Privacy Policy

financial advice as it should be

Objective

This policy outlines:

  • What information we collect about you and why
  • How we use your personal information
  • How we protect your personal information
  • What rights you have in relation to the personal information that we hold about you

‘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:

  • Name
  • Contact details such as email addresses or telephone numbers
  • Cookies

Why we collect the information about you

The data collected will be used by us to:

  • Contact you if have clicked the ‘Request Contact’ button

Please refer to our cookie policy for further information in relation to why cookies are collected.

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.

Your rights

In relation to the data that we hold about you, you may have the following rights:

  • Right to be informed – you have the right to ask to see what data we hold about you
  • Right to access - to your personal data. If you wish to obtain a copy of the information we hold about you please contact the DPO (contact details below) in writing with the subject 'Subject Access Request'. Generally the information will be provided within one month, however please be aware that we will take necessary stops to evidence your identity prior to releasing any personal information for your own security.
  • Right to rectification – if you believe the information we hold about you to be incorrect or incomplete you have the right to ensure this rectified. For further information please contact the DPO. This rectification should typically be complete within one month.
  • Right to erasure – also known as the right to be forgotten. In specific circumstances you will have the right to have your personal data erased or to prevent processing. We can refuse your request for erasure if we have a legal obligation to continue to hold your data.

Contact Details

Further information can be obtained from our Data Protection Officer (DPO) Wayne Audsley at:

James Financial Wealth Management Limited
31 Lairgate
Beverley
HU17 8ET
Telephone: 01482 860 700
Email: info@jamesfinancial.co.uk

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

Request Contact

If you would like us to call or email you back (to arrange a meeting or discuss how we may help you) simply complete the form below.

Get in Touch

James Financial provide quality financial advice to individuals and businesses.

31 Lairgate, Beverley
East Yorkshire, HU17 8ET

Planet House, 2 Woodhouse Street
Hedon Road, Hull, HU9 1RJ

T 01482 860 700
F 01482 221 097
E info@jamesfinancial.co.uk