Privacy & Cookies

Security of Personal Data

Courtiers Investment Services Limited (Courtiers) is committed to protecting your personal and financial data. We recognise that the lawful and correct treatment of such data is very important and would like to assure customers of the security, privacy and confidentiality expected from a leading financial services institution.

The use of your personal information is covered by the registration of Courtiers under the Data Protection Act (DPA) 1998. The personal information you supply will be held on a database and may be shared with and used by any company within Courtiers in the U.K. and internationally who are obliged by law or agreement to comply with the principles set out in the DPA. Under the Act you have the right to obtain a copy of the information held about you for which you may be charged a fee. You hereby agree that we may use, disclose and transfer this personal data as described herein. If you do not wish for your details to be used in the above manner and/or if you do not wish to receive information about our products and services, at the point at which we collect data you will have been given the opportunity to say so. If you subsequently decide you no longer wish to receive marketing approaches please write to Courtiers Investment Services Limited, 18 Hart Street, Henley on Thames, Oxon. RG9 2AU.

We do not collect any personal information from anyone who is merely visiting or browsing our website. We will collect and maintain personal information when online forms are completed (such as online surveys) or when you send us an email. The information you provide can identify you individually and includes items such as your name, postal address, email address and account number (where applicable) and is used to send requested information and respond to enquiries made. Such data may be held by Courtiers and used for administration and analysis purposes. It may also be used to develop our relationship and provide you with additional information about products and services provided by Courtiers. Personal information will also be stored when required to meet legal and regulatory guidelines and to provide us with a record of communication between ourselves. As of 3rd January 2018, legal and regulatory guidelines require us to record all telephone calls facilitated by Courtiers’ Telephony Infrastructure System (inbound and outbound), as part of MiFID II, implemented by the European Commission.

Third Party relationships

Courtiers does not transmit any personal information collected through its website to any third party marketers. However, areas of our website may contain links to other websites that may be of interest to our customers. Once the visitor leaves the website, Courtiers does not receive any further information about them and does not have any control over the content or privacy policies of these sites.

Visitors having specific questions regarding any information they have sent to Courtiers through the website should send an email to

Cookies Statement

For the same reason, we may obtain information about your general internet usage by using a cookie file which is stored on the hard drive of your computer. Cookies contain information that is transferred to your computer's hard drive. They help us to improve the Site and to deliver a better and more personalised service. Some of the cookies we use are essential for the site to operate. They enable us:

  • to estimate our audience size and usage pattern;
  • to store information about your preferences, and so allow us to customise the Site according to aggregate preferences;
  • to speed up your searches; and
  • to recognise you when you return to the Site.

The main cookies that we use provide us with valuable data about our website. These are from Google Analytics and are completely anonymous, telling us information such as how many people have visited our website and which pages are the most popular. This allows us to ensure that our website is doing its job and make improvements to help you use the site. This information is really useful to us, but if you would like to opt out, you can do so at

Our website is built using technology by Adobe and this also uses cookies that help the site to work better for you and monitors the pages that you visit. Again, this is completely anonymous and is stored on your computer for a very short period of time.

We also link to other websites such as Twitter, You Tube, Facebook and Linkedin. We’re pretty sure that they use the same kind of cookies but as these sites are not controlled by us, we can not guarantee the cookies that they are using and suggest that you read their privacy policies to be absolutely sure.

We really hope that this is ok, but if you are really unhappy with cookies being used, the best way round this is to turn it off in your browser settings so that they are not used on any website. To do this, you can go to your privacy settings in either Tools or Options depending on your browser.

If you want to clean out all tracking cookies from all your Web sites, here are links where you can download three programs that can clean out tracking cookies:

How can we help you?

To discuss your personal wealth ambitions in confidence, call our Head Office on
+44 (0) 1491 578 368 or select an option below:

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