Privacy Policy

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PRIVACY STATEMENT

Your privacy is important to Glascow Consulting Ltd.  This privacy statement provides information about the personal information that Glascow Consulting Ltd collects, and the ways in which Glascow Consulting Ltd uses that personal information.

Credit

This document was created using a Contractology template available at http://www.freenetlaw.com.

 

Personal information collection

Glascow Consulting Ltd may collect and use the following kinds of personal information:

 

[information about your use of this website;]

[information that you provide using for the purpose of registering with the website ]

[information about transactions carried out over this website;]

[information that you provide for the purpose of subscribing to the website services; and]

[any other information that you send to Glascow Consulting Ltd.]

 

Using personal information

Glascow Consulting Ltd may use your personal information to:

 

[administer this website;]

[personalize the website for you;]

[enable your access to and use of the website services;]

[publish information about you on the website;]

[send to you products that you purchase;]

[supply to you services that you purchase;]

[send to you statements and invoices;]

[collect payments from you; and]

[send you marketing communications.]

Where Glascow Consulting Ltd discloses your personal information to its agents or sub-contractors for these purposes, the agent or sub-contractor in question will be obligated to use that personal information in accordance with the terms of this privacy statement.

In addition to the disclosures reasonably necessary for the purposes identified elsewhere above, Glascow Consulting Ltd may disclose your personal information to the extent that it is required to do so by law, in connection with any legal proceedings or prospective legal proceedings, and in order to establish, exercise or defend its legal rights.

Securing your data

Glascow Consulting Ltd will take reasonable technical and organisational precautions to prevent the loss, misuse or alteration of your personal information.

Glascow Consulting Ltd will store all the personal information you provide [on its secure servers].

Information relating to electronic transactions entered into via this website will be protected by encryption technology.

Cross-border data transfers

Information that Glascow Consulting Ltd collects may be stored and processed in and transferred between any of the countries in which Glascow Consulting Ltd operates to enable the use of the information in accordance with this privacy policy.

In addition, personal information that you submit for publication on the website will be published on the internet and may be available around the world.

You agree to such cross-border transfers of personal information.

Updating this statement

Glascow Consulting Ltd may update this privacy policy by posting a new version on this website.

You should check this page occasionally to ensure you are familiar with any changes.

Other websites

This website contains links to other websites.

Glascow Consulting Ltd is not responsible for the privacy policies or practices of any third party.

Contact Glascow Consulting Ltd

If you have any questions about this privacy policy or Glascow Consulting Ltd’s treatment of your personal information, please write:

by email to info@glascow.co.uk; or

by post to Glascow Consulting Ltd, The Dormers, Stembridge, TA12 6BL

ICO Reference number: ZA129485 – Glascow Consulting Ltd

What Clients Say About Us

  • Charlotte MetcalfeAssistant Investment Manager

    I was lucky enough to have Cris Glascow as my tutor for the Chartered Wealth Masters. I cannot recommend him enough, I really believe there is no other tutor like him.  His approachable and relaxed nature made the whole learning experience really enjoyable. The depth and breadth of his knowledge is truly incredible and unique. I believe this gave us the real X factor to pass. No question was too much trouble for Cris. His clear teaching style with multiple methods, wealth of experience and speed and efficiency in responding to queries really makes him stand out from the industry. Cris played a momentous part in helping me qualify and I am forever grateful to him.

  • Jonathan DilleyAssociate Investment Manager

    I had the pleasure of learning from Cris as I was studying towards my CISI Level 7 Diploma in Wealth Management. Whilst studying with Cris I was continually impressed by his depth of knowledge, his wealth of experience as well as his ability to teach and encourage everyone on his courses. He adapts his tuition and material to the groups strengths and weaknesses which I feel is crucial when undertaking such qualifications that require a depth of understanding beyond that which most candidates would possess when begging the qualification.

    I would give Cris and Glascow consulting my highest recommendation, I not only completed my qualification in a timely manner but also learned gleaned valuable skills from Cris that without his tutelage I certainly wouldn’t possess today.

