We take your privacy very seriously. Please read this privacy notice carefully as it contains important information on who we are and how and why we collect, store, use and share your personal data. It also explains your rights in relation to your personal data and how to contact us or supervisory authorities in the event you have a complaint.
When we use your personal data we are regulated under the General Data Protection Regulation (GDPR) which applies across the European Union (including in the United Kingdom) and we are responsible as ‘controller’ of that personal data for the purposes of the GDPR. Our use of your personal data is subject to your instructions, the GDPR, other relevant UK and EU legislation and our professional duty of confidentiality.
What information do we collect about you?
We collect your name, email address and telephone number.
How will we use the information about you?
We collect this information in order to respond to your request for us to make contact with you.
Access to your information and correction
You have the right to request a copy of the information that we hold about you. If you would like a copy of this information then please write to us at the address below.
We want to make sure that your personal information is accurate and up to date. You may ask us to correct or remove information that you think is inaccurate.
We keep this policy under regular review and we will place any updates on this website.
How to contact us?
If you have any comments, queries or requests relating to this policy or the information we hold about you, please write to the Data Protection Officer at:
Worldwide Financial Planning Ltd, Heron House, Newham Road, Truro, Cornwall, TR1 2DP
Like many other websites, we use “cookies” to help us gather and store information about visitors to our Site.
We may collect information about your computer, including your IP address, operating system and browser type, for system administration and to report aggregate information to our advertisers. This is statistical data about our Site users’ browsing actions and patterns, and does not identify you as an individual.
A “cookie” is a small text file that is downloaded on to your computer’s hard disk when you access certain websites. Cookies allow the website to recognise your computer. A cookie can identify the pages that are being viewed and this can assist us to select the pages that the visitor sees.
“Session” cookies only exist whilst visitors are online on a particular occasion. These are temporary cookies that aid your journey around the site and remember the preferences you have selected during your “session”.
“Persistent” cookies, which are not session-based, remain on a visitor’s computer, so that you can be recognised as a previous visitor when you next visit our Site. This allows us to collect information about your browsing habits whilst on our site, and this can be useful in assisting us to monitor and improve our services.
We do not store sensitive information such as account numbers or passwords in “persistent” cookies, and cookies in themselves, do not contain enough information to identify you. You will only become personally identifiable in relation to your browsing habits after you have formally provided us with your personal data for the purposes outlined in Section 1.2 above.
In addition to using cookies, we might also use GIFs and other web tools, such as Google Analytics, to collect information about your browsing activities whilst on our site. In this respect the information that is provided is similar to the information supplied by cookies, and we use it for the same purposes.
Any information that we acquire about you using cookies, GIFs, or other web tools is subject to the same restrictions and conditions as any other information we collect about you, as outlined in this Policy.
Most browsers automatically accept cookies unless you change your internet browser settings. If you wish to restrict, block or delete the cookies which are set by any websites, you can generally do this through your browser settings. These settings are usually found in the ‘options’ or ‘preferences’ menu of your internet browser.
If you set your internet browser preferences to block all cookies, you may not be able to access all or parts of our site.
If you delete cookies relating to this website we will not remember things about you, including your cookie preferences, and you will be treated as a first-time visitor the next time you visit the site.
To find out more about cookies, including how to see what cookies have been set and how to manage and delete them, visit www.allaboutcookies.org.
To prevent Google Analytics cookies being set, you may install the Google Analytics Opt-Out Browser Add-On by clicking on this link – http://tools.google.com/dlpage/gaoptout and following the instructions.
We will use your personal information only for the purposes set out below:
Please note that we may need to update this Policy from time to time to reflect changes in the law. We recommend that you check this page regularly to ensure that you have read the most recent version and that you are happy with any changes.
This Policy was last revised on: 20 Aug 2018
INFORMATION WE MAY COLLECT FROM YOU
It is your choice to provide us with personal information. We may provide you with the option to select whether you would like to receive information from us or from trusted third parties by opting in or out of receiving promotional offers. In some circumstances, you will not have the option to opt out, for example, when we are administering a transaction requested by you, or if we are satisfying a legal requirement.
Ways in which you may be providing us with personal information include, for example,
contacting us with an enquiry;
completing a survey which contains your personal information;
submitting your CV and/or covering letter to us; and/ or
reporting a problem.
The information we will collect from you includes, but is not limited to data concerning traffic on our Site, location data, web logs and other communication data, (whether this is required for our billing purposes or otherwise) and the resources that you access.
By providing any personal information to us, you fully understand and clearly consent to the transfer, collection and processing of such personal information. Such transfer, collection and processing will comply with the terms of this Policy.
WHERE WE STORE YOUR PERSONAL DATA
All information you provide to us is stored on our secure servers.
The information that we collect from you may be transferred to, and stored at, a destination outside the European Economic Area (“EEA”). It may also be processed by staff operating outside the EEA, who work for us or for one of our suppliers. By submitting your personal information, you agree to this transfer, storing or processing. We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Policy.
Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk. Once we have received your personal data, we will use strict procedures and security features to try to prevent unauthorised access.
USES MADE OF THE INFORMATION BY US
We may use personal information collected from you to provide specific services that you request and to provide additional services that may be of interest. We may use your personal information in the following ways:
Ease of Use – To ensure that content from our site is presented in the most effective manner for you and for your computer.
Transactional Purposes – To carry out our obligations arising from any contracts entered into between you and us and to respond to your queries and requests.
Communication