This policy outlines:
‘James Financial’ a trading name of James Financial Wealth Management Limited is deemed to be a ‘data controller’. Unless we are obliged or permitted to do so by law, we will not disclose of any of your data to another third party without your consent.
What Information we collect about you
We may collect the following data, which includes personal data from you, when you visit our website:
Why we collect the information about you
The data collected will be used by us to:
Why can we use your personal information?
We will contact you based on the understanding that you have submitted your personal details, requesting further information from us, which we deem to be a legitimate interest.
How we protect your personal information
Data that you enter into the website will be sent directly to us to enable us to enact upon your request. Once we have received the data and contacted you, no data is retained, unless we go on to do business with you.
Location of your data
The recipients of any personal data submitted on the website will be staff members of James Financial, therefore all data is retained in the UK.
Retention period for your data
If after our initial conversation you proceed to enter into a business relationship with us, we will provide you with further information as to what information we will hold about you, why this information is collected and how long this information is retained.
If after our initial conversation you decide no longer to further a relationship we will retain no personal data that has been provided to us.
In relation to the data that we hold about you, you may have the following rights:
Further information can be obtained from our Data Protection Officer (DPO) Wayne Audsley at:
James Financial Wealth Management Limited
Telephone: 01482 860 700
Right to lodge a complaint and ICO details
You have the right to lodge a complaint with the Information Commissioner’s Office (ICO) if you are unhappy with how we have handled your personal date.
https://ico/org.uk/complain - 0303 123 1113