  • Kevin Bray, FPFSFinancial Planning Director

    Having recruited two trainee advisers for the company I wanted to be sure they were given the best possible training for their level 4  qualification. The decision was taken to find the budget to bring in someone who could help them get through this first time. I had concerns that a centrally organised workshop may not be the answer from previous experience as larger groups are not always effective for every individuals learning style it also meant I could not dovetail the training with their work commitments. I needed something bespoke and I needed the right trainer with the right attitude. 

    I ascertained that Cris Glascow came with CISI approval so that satisfied my due diligence. I made contact with him and found him to have a flexible attitude and a professional approach. We agreed that he deliver bespoke training events for my trainees as part of their exam preparations. 

    I never had any doubt in the fact they would pass all elements required first time with the expert help of Cris. They are now level 4 qualified with an embedded knowledge of financial services which they could not have gained from just reading the workbook.

    I was sufficiently impressed with Cris that I subsequently asked him to train myself and a newly hired Senior Adviser colleague in the new CISI Pension Transfer & Planning Advice exam. This presented a fresh challenge as it was a new exam and he had to teach us in a subject neither of us had experience in ( DB Pension Transfers) With his help we both passed this exam at the first time of asking which just goes to show " you can teach old dogs new tricks!

    Cris Glascow is an excellent financial services trainer. He has had a 100% success rate with our team and I cannot recommend him highly enough.

  • Victoria YungPerformance Measurement

    Cris Glascow was my tutor when studying for the CISI Level 7, Chartered Wealth Manager qualification, which I achieved in 2014. Cris was a brilliant tutor, not only did he cover relevant topics but he explained them in a very clear and concise manner. One of the most valuable parts of the support were the mock exams provided. They were set at the appropriate level, they were marked quickly and relevant feedback was provided. To have a well prepared, approachable and knowledgeable tutor is so important when studying for the CISI exams especially at higher levels and as such I would strongly recommend Cris as a tutor to anyone studying for CISI qualifications. He is an excellent tutor.

  • Robert ClarkeInvestment Advisor

    I am very grateful to Cris for helping me with my studies for the Applied Wealth Management CISI exam. Cris is an expert in all areas of course material and I have no doubt in recommending him to anyone looking to pursue financial qualifications.

    Cris was also very approachable outside of teaching hours which showed his genuine passion for teaching.

  • Samuel TaylorAssistant Investment Manager

    Cris tutored me through the CISI Wealth Management program and under his guidance I passed all three modules on first attempt. His advice and tutoring were invaluable, and he made himself available to answer questions and help out at all times of day. His customised questions and detailed answers were particularly useful. Thanks Cris, I'm sure I couldn't have done it without you

  • Matt DickinsonInvestment Manager

    Cris stands out as someone that genuinely understands both the content of his training material and the individual needs of those taking the course. His training sessions are well paced and flow naturally between topics, with sufficient time reserved for open conversations and individual questions. Cris succeeds in creating an engaging learning environment which is supported by an impressive pass rate. I would happily recommend him to anyone and will certainly be working with him again.

  • Neil WinkworthSenior Manager 

    I was fortunate enough to have Cris deliver training to me for a number of CFP modules to me at a big 4 consultancy. Cris was fantastic from start to finish - most notably he knows his subject matter inside-out, delivers this knowledge and responds to questions in a logical and methodical manner - breaking complex concepts down into manageable chunks - and with a sense of humour. I highly recommend Cris to anyone considering training within his fields of expertise.

  • Katherine TaskerInvestment Manager

    I had the pleasure of being taught by Cris for my Chartered Wealth Manager Qualification. Cris is enthusiastic, incredibly knowledgeable on his subject matters and teaches in a way that is easily understood. He is incredibly supportive, not only whilst in the training session but also by responding to questions on the material in personal study time. I felt well prepared for each of the exams I sat having been taught by Cris. Cris’ achievement record speaks for itself and I would be happy to recommend him to anyone who is looking for an excellent trainer for financial services exams

  • Sebastian TaylorInvestment Adviser

    I was fortunate enough to be taught by Cris for the revision course for Portfolio Construction Theory and the Applied Management course. His level of knowledge was second to none and I found his teaching methods to be very clear and easy to understand. Any questions I had out of class were answered very thoroughly and timely, even late at night and also on the weekends. I have no doubt that my pass success was attributable to Cris. I would definitely recommend him to anyone looking to study towards a financial exam.

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