THE TYPE OF PERSONAL INFORMATION WE COLLECT
Due to the nature of the services we provide, the personal information we collect will relate to both your personal and financial circumstances. In some instances, special category personal information, such as health, may also be collected where it is necessary for us to provide our services effectively. In these instances, we will require your explicit consent to process such information.
We may also need to collect personal information about your family or friends, including any dependents. In such instances, it is your responsibility to ensure you have consent from such individuals for us to hold personal information about them.
HOW WE GET YOUR PERSONAL INFORMATION AND WHY WE HAVE IT
The personal information we collect about you is provided directly by you and is essential for us to provide our services effectively. Without collecting your personal information we would not be able to provide our services or fulfill our legal obligations.
HOW WE USE THE INFORMATION THAT YOU HAVE GIVEN US
We use your personal information in order to provide you with the professional services for which you require.
WHO MIGHT WE SHARE YOUR PERSONAL INFORMATION WITH
In order to provide our services to you to the best of our ability we may send your details to Farringdon House Financial Services as well as other third parties who we engage with in a professional capacity with regards to compliance, conveyancing, accountancy and legal services. We may also send your personal information to third party agencies for identity verification purposes in order for us to fulfill our obligations regarding the prevention of financial crime, including money-laundering.
Where it is required to send your personal information to third parties, appropriate security measures will be taken in order to protect your personal information.
Please note: Farringdon House Financial Services is a trading style of Louise Canter who is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
HOW WE STORE YOUR PERSONAL INFORMATION
Your personal information is securely stored on our servers. We will retain your personal information during the course of our relationship and we reserve the right to retain your personal information for as long as necessary thereafter where we believe it is in our legal permitted interests to do so. You do have the right to request your personal information to be erased from our servers. We will comply with such request, subject to the constraints of our regulatory obligations and legal permitted interests as stated above.
YOUR DATA PROTECTION RIGHTS
Under the Data Protection Act, you have the following rights:
You have the right to request a copy of the personal information we hold about you. If you would like to make a request please email support@fhestateplanning.co.uk. You will be required to complete a Subject Access Request form and provide proof of your identity for us to comply with your request. If you make a request, we have one month to respond to you.
MARKETING
We may need to contact you with regards to legislation changes in the future to ensure any advice given regarding your estate plan remains in effect.
With your consent, we may also email you with regards to other services and products that may be of interest to you. If you consent to receive marketing material from us, you do have the right to opt out of this at any time.
COOKIES
Cookies are used to track visitor use of our website and to put together reports of our website activity. Most browsers automatically accept cookies, but you can choose whether or not to accept cookies through your browser controls. For more information on how to modify your browser settings or how to manage, filter or block cookies please visit www.allaboutcookies.org. Please note, however, that by removing or blocking cookies can negatively impact your user experience and parts of our website may no longer be fully accessible.
OTHER WEBSITES
Our website contains links to other websites. Please note, the privacy policy on our website only applies to our website and therefore should you visit the other websites, please read their privacy policies.
HOW TO COMPLAIN
If you have any concerns about our use of your personal information, you can make a complaint to us at:
Farringdon House Estate Planning
42 Farringdon House
Wood Street
East Grinstead
West Sussex
RH19 1BA
Telephone: 01342 617420
E-mail: support@fhestateplanning.co.uk
You can also complain to the Information Commissioner’s Office is you are unhappy with how we have used your data at:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Telephone: 03031 231113
Website: https://www.ico.org.uk
CHANGES TO OUR PRIVACY POLICY
Our privacy policy is reviewed on a regular basis as was last updated on the 2nd of May 2021.
HOW TO CONTACT US
If you have any questions about our privacy policy or any information we hold about you please do not hesitate to contact us.
Farringdon House Estate Planning
42 Farringdon House
Wood Street
East Grinstead
West Sussex
RH19 1BA
Telephone: 01342 617420
Email: support@fhestateplanning.co.uk
Website: www.fhestateplanning.co.uk
Farringdon House Estate Planning are members of the Society of Will Writers.
©2021 Farringdon House Estate Planning