1. Who we are
Findfinancialadvisor.co.uk provides UK-resident individuals with a service through which they can find a financial advisor. It is the ‘controller’ of personal information which is gathered from such individuals in order to match them up with financial advisors.
References in this Privacy Policy to “we”, “us” or “our” are to Findfinancialadvisor.co.uk.
Our data protection lead can be contacted about any matters concerning this Privacy Policy by emailing dpo.findfinadvisor@gmail.com
2. The purpose of this privacy policy
This Privacy Policy contains important information regarding how we will collect and use your personal data. It should be read, where relevant, in conjunction with any of our other applicable terms and conditions.
This Privacy Policy will apply to our collection and use of your personal data unless we expressly state to the contrary elsewhere.
3. The types of personal data we collect and use
The personal data which we collect and use may include things such as your personal details (name, email address, phone number, etc.) and the reason why are seeking financial advice.
4. How we use your personal data
We may use your personal data:
To provide services to you in accordance with our terms and conditions (such as processing your completed questionnaire and scheduling phone calls with you);
For crime prevention and detection (if requested to do so by the relevant authority);
To respond to requests for information from you;
So you can use, and we can help enhance the use of, our website;
It will not be used or shared externally for any commercial purpose other than the initial matching with a financial advisor.
5. Our legal basis for using your personal data
We only use your personal data where such use is permitted by laws that protect your privacy rights. We will process your personal data in the ways described below:
We have your consent (if consent is needed);
We need to use the information to perform a contract with you;
We need to use the information to comply with our legal obligations.
6. Your rights
You have the right to access, correct, transfer to another service provider, in some cases delete, restrict and object to how we process, your personal data. You have a right to complain to the data protection regulator, the Information Commissioner (the “ICO“). Details of how to make a complaint to the ICO are contained on their website: ico.org.uk. If you would like any further information about, or to exercise any of your rights, in the first instance you should direct such request to us by email at dpo.findfinadvisor@gmail.com
7. Our services
We may need some personal data before we can provide our services to you. In some cases we won’t be able to provide our services to you if we don’t have all the personal data we need.
8. Sharing of your personal data
We may share your personal data:
With the financial advisors who we introduce you to;
If required by law or requested by a regulatory or tax authority;
To investigate or prevent fraud, market abuse, tax evasion or other illegal activity (including disclosing confidential information to third parties who are directly involved in any such investigation);
Where otherwise required in connection with us providing our services and carrying out our legal obligations under our agreement with you.
9. Keeping personal data
We keep your personal data securely for up to one year for the purposes we have set out above and in accordance with our retention policy. If you would like to see a copy of our retention policy please contact dpo.findfinadvisor@gmail.com
10. Your consent
Sometimes we need your consent to use your personal data. We won’t always ask for consent to use personal data – for example if we need it to meet regulatory requirements or to perform a contract with you. Where you have given us consent, you have the right to withdraw it at any time by contacting dpo.findfinadvisor@gmail.com using the details above.
Changes to this privacy policy
We may need to make changes to this Privacy Policy from time to time and shall do so by amending this page. You should check this page regularly to take notice of any changes we make.