At Slaiyburn Financial Planning Ltd, we take your privacy seriously. That means we’ll only use your personal information to provide you with the services and products you have requested from us.
What information do we collect about you?
We collect information about you when you engage us for our Financial Planning Services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services.
We may also collect information when you voluntarily complete client surveys or provide feedback to us.
Information about connected individuals
We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. We’ll provide a copy of this privacy notice for them or, where appropriate, ask you to pass 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 that 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’d also be unable to fulfil our legal and regulatory obligations.
Where special category data is required we’ll obtain your explicit consent in order 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?
If you agree, we may email you about other products or services that we think may be of interest to you.
We won’t share your information for marketing purposes with other companies.
In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as product and platform providers that we use to arrange financial products for you.
Where third parties are involved in processing your data we’ll have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they’ll only act in accordance with our written instructions.
Where it’s necessary for your personal data to be forwarded to a third party we’ll use appropriate security measures to protect your personal data in transit. Such as password protecting email communications.
To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.
How long do we keep hold of your information?
During the course of our relationship with you we’ll retain personal data which is necessary to provide services to you. We’ll take all reasonable steps to keep your personal data up to date throughout our relationship. We’re also subject to regulatory requirements to retain your data for specified minimum periods. We reserve the right to retain data for longer where we believe it’s in our legitimate interests to do so. You have the right to request deletion of your personal data.
We’ll comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above. In the event we retain your information based on the above, we will encrypt and restrict access to your data so that only Senior Management can access the data.
In the event that you contact us but do not become a client then we will retain your details for 12 months, after which point we will delete your information provided we have no legal obligation to retain your records.
How can I access the information you hold about me?
You have the right to request a copy of the information that we hold about you. If you’d like a copy of some or all of your personal information, please email or write to us using the contact details noted below.
When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use.
We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.
We’d like to send you information about our products and which may be of interest to you. If you’ve agreed (by opting in) to receive marketing information, you may opt out at a later date.
You have a right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please contact us by email or post.
We always take a proactive approach to your privacy online and take the right steps to protect your privacy when you visit our website, which complies with all UK user privacy laws and requirements.
A cookie is a piece of data stored within the web browser on your computer by the websites you visit. Cookies are widely used to improve browsing experience and help websites function more efficiently.
From our website, Slaiyburn Financial Planning and 3rd Parties will place cookies on your computer. These help the website to remember your session, allow some functionality of the website and facilitate website usage analysis. This will enable us to continually improve the website and our systems.
There are two types of cookies that are used by websites:
Session cookies – these cookies are temporarily created when you visit a website. When you leave the website all session cookies are deleted.
Persistent cookies – these remain on your computer for a period of time specified in the particular cookie and activate each time you visit websites that have the same cookie.
For more detailed information on cookies, including how to manage them, please visit http://www.allaboutcookies.org/cookies/.
How to control and remove cookies
If you decide to restrict or remove the cookies which are set by our website, or any other website, you can do this through your browser settings. The Help function within your browser can tell you how. Please be aware that restricting cookies may limit website functionality and adversely impact your browsing experience on our website.
Contact & communication
We store your personal information privately & securely until it is no longer needed, as detailed in the 2018 General Data Protection Regulation. We strive to ensure a secure email form submission process.
We use any information provided to supply more details about our products and services or to help answer any of your questions or queries.
This includes using your details to subscribe you to any email newsletter programme the website operates, but only if this was made clear to you and your express permission was granted when submitting any form to email process. Or whereby you the consumer have previously purchased from or enquired about purchasing from the company a product or service that the email newsletter relates to. This is by no means an exhaustive list of your user rights in regard to receiving email marketing material. Your details are not passed on to any third parties.
What can you do if you are unhappy with how your personal data is processed?
You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:
Information Commissioner’s Office
0303 123 1113 (local rate)
How to contact us
Or write to us at: Nab View, Far Lane, Hepworth, West Yorkshire HD9 1TY