+44 (0) 20 3301 1300 info@hearthstone.co.uk

Legal and Privacy Policy

Legal and Privacy Policy


Important information

This website is intended for the use of Financial Advisers, their clients, associated businesses and trade bodies.
The information provided on this site is subject to change and any information used should be considered as 'for information only' unless validated by a relevant Hearthstone employee.
Information downloaded from this site is subject to change and documents should be validated on a regular basis to ensure they are the current and correct versions.
Before publishing a link to this site you must obtain permission from Hearthstone.
Nothing in these pages can be deemed to constitute advice - either financial or professional


All statements with respect to taxation on this website are Hearthstone's understanding of current taxation legislation. The rules governing Taxation are subject to review and can change. Tax will depend on individual circumstances.


Legal & Privacy

Hearthstone has provided this privacy statement to explain the collection and use of information captured on the website. Please read this privacy statement carefully as once you use the Hearthstone website you will be deemed to have read and accepted this statement


1. Who we are

Hearthstone Investments PLC is the parent company of the Hearthstone Investments Group. Regulated business is carried out by Hearthstone Asset Management Limited. Hearthstone Asset Management Limited is an appointed representative of Thesis Asset Management Limited which is authorised and regulated by the Financial Conduct Authority (114354).
Hearthstone Investments PLC is registered in England (06379066), and registered with the Information Commissioner (PZ1070904).
Registered office: c/o Bridgehouse Company Secretaries, 1-2 Faulkners Alley, Cowcross Street, London EC1N 6DD


2. Copyright and Trade Marks

Unless otherwise stated all rights in any information which appears on this site (including the screen displays, the content, the text, graphics and look and feel of the site) belong to Hearthstone.
Unless specifically prohibited by a notice published on any page of this site, you may print a copy of the pages for your own personal non-commercial use, provided that any copy has attached to it the relevant proprietary notices and disclaimers. Except as outlined above you agree not to download, copy, reproduce, modify, store, archive, show in public, redistribute or commercially exploit in any way any part of the content without prior written permission. You agree not to use any material from this site for any illegal or improper purpose

3. Residence

The pages of this website are prepared and issued in the United Kingdom and are intended for the information and use of United Kingdom residents only. English Law governs this statement and your use of this site.


4. Liability

The information contained within this website does not constitute financial, professional or investment advice. Neither the information nor any opinion expressed on this site is an offer to provide any product.
Whilst we have taken every reasonable care in the preparation of the content of this website we do not accept any liability for any error or emission. Nor do we accept any liability for any errors in data transmission, machine, software or operating error or any other cause. Nor do we make any representations as to the availability, suitability, reliability or otherwise of this website or do we accept any liability for any loss whatsoever arising out of your use of this website.
This website may contain material provided by third parties and links to other websites. These links and material are provided for general information purposes only and the sites concerned are not endorsed or promoted by us in any way. We do not accept liability in relation to any materials on websites that our not under our direct control.


5. What information we collect and how?

The information that we collect via this website includes details that you submit such as your name, company, address, email and other similar information.


6. Care of your information

Information which you provide to Hearthstone will only be used to provide you with requested information.
We undertake that we will have in place a level of security appropriate to the nature of the data and the harm that might result from a breach of security. We further undertake that we will:
Not hold information about you which is excessive in relation to the purpose(s) for which it is used.
Use only the very latest data provided by you - to help us do this, please keep us informed if any of your details change.
Not keep information for any purpose longer than is necessary.
Process your information in accordance with your rights under the Data Protection Act.


7. Your rights

You have certain rights under the Data Protection Act in relation to the information that we hold about you.
Access to personal data - You may request by writing to our registered office, details of the information that we hold about you and the purpose for which it is held. Provision of such information will be subject to a charge, currently £10. Your request will be met within 40 days of receiving the request and fee.
If you wish to know more about your rights in respect of protection of personal data, please contact:
Information Commissioner's Office
Wycliffe House
Water Lane
Tel: +44 (0) 1625 545700

8. Use of cookies

Cookies are small text files that are placed on your computer by websites that you visit. They are widely used in order to make websites work, or work more efficiently, as well as to provide information to the owners of the site.
These cookies are used to collect information about how visitors use our site. We use the information to compile reports and to help us improve the site. The cookies collect information in an anonymous form, including the number of visitors to the site, where vistors have come to the site from and the pages they visited.
Most web browsers allow some control of most cookies through the browser settings. To find out more about cookies, including how to see what cookies have been set and how to manage and delete them, visit www.allaboutcookies.org.
To opt out of being tracked by Google Analytics across all websites visit http://tools.google.com/dlpage/gaoptout.
You can read more about our use of cookies here.


9. Changes to our Privacy Policy

This Privacy Policy was updated on 13th June, 2012. We reserve the right to change this policy at any time. We will ensure that any changes to the Privacy Policy are added to the Policy available on our website on their effective date.

Register for updates

If you would like to receive updates regarding Hearthstone Investments, or to receive our newsletter, please provide your details and particular area of interest below.

Terms and conditions