Privacy Policy

This privacy policy sets out how Simple Solutions Financial Management Limited (“we/us/our”) uses and protects any information that you give to us when you use this website. It applies to all instances where we may collect and hold your personal data.

We are committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.

We may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy was updated in July 2018.

For more information about Data Protection, and the General Data Protection Regulation, see the website for the Information Commissioner’s Office.

Simple Solutions Financial Management Limited

Simple Solutions Financial Management Limited is registered with Company No. 06920858. Our registered office is at The Base, Dallam Lane, Warrington, WA2 7NG. Depending on the circumstances, we may be a data controller or a data processor of your personal data.

We have a nominated person whom you can contact should you have any queries relating to this policy or your data, either by email at tracy@simplesolutionsfp.com or by writing to us at the above address. Please mark correspondence for the attention of the Simple Solutions Financial Management Limited Data Protection Officer.

The data we collect

We may collect the following information on this website, or otherwise where you may telephone us, contact us by email, or when you may contact us or inform us of any other matter:

  • Your name;
  • Your contact information, including email addresses; and
  • Demographic information such as postcode, preferences and interests

We may collect details of your visit to our website, including location, traffic, pages visited and general interaction and communication data.

Personal data may be collected through services we provide for you, including names, addresses, dates of birth, telephone numbers, email addresses, details of family members, and case-specific information such as pension details and other relevant personal information.

We may collect payment information from clients to whom we provide services, such as bank details, to enable us to deliver our services to you.

How we collect your data

We collect data principally from the following sources:

  • From you directly, and from your colleagues in your organisation
  • Information generated about you when you access our website, such as your IP address
  • We may purchase data from third parties, including marketing lists, or access publicly available data to help improve our services or our business

Information about connected individuals

We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. We’ll provide a copy of this privacy notice for them or, where appropriate, ask you to pass the privacy information to them.

How we use the data we collect

The data we collect helps us to understand your needs and provide you with a better service, in particular:

  • Internal record-keeping of enquiries and communications from clients
  • To properly deliver our services to you
  • To process payments for our services from you
  • To administer accounts, sales and projects
  • To comply with contractual obligations we may have with you relating to the delivery of our services
  • To allow us to review and develop the website to improve its performance and delivery of our services
  • To conduct periodic market research
  • To allow us to manage our relationship with you, including managing your queries and responding to communications from you
  • To analyse website usage statistics
  • To receive and review job applications, and to communicate with job applicants
  • To notify you of changes and updates to our website and services
  • To notify you of information relating to our services, including where you have requested information or where we feel the information will be of interest to you as an existing client or where you have consented to receive such information. Such notification may be sent by, including but not exclusively, direct mail, email, phone, social media and digital channels
  • To inform you of pricing changes to our services
  • To comply with legal and regulatory obligations

In particular, we may use your personal data:

  • Where it is needed in order to satisfy our contractual obligations with you to deliver our services to you
  • Where it is in our legitimate business interests to do so
  • To comply with legal obligations
  • For some direct marketing communications, with consent where required

We do not share any of the personal data we hold with third parties, other than where necessary in the proper delivery of our services, as required by law or any regulatory authorities, and in the operation and administration of our business.

Who might we share your information with?

If you agree, we may email you about other products or services that we think may be of interest to you.

If you agree, we’ll pass on your personal information to our group of companies so that they may offer you their products and services.

We won’t share your information for marketing purposes with companies outside our group of companies / other companies.

In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as product and platform providers that we use to arrange financial products for you.

Where third parties are involved in processing your data we’ll have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they’ll only act in accordance with our written instructions.

Where it’s necessary for your personal data to be forwarded to a third party we’ll use appropriate security measures to protect your personal data in transit.

To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.

In the event of a sale of our business, we may disclose your information with the party(ies) acquiring its shares subject to the provision of undertakings relating to confidentiality.

How long do we store your data?

We will retain your personal data for as long as you are a client or customer of our business. Your data will be held only for as long as necessary to enable us to perform the functions listed above and for as long as you are a client or customer of our business.

Should you cease to trade with us, or where you are not a client or customer of our business, we may keep your data for a period of up to seven years for research or analytical purposes, or where we are required to retain your data for legal or regulatory purposes. In some cases, in particular matters relating to pensions, we may retain your data indefinitely.

Keeping your data secure

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect and hold. Our Data Protection Disclosure Policy contains more information about our data protection processes.

Our website, and information received through it, is hosted and backed up on secure servers within the EEA across multiple sites.

Specific measures we take internally to keep your personal data secure within our business include:

  • Back up of business data
  • Password protection and encryption of data
  • Password and passcode protection of PCs and mobile devices
  • Protection measures for specific software, e.g. password protection and limited access to financial, invoicing or CRM software
  • Secure storage of paper copies in locked cabinets
  • Secure, encrypted client websites to enable secure messaging services between us and our clients
  • Lockdown policy of internal office daily
  • Secure personal encryption to all back-office systems for individual staff members

Withdrawing your consent

You are entitled to withdraw your consent to, or object to, our processing of your personal data for the purposes stated above. You may also ask us to delete your personal data if there is no reason for us to retain it, subject to our retention of data where required for legitimate business purposes. Please contact us by email at tracy@simplesolutionsifa.com, by telephone on 01925 266 628 or by contacting us via our website.

Withdrawal of consent may prevent us from delivering the services we supply to you and may prevent us from fulfilling our contractual obligations to you.

You may request details of the personal data we hold for you. Please contact us by email at tracy@simplesolutionsfp.com, by telephone on 01925 266 628 or by contacting us via our website.

You may ask us not to use your personal data for marketing purposes. You can do so by either not selecting the opt-in box when submitting a form through our website, or by contacting us by email at >tracy@simplesolutionsfp.com or by telephone on 01925 266 628. You can update your preferences at any time by contacting us using the above details.

Links to other websites

This website may contain links to other websites. However, once you have used these links to leave our site, you should note that we do not have any control over that other website.

We cannot be responsible for the protection and privacy of any information which you provide while visiting such sites and such sites are not governed by this privacy statement. You should review separately the privacy policies of any third-party website.

Where your personal data changes

Please advise us of changes to your personal data so that we can update our records accordingly.

What can you do if you are unhappy with how your personal data is processed?

You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Contact us

Please contact us via our website, by email at tracy@simplesolutionsfp.com or by telephone on 01925 266 628 should you have any queries relating to this privacy policy.

Simple Solutions Financial Planning is a trading style of Simple Solutions Financial Management Ltd, which is authorised and regulated by the Financial Conduct Authority. You can find Simple Solutions Financial Management Ltd on the FCA register by clicking here. Simple Solutions Financial Management Ltd is registered in England. Company registration number: 06920858. Registered address: The Base, Dallam Lane, Warrington Cheshire WA2 7NG.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Base, Dallam Lane,
Warrington, Cheshire
WA2 7NG

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