Tel: 01702 987740

Financial Planning Advice

Privacy Statement

Introduction

This notice provides you with information concerning our collection and use of personal data. If you believe you have any queries regarding this statement, please do not hesitate to contact us.




Information held about you

We are committed to protecting your privacy: we will not pass on any of your details, email addresses etc. to third parties without your consent.

Any information you provide us with is subject to the Data Protection Act 2018.

We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.

Under data protection law, you may request details of personal information which we hold about you.

We are committed to protecting and respecting your privacy. We are the data controller and will process your personal data in accordance with the Data Protection Act 2018.




Working with us

We collect and use information about you, which will include personal data in order for us to advise you and make arrangements for you. Your name, email address and information relating to the work we undertake for you will be processed and stored.




Your rights

Under data protection legislation you have the right to ask us for a copy of the information we hold about you, and to have any inaccuracies corrected or removed. You may also ask us to delete or cease processing all personal data held by us or any processor with which we have shared your data. We may not always be able to comply with a request for deletion, but you can ask us to cease processing your data.

In addition, you have the right to be informed about the data we collect, where it is located and with whom it is shared and the processing we undertake and to question any automated decision making processes To do this, or if you require more information, please either contact us in writing, by telephone or email.




Right to complain

In rare occasions where you believe your data has been wrongfully processed, stored or handled, please contact us in the first instance.

If you are still dissatisfied, you have the right to raise a concern with the Information Commissioner's Office (ICO).

Details on how to do this can be found here: ico.org.uk/make-a-complaint/




Cookies

We do not collect statistics about the way you use our website in the form of cookies.

A cookie is a small text file written to your hard drive that contains information about you. Cookies do not contain any personal information about users.

However users of the website can visit other third party websites using hyperlinks provided which do use Cookies.