Wealthyfutures is a marketing style of Slaiyburn Financial Planning Ltd. All financial advice is provided by Slaiyburn Financial Planning Ltd. Slaiyburn Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority, FCA No. 770375, and is the data controller for the personal information collected through this website.
We take your privacy seriously. That means we will only use your personal information to provide you with the services and products you have requested from us, and to stay in touch when you have asked us to.
This policy explains how our website collects, processes, stores and protects your personal data, and sets out the rights you have in relation to that data.
We collect information about you when you:
When you use our online tools or contact us through the website, the information we collect is typically limited to your name, email address, phone number (if you provide one), your consent preferences, and any information you enter into the tool itself, such as the amounts and time periods you are modelling.
If you go on to engage Slaiyburn Financial Planning Ltd as a client, we will collect further information relating to your personal and financial circumstances. This may include special categories of personal data, such as data about your health, where this is necessary for the provision of financial advice. Special category data is only collected with your explicit consent.
If you become a client of Slaiyburn Financial Planning Ltd, 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 will provide a copy of this privacy policy for them or, where appropriate, ask you to pass the privacy information to them.
The lawful bases under which we process your personal data depend on the reason for which we collected it:
Where special category data is required, we will obtain your explicit consent in order to collect and process that information.
We collect information about you in order to:
Information you submit through this website is shared with Slaiyburn Financial Planning Ltd, the regulated firm that provides financial advice under the Wealthyfutures marketing style. Enquiries and tool submissions are handled by advisers within Slaiyburn Financial Planning Ltd.
To deliver our services effectively we may also share your details with third parties who process data on our behalf, such as:
Where third parties are involved in processing your data, we will 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 will only act in accordance with our written instructions.
Where it is necessary for your personal data to be forwarded to a third party we will use appropriate security measures to protect your personal data in transit, such as password-protecting email communications.
To fulfil our obligations in respect of the prevention of money-laundering and other financial crime, we may send your details to third-party agencies for identity verification purposes, if you become a client.
We will not share your information for marketing purposes with other companies.
If you contact us through our website but do not become a client, we will retain your details for 12 months, after which we will delete your information, provided we have no legal obligation to retain your records.
If you become a client of Slaiyburn Financial Planning Ltd, we will retain personal data for as long as necessary to provide services to you and to meet our regulatory record-keeping obligations. Slaiyburn Financial Planning Ltd is subject to Financial Conduct Authority rules requiring records to be retained for specified minimum periods — typically at least six years after the end of the client relationship, and longer in certain circumstances (for example, pension advice records).
We reserve the right to retain data for longer where we believe it is in our legitimate interests to do so. You have the right to request deletion of your personal data. We will comply with any such request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above. Where we retain your information for legal or regulatory reasons, access to that data will be restricted so that only Senior Management can access it.
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 using the contact details set out at the end of this policy.
Where your personal data is processed by automated means, you have the right to ask us to move your personal data to another organisation for their use.
We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.
We would like to send you information about our products and services which may be of interest to you. If you have agreed (by opting in through any of our forms) to receive marketing information, you may opt out at a later date.
You have a right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please contact us by email or post using the contact details at the end of this policy.
We take a proactive approach to your privacy online and take appropriate steps to protect your privacy when you visit our website. Our website is designed to comply with all applicable UK user privacy laws and requirements.
A cookie is a piece of data stored within the web browser on your device by the websites you visit. Cookies are widely used to improve browsing experience and help websites function more efficiently.
Our website and third parties may place cookies on your device. These help the website to remember your session, allow some functionality of the website and facilitate website usage analysis. This enables us to continually improve the website and our systems.
If you continue to browse this website, you are agreeing to our use of cookies. If you do not agree to our use of cookies, you should close your browser immediately and cease using our website.
There are two main types of cookies commonly used on websites:
For more detailed information on cookies, including how to manage them, please visit allaboutcookies.org/cookies.
If you decide to restrict or remove the cookies which are set by our website, or any other website, you can do this through your browser settings. The Help function within your browser can tell you how. Please be aware that restricting cookies may limit website functionality and adversely impact your browsing experience on our website.
Please note that third parties (for example, analytics providers or providers of external services like web traffic analysis) may also use cookies, over which we have no control. These are likely to be analytical, performance or targeting cookies.
We store your personal information privately and securely until it is no longer needed, in line with the UK GDPR and the Data Protection Act 2018. We strive to ensure a secure form-submission process.
We use any information you provide to supply more details about our products and services, or to help answer your questions or queries. Your details are not passed on to third parties for their own marketing purposes.
You have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is the Information Commissioner’s Office:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
0303 123 1113 (local rate)
ico.org.uk
We keep this privacy policy under regular review and will place any updates on this web page. Where changes are significant, we will take reasonable steps to bring them to your attention.
Please contact us if you have any questions about this privacy policy or the information we hold about you.
Email: info@slaiyburn-fp.co.uk
Or write to us at:
Slaiyburn Financial Planning Ltd
Nab View
Far Lane
Hepworth
West Yorkshire
HD9 1TY
