Pension Enquiry

PENSION ENQUIRY FORM

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Sensitive Personal Data

We may need to collect sensitive personal data including information about your health, ethnic origin, or criminal prosecutions from third parties such as employers and credit reference agencies, fraud prevention agencies and other similar organisations in order to provide you with the services, for example where you require advice on annuity or protection products.

If you consent to us obtaining your sensitive personal data from third parties referred to above for the purpose of providing you with the services, and sharing it with third party providers to obtain quotes on your behalf, for example where we are providing you with annuity or protection advice as part of our services, please tick this box.

Submit your Information

From time to time, we would like to contact you about our products and services which we think you might be interested in. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you.

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Yes please, I'd like to hear about offers and services.
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Please tick this box to confirm you have read and understood our privacy policy.
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Where we are

12 York Place, Knaresborough, North Yorkshire, HG5 0AA

Registered office address: 12 York Place, Knaresborough, HG5 0AA.

Registered in England and Wales under reference 4799241.

RMB Financial Management Ltd is authorised and regulated by the Financial Conduct Authority.

RMB Financial Management Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 488850.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

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