights, registered designs, trade marks or service marks, trade names or know how (whether registered or not) and all rights or forms of protection of a similar nature existing anywhere in the world.

All Intellectual Property Rights on our sites are owned by or licensed to Rowanmoor, and may not be reproduced or copied except as set out below.

Copyright and trademark

The contents of our sites are © Rowanmoor. The reproduction of any material present on this site is prohibited.

The material on our websites may not be posted to bulletin boards, newsgroups or related sites.

Rowanmoor and its logos are registered trademarks and protected by Copyright. Please contact us at Rowanmoor Group Limited, Rowanmoor House, 46-50 Castle Street, Salisbury, SP1 3TS for approval to publish any references to Rowanmoor.

Hypertext links

Certain hypertext links on this website may lead you to websites not under the control of Rowanmoor. When you click through you are likely to leave the Rowanmoor website. These links are provided solely for your convenience and do not represent any endorsement or recommendation by Rowanmoor.

Rowanmoor accepts no responsibility or liability for the contents of any website to which a hypertext link exists and gives no representation or warranty as to the information on such websites. Rowanmoor accepts no responsibility or liability for any loss arising from any contract entered into with any website to which a hypertext link exists.

Please note that clicking through to an external site and the Rowanmoor website, is at your own risk and Rowanmoor is not responsible for the privacy practices adopted by external sites.

No links may be created to our sites without the express prior written consent of Rowanmoor.


Rowanmoor excludes all liability whatsoever for any loss or damage howsoever arising to the full extent lawfully permitted, as a result of the use of our websites or reliance on any of their contents. Loss includes all losses, claims, liabilities, costs expenses (including legal fees) and damages of any sort whatsoever and whether or not reasonably foreseeable or avoidable. We also exclude all liability for any loss or damage resulting from any attack on our systems by a third party, or for any computer virus, or other malicious or technologically harmful material that may cause your computer equipment, computer programs, data or other proprietary material to be infected due to your use of our sites.

General Disclaimers

This website is not, and should not be construed as, an offer to sell or invitation to buy, or the solicitation of any offer to buy any investments, securities or other products or services. The information and opinions provided are for guidance only and are not intended as investment, tax, legal or accounting advice to you. The information and opinions should not be relied on as authoritative or definitive and whilst they have been compiled in good faith, there is no representation or warranty, express or implied, as to their accuracy or completeness. They should not be used as the basis of any decision nor as a recommendation of the products and services referred to on this website, nor their suitability. Use of our website cannot be a substitute for taking your own advice about your particular circumstances.

Rowanmoor does not guarantee the availability of its sites. The sites may be temporarily unavailable, or restricted in terms of content and access. Rowanmoor will not be liable for any loss or damage arising from or in connection with the loss of availability of all or part of any site. Rowanmoor accepts no liability for any loss that may arise if the products or services advertised within its websites become unavailable.

Our Privacy Notice, below, sets out the terms on which we process any personal data we collect from you, or that you provide to us. By using our site, you consent to such processing and you warrant that all data provided by you is accurate.

Privacy Notice

This Privacy Notice applies to customers of Rowanmoor Group Limited, also known as Rowanmoor. This details how we will collect and process the personal data that we hold about you and your rights under UK Data Protection legislation and regulation in respect of the data held.

Rowanmoor Group Limited will be the Data Controller as defined under UK Data Protection legislation and regulations.

The lawful basis and purpose for the processing of your data

We will only process your personal data where we have a legal basis for doing so. This includes:

  • Where you have provided positive consent to us
  • Where processing is necessary for the performance of a contract between you and us or to take steps to enter into a contract;
  • Where processing is necessary for compliance with a legal or regulatory obligation
  • Where we have a legitimate interest upon which the data may be processed. Any decision to process data on the basis of legitimate interest will be made on a case-by-case basis and in line with the guidance set out in UK Data Protection legislation.

The information that we collect

We will collect personal data from you at the outset of your relationship with us, from your application as well as from other third parties such as your financial adviser and any providers that are transferring money or assets to us on your instruction. We will also collect personal data from you and other third parties you instruct on your behalf throughout the course of your relationship with us. This personal data includes:

  • Contact information such as name and address, telephone numbers and email addresses
  • Information from your contact with us, voice recordings from telephone calls, letters and emails.
  • Socio-demographic information; age, employment status, profession, earnings, gender, other sources of wealth
  • Family circumstances information; marital status, beneficiary information
  • Transactional information; account transactions, access to our online client portals
  • Legal; national identifiers, copy documents relating to your identity, nationality and citizenship such as birth certificate, passport, proof of address documents, marriage certificates.

Sharing your personal data

We may disclose your personal data to other companies within the Rowanmoor Group of companies and third parties which provide services in connection with the administration of your account.

We may also share your personal information for legitimate business reasons or as may be required by applicable law and regulations.

We may disclose your personal information to a credit reference agency in order to verify your details both during the application process and the ongoing administration of your account. This information will be used to prevent fraud and money laundering and to check your identity. Any checks performed may be recorded on your credit history.

We will disclose your personal information to any governmental, legal or regulatory body if required to do so by applicable law and regulation.

We may need to disclose sensitive personal data about you to third parties, such as a regulator.

We may need to transfer your personal data to another country, in which case we will ensure that your personal data is afforded the same level of protection as is required under UK Data Protection legislation and regulations prior to sending your personal data.

We will otherwise keep your personal information confidential and never use it for any other purpose or pass your details to any third parties without your consent.

Retention of your personal data

We will retain your personal data for no longer than is necessary to provide the services under the Terms and Conditions applicable to the account and to meet any legal or regulatory obligations that may apply.

Your Data Protection Rights

You have a number of rights under the Data Protection laws, including:

  1. the right to request a copy of the personal information we hold on you. When you request this information, this is known as making a Subject Access Request (SAR). In most cases, this will be free of charge, however in some limited circumstances, for example, repeated requests for further copies, we may apply an administration fee;
  2. the right to have personal information we hold about you transferred securely to another service provider in electronic form;
  3. the right to have any inaccurate personal information corrected;
  4. the right to have any out-of-date personal information deleted once there is no business need or legal requirement for us to hold it;
  5. the right to object or restrict some processing, in limited circumstances and only when we do not have legitimate grounds for processing your personal information; and
  6. the right to object to your personal information being used to send you marketing material. We will only send you marketing material where you’ve given us your consent to do so. You can remove your consent at any time.

Important Information

If you have any questions regarding how we use the data that we collect please contact:

The Data Protection Officer
Rowanmoor Group Limited
Rowanmoor House
46 – 50 Castle Street

If you are not satisfied with any aspect of how we have managed your data you have the right to complain to the Information Commissioners Office. For further details of your rights under the UK’s data protection legislation and regulation please contact the Information Commissioner’s Office at

By signing our product application form, you consent to the use of your Personal Information for the purposes and on the terms set out above. You have the right to withdraw consent at any time.


Questions, comments and requests regarding this Privacy Notice are welcomed and should be addressed to The Data Protection Officer, Rowanmoor, Rowanmoor House, 46 – 50 Castle Street, Salisbury SP1 3TS.


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Phone calls

To help us improve our service, we may record or monitor incoming and outgoing phone calls. Calls will be charged at normal rates.