Privacy Statement for Milne Standen Financial Planning

Milne Standen Financial Planning ("we," "our," "us") recognises the importance and value of your privacy. This Privacy Statement explains what personal data we collect, how we use it, and the purposes for which it is used. We are committed to handling your personal data fairly and in compliance with the General Data Protection Regulation (GDPR).

1. What We Collect

We may collect the following personal information:

  • Full name and company name
  • Company contact information, including email address

Additionally, we may collect other personal information as required for the services we provide, such as phone numbers or billing details, depending on the nature of our interactions with you.

2. How We Use the Information We Gather

We require this information to understand your needs and provide you with a better service. In particular, we may use your information for the following purposes:

  • Internal record keeping: To manage and process your requests or services provided to you.
  • Improving our services: To help us improve our products and services based on feedback and usage.
  • Marketing (only with consent): With your explicit consent, we may send you promotional emails about new products, special offers, or other information we believe may be of interest to you, unless you opt-out.

We may also use your personal information to comply with legal obligations or to protect our legitimate interests (for example, fraud prevention or legal compliance).

3. Sharing Your Information

We will not sell, distribute, or lease your personal information to third parties unless we have your permission or are legally required to do so. We may share your information with trusted third parties who assist us in operating our business (e.g., IT services, email marketing tools, etc.) but only for the purposes outlined in this Privacy Statement. These third parties will be subject to strict contractual obligations and will only process your data as necessary for the performance of these services.

If we send promotional information about third parties, we will only do so if you have given us explicit consent to do so.

4. Your Data, Your Rights

Under the GDPR, you have the following rights regarding your personal data:

  • Right to access: You have the right to request a copy of the personal data we hold about you.
  • Right to rectification: If you believe any information we hold about you is incorrect, you have the right to request its correction.
  • Right to erasure (right to be forgotten): You can request that we delete your personal data, subject to legal and contractual obligations.
  • Right to restrict processing: You can request that we limit how we use your data in certain circumstances.
  • Right to object: You have the right to object to the processing of your personal data under certain conditions.
  • Right to withdraw consent: If we are relying on your consent to process your personal data, you have the right to withdraw it at any time.

If you wish to exercise any of these rights, please contact us using the details provided below.

If you believe that your data protection rights have been infringed, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO).

5. Contact Us

If you have any questions about how we handle your personal information or if you wish to exercise your rights, please contact us at:

Milne Standen Financial Planning
23 Fenshurst Gardens, Long Ashton, Bristol, BS41 9AU
Email: info@milnestandenfp.com

You can also contact the Information Commissioner’s Office (ICO) if you have any concerns regarding our handling of your personal data:
Information Commissioner’s Office: ico.org.uk/global/contact-us

6. Links to Other Websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, please note that we do not control those external websites. Therefore, we cannot be responsible for the protection and privacy of any information you provide while visiting such sites. These websites are not governed by this Privacy Statement. We recommend that you exercise caution and review the privacy statements of the websites in question.

7. Updates to Our Privacy Policy

This Privacy Statement was last updated in November 2024. We may update this policy periodically to reflect changes in our personal data practices. When we update the Privacy Statement, we will post a prominent notice on our website to inform you of significant changes, and we will indicate the date of the most recent update at the top of this statement.

In certain cases, we may also seek your explicit consent if the changes involve new uses of your personal data.