Privacy Policy
Our Privacy Policy relates only to information that we obtain from you. If you wish to visit a website operated by a third party through a link occurred on this website, your information might be used differently by the operator of the linked website.
The type of information we will collect about you includes:
- your name and address
- your phone number and e-mail address
- your occupation
- your interests
- the information included in any documents you complete or online services to which you subscribe
- details about the services you specifically request
- information you complete in relation to our client surveys
We will never collect sensitive information about you without you explicit consent. Any information that we collect about you is stored electronically on our database which is password protected. It may also be printed and stored in our filling system.
The information you provide to us when using this website will be processed for the following reasons:
Additionally we may contact you from time to time by post and/or telephone to notify you of our bulletins, information packs and services. If you do not wish to receive additional information from us, you can let us know by checking the appropriate box on the new account registration from or by e-mail to jim@clancys.co.uk
We will keep your personal information confidential except to the extent that we are compelled to disclose it by law (for example where fraud or other crime is involved) or to comply with an instruction of a regulatory body of competent jurisdiction (such as the Financial Service Authority). From time to time we may be called upon to demonstrate our maintenance of certain professional standards as set by appropriate authorities and/or to satisfy our auditors and/or to comply with regulations in relation to money laundering or other statutory requirements. If you do not consent to our production of your details for this purpose only as an exception to our duty of confidentially, you can let us known to James Clancy, Clancy’s Financial Planning, Station House, Wylam, Northumberland NE42 6EL or by phone on 01661 853838 or my e-mail to jim@clancys.co.uk
If you believe that the information we hold about you is inaccurate, write to us at Clancy’s Financial Planning, Station House, Wylam, Northumberland, NE42 6EL to enable us to correct the information as soon as possible. To comply with the Data Protection Act 1998 we adhere to strict security procedures. The personal information which we hold we be held securely and is password protected. Our offices are protected by a burglar alarm.
Clancy’s Financial Planning reserve the right to appoint an Internet service provider to host our website on our behalf which may be situated outside the European Economic Area. By agreeing to our terms and conditions of use of our website you consent to any transfer of your personal information outside the European Economic Area. This may be necessary for us to achieve the purposes set out above.
We may use technology to track the patterns of behaviour of visitors to our website. This can include using a “cookie” which would be stored on your browser. You have a right to refuse this and if you do not want this to happen, then your should modify your browser to prevent this from happening.
If you have any questions in relation to your Privacy Policy, you can contact:
James Clancy, Clancy’s Financial Planning, Station House, Wylam, Northumberland NE42 6EL
Telephone number: 01661 853838
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