Privacy Policy

The information you have provided is subject to General Data Protection Regulations (GDPR). By signing this document, you consent to us, or any company associated with us, for example, product providers or platforms we use to provide you with our services, processing your personal data, both manually and by electronic means. Your data will be used for the sole purpose of providing financial advice, administration, and management.

 

“Processing” includes obtaining, recording, or holding information or data, transferring it to other companies associated with us, such as product providers, the FCA or any other statutory, governmental, or regulatory body for legitimate purposes including, where relevant, to solicitors and/or other debt collection agencies for debt collection purposes and carrying out operations on the information or data.

 

To provide our services to you we may be required to pass your personal information to parties located outside of the European Economic Area (EEA) in countries that do not have Data Protection Laws equivalent to those in the UK. Where this is the case, we will take reasonable steps to ensure the privacy of your information.

 

The information provided may also contain sensitive personal data for the purposes of GDPR, including information that relates to your physical or mental health or condition; the committing or alleged committing of any offence by you; any proceedings for an offence committed or alleged to have been committed by you, including the outcome or sentence in such proceedings.

 

If at any time, should you wish to withdraw consent, for us or any company associated with us, to processing your personal data or sensitive personal data, please just let us know.