Privacy Policy Statement
Ashlea Financial Planning Ltd is an independent financial planning company. This privacy policy explains how we use any personal information we collect about you when you use our services.
Important Subjects:
What information do we collect about you?
How will we use the information about you?
How long will we hold the information about you?
Marketing
Access to your information and correction
Cookies
Other websites
Changes to our privacy policy
What information do we collect about you?
We collect information about you, your personal and financial circumstances during our initial meetings. We may also collect information about you if you voluntarily complete customer surveys or provide feedback.
How will we use the information about you?
We collect information about you to provide you with advice, periodically process your orders, manage your investment accounts, and maintain your financial plan. Also, if you agree, we may contact you about products and services we think will be of interest to you. When you provide information through our website, we use that information collected from the website to personalise your repeat visits to the website. If you have agreed, we will pass on your relevant personal information to other companies, that are involved in your transactions. We may be required to share your information with our regulators, compliance consultants, credit reference agencies and fraud prevention agencies (including for tax and anti-money laundering purposes).
There are some Special Category data for example: details of racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership, genetic & biometric data, details of health, sex life, sexual orientation. We are unlikely to need to collect any of this information other than data about your health, which we will retain because this is needed to process certain types of plans and your financial planning decisions. You may reveal certain other information which is irrelevant to us; in this case we will not record or retain such information, unless there is a legitimate reason to do so as part of our ongoing service.
How long will we hold the information about you?
If we acquire information about you before we agree services, we will retain that information for a reasonable time (usually a year) in case you change your mind. Once we have formally agreed services, we will retain your information for the duration of those services and for a period beyond that, which will broadly be in line with the period we will be legally at risk. This is usually 15 years except in specific and exceptional circumstances. You can ask us to delete information we hold about you at any time, which we will do unless we have legal reason not to.
Marketing
We would like to send you information about events, products and services of ours which may be of interest to you. If you have consented to receive marketing. You have the right to stop us from contacting you for marketing purposes at any time.
Access to your information and correction
You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email or write to us at the address below. We may make a small charge for this service. We want to make sure that your personal information is accurate and up to date. We will ask you to update the data we hold at least annually. You may ask us to correct or remove information you think is inaccurate at any point.
Cookies
Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity. For further information visit www.aboutcookies.org or www.allaboutcookies.org. You can set your browser not to accept cookies and the above websites tell you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.
We improve our products and advertising by using Microsoft Clarity to see how you use our website. By using our site, you agree that we and Microsoft can collect and use this data.
We partner with Microsoft Clarity and Microsoft Advertising to capture how you use and interact with our website through behavioural metrics, heat maps, and session replay to improve and market our products/services. Website usage data is captured using first and third-party cookies and other tracking technologies to determine the popularity of products/services and online activity. Additionally, we use this information for site optimisation, fraud/security purposes, and advertising. For more information about how Microsoft collects and uses your data, visit the Microsoft Privacy Statement.
Other Websites
Our website may contain links to other websites. This privacy policy only applies to our own website so when you link to other websites you should read their own privacy policies.
Changes to our privacy policy
We keep our privacy policy under regular review. This privacy policy was last updated in July 2023.
Contact us if you have any questions about our privacy policy or the information we hold about you and have the right to withdraw this consent at any time by writing to Ashlea Financial Planning at 123 Promenade, Cheltenham GL50 1NW or by email to info@ashlea-fp.co.uk.