Privacy Policy
What information do we collect about you?
We gather information about you when you engage us for our financial advice service. This information will pertain to your personal and financial circumstances, and may also include special categories of personal data, such as data about your health, if necessary for the provision of our services.
We may also collect information when you voluntarily complete client surveys or provide feedback to us.
Information relating to the use of our website is collected through the use of cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We will use the information collected from the website to personalise your subsequent visits to the site.
Information about connected individuals In order to provide our service to you effectively, we may need to collect personal information about your close family members and dependants. In such cases, it will be your responsibility to ensure that you have obtained the consent of the individuals concerned to share their information with us. We will provide a copy of this privacy notice to them, or where appropriate, request you to pass on the privacy information to them.
Why do we need to collect and use your personal data? The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data, we would also be unable to fulfil our legal and regulatory obligations.
Where special category data is required, we will obtain your explicit consent to collect and process this information.
How will we use the information about you?
We collect information about you in order to provide you with the services for which you engage us.
Who might we share your information with?
With your agreement, we may send you emails about other products or services that we believe may be of interest to you.
We will not share your information for marketing purposes with other companies.
To effectively deliver our services to you, we may share your details with third parties such as those engaged for professional compliance, accountancy, or legal services, as well as product and platform providers we use to arrange financial products for you.
Where third parties are involved in processing your data, we will have a contract in place with them to ensure clarity regarding the nature and purpose of the processing, their duty of confidentiality in processing your data, and that they will only act in accordance with our written instructions.
For cases where it is necessary for your personal data to be forwarded to a third party, we will use appropriate security measures to safeguard your personal data during transit, including password protection and/or data encryption, among other measures.
To meet our obligations concerning the prevention of money laundering and other financial crimes, we may share your details with third-party agencies for identity verification purposes.
How long do we keep hold of your information?
During our ongoing relationship with you, we will retain personal data necessary to provide services to you. We will make reasonable efforts to ensure that your personal data remains up to date throughout our relationship.
Five years for investment business
Three years for mortgage business
Indefinitely for pension transfers and opt-out business
Three years for insurance business
These are minimum retention periods mandated by our legal obligations. We reserve the right to retain data for a longer duration if we deem it to be in our legitimate interests to do so. In any case, we will not retain your personal data for more than 10 years after our relationship with you has concluded, unless required by our regulator.
You have the right to request the deletion of your personal data. We will adhere to this request, subject to the constraints of our regulatory obligations and legitimate interests, as noted above.
How can I access the information you hold about me?
You have the right to request a copy of the information we hold about you. If you would like a copy of some or all of your personal information, please email or write to us using the contact details provided below.
When your personal data is processed by automated means, you have the right to request us to transfer your personal data to another organisation for their use.
We have a responsibility to ensure the accuracy and currency of your personal information. Please notify us of any information that you believe to be incorrect, and we will make the necessary corrections or deletions.
Marketing
We would like to send you information about our products and services that may be of interest to you. If you have consented to receive marketing information, you can opt-out at any time.
You have the right to stop us from contacting you for marketing purposes at any time. If you no longer wish to be contacted for marketing purposes, please contact us via email or post.
Cookies
We use cookies to monitor visitor activity on our website and compile statistical reports on website usage.
For more information, please visit http://www.allaboutcookies.org/
You can configure your browser to refuse cookies, and the aforementioned website provides instructions on how to remove cookies from your browser. However, in some cases, certain features of our website may not function properly as a result.
What can you do if you are unhappy with how your personal data is processed?
You also have the right to file a complaint with the supervisory authority responsible for data protection. In the UK, this authority is:
Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF
0303 123 1113 (local rate)
Changes to our privacy policy We regularly review our privacy policy and will post any updates on our web page (and/or) inform you of any changes when they occur. This privacy policy was last updated on 18/09/23.
Legal
*Tax treatment depends on individual client circumstances and may be subject to change in the future.
The consumer's capital may be at risk if they decide to establish a new plan.
The products we offer are not produced by the firm, and we do not manage the underlying investments.
Complaints
If you have a reason to complain, please contact us via email at info@findmyadviser.com
We strive to resolve complaints promptly. We will keep you informed of our progress in investigating your complaint and provide a final response.
We will acknowledge receipt of your complaint within five working days and respond to your complaint in full within eight weeks. If we are unable to respond within this timeframe, we will notify you in writing, explaining the delay and providing an estimated response date.
How to contact us If you have any questions about our privacy policy or the information we hold about you, please contact us via email at info@findmyadviser.com
Last Updated: 07/02/24