This privacy notice explains how we use any personal information we collect about you.
We collect information about you when you engage us for financial planning, financial advice, tax advice and investment management 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 provide feedback to us.
Information relating to usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information.
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.
In order to advise you effectively we also need to collect special category data for example regarding your health. For this we need your explicit consent.
We collect information about you in order to provide you with the services for which you engage us.
If you agree, we may also use the information to identify if we should 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 any 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. This includes protecting electronic data with passwords and/or encryption and using tracked delivery services for physical items.
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.
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 data for specified minimum periods. These are, generally:
These are minimum periods, during which we have a legal obligation to retain your records.
We reserve the right to retain data for longer where we believe it’s in our legitimate interests to do so. In any case, we won’t retain your personal data for longer than 6 years after our relationship with you has ended.
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.
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.
In certain circumstances we may like to send you information about specific products or opportunities which we feel may be of interest to you. Please note that it is not our intention to send you irrelevant material, rather it enables us to communicate with you freely where we feel it is right to do so, for example if we become aware of an investment we think may be appropriate for you.
If you’ve agreed to receive this 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. Please contact us by email or post.
We use cookies to track visitor use of the website and to compile statistical reports on website activity.
For further information visit http://www.allaboutcookies.org/
You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.
Our website contains links to other websites. This privacy policy only applies to our website so when you link to other websites you should read their own privacy policies.
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, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF. Tel: 0303 123 1113 (local rate)
We keep our privacy policy under regular review, and we’ll place any updates on our website (and/or) inform you of any changes when they occur. This privacy policy was last updated on 12 February 2020.
Please contact us if you have any questions about our privacy policy or information we hold about you: by email to [email protected]
Or write to Tim Hudson, Grierson Dickens Ltd, 10 St George’s Yard, Farnham GU9 7LW.