SPIRE
Independent Financial Planning Ltd

Spire Independent Financial Planning Ltd firmly respect the privacy and rights of all individuals we deal with. This privacy notice documents how we collect and process personal information from visitors to our website and individuals we deal with when operating and providing services. This notice should be read in conjunction with our website and we will naturally update this notice from time to time. You are therefore encouraged to review the notice whenever you visit our website and/or before providing us with personal data, to ensure you have access to the most up to date information at that time.

If you have any questions at all or would like to know more please do not hesitate to contact us by sending an email to peterward@visionifp.co.uk

For the purposes of the General Data Protection Regulations (GDPR) the Data Controller in respect of any personal data controlled by the business is Spire Independent Financial Planning Ltd. Registered in England & Wales, No. 10646965. Spire Independent Financial Planning Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA).

This Privacy Policy governs the manner in which Spire Independent Financial Planning Ltd collects, uses, maintains and discloses information collected from users (each, a “User”) of this website (“Site”). This privacy policy applies to the Site and all products and services offered by Spire Independent Financial Planning Ltd.

Personal identification information

We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit our Site, complete our enquiry form, and in connection with being able to provide you financial advice.

We collect information about you when you engage us for financial planning and advice. This information will relate to your personal and financial circumstances.

Users may visit our Site anonymously. We will collect personal identification information from Users only if they voluntarily submit such information to us. Users can always refuse to supply personally identification information.

When you send us a message using our website contact form we will ask you to provide us with your name, phone number and email address.  If you place an enquiry using our contact form, a full record of that data may be kept.

We promise to always use any information given to us by you solely in a manner related to the provision of providing you with the service requested. Non-personal identification information

We may collect non-personal identification information about Users whenever they interact with our Site. Non-personal identification information may include the browser name, the type of computer and technical information about Users means of connection to our Site, such as the operating system and the Internet service providers utilised and other similar information.

Web browser cookies

Our Site may use “cookies” to enhance User experience. User’s web browser will place cookies on their devices for record-keeping purposes and sometimes to track information about them. A User may choose to set their web browser to refuse cookies, or to alert them when cookies are being sent. If they do so, note that some parts of the Site may not function properly. By using this site you agree to our cookie policy.

How we use collected information

Spire Independent Financial Planning Ltd collects and uses Users’ personal information for the following purposes:

To provide you with a service

We collect information about you in order to provide you with the services for which you engage us.

To improve our site

We continually strive to improve our website offerings based on the information and feedback we receive from you.

To improve customer service

Your information helps us to more effectively respond to your customer service requests and support needs.

To send periodic emails

We may offer the option for a User to opt-in to our mailing list so they will receive emails that may include company news, updates, related product or service information, etc. If at any time the User would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email. For more general marketing purposes, including in order to keep you informed (by letter, telephone, email and other electronic means) of services from us and other Rathbone Group members which may be of interest to you. If you do not wish to receive such information, please let us know now or at any time in the future, and your details will be removed from out mailing lists.

Why we collect and use your personal data

The primary legal basis that we intend to use for the processing of your data is for the provision of providing you with a service. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data, we would also be unable to fulfil our legal and regulatory obligations.

Access to your personal information

You are entitled to view, amend, or delete the personal information that we hold.

Email your request to peterward@visionifp.co.uk. We will respond to any such request within one month of receipt.

How we protect your information

We adopt appropriate data collection, storage and processing practices and security measures to protect against unauthorised access, alteration, disclosure or destruction of your personal information, username, password, transaction information and data stored on our Site.

Sharing your personal information

We won’t share your information for marketing purposes with any other company. We may use third party service providers to help us operate our business and the Site or administer activities on our behalf, such as sending out newsletters or surveys. We may share your information with these third parties for those limited purposes only if you have given us your permission.

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 or legal services, as well as product providers, that we use to arrange financial products for you.

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 instructions.

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.

Third party websites

Users may find content on our Site that links to the sites and services of third parties. We do not control the content or links that appear on these sites and are not responsible for the practices employed by websites linked to or from our Site. In addition, these sites or services, including their content and links, may be constantly changing. These sites and services may have their own privacy policies and customer service policies. Browsing and interaction on any other website, including websites which have a link to our Site, is subject to that website’s own terms and policies.

Changes to this Privacy Policy

Spire Independent Financial Planning Ltd has the discretion to update this privacy policy at any time. When we do, we will revise the updated date at the bottom of this page. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this privacy policy periodically and become aware of modifications.

Making a complaint

We hope that we can resolve any query or concern you raise about our use of your information.

If you have a complaint, please contact us:

Peter Ward
Holmlea,
Portland Avenue,
Salisbury
SP2 8BS

Email: peterward@visionifp.co.uk

Phone: 07795 618920

The Data Protection Laws also give you right to make a complaint with a supervisory authority. The supervisory authority in the UK is the Information Commissioner who may be contacted at ico.org.uk or telephone: 0303 123 1113.

Your agreement

By using this Site, you signify your acceptance of this policy. If you do not agree to this policy, please do not use our Site. Your continued use of the Site following the posting of changes to this policy will be deemed your acceptance of those changes.

If you have any questions about this Privacy Policy, the practices of this site, or your dealings with this site, please contact us.