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Privacy Policy

Information we hold about you

In order to advise you properly, Cyfri Cyfyngedig must obtain certain information from you about your financial and personal circumstances.

By providing us with your personal data:

  1. You agree that the information we hold about you can be held on computer and/or paper files.
  2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to appropriate third parties for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose.

Please note:

All information sent to us via the enquiry forms on our website is processed by a secure server.



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Company address:
Cyfri Cyfyngedig, 23 College Street, Lampeter, Ceredigion, SA48 7DY
T: 01570 423 823
F: 08709 223 296

Email: post@cyfri.co.uk

Registration address as company address
Registration number: 03925755
Registered in: Wales

For Investment Planning we make recommendations based upon the Whole of Market.

The levels, bases and reliefs of taxation are subject to change.

The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.

Cyfri Cyfyngedig is authorised and regulated by the Financial Services Authority and is entered on the FSA register under reference 539742.

Telephone: 01570 423 823 | post@cyfri.co.uk

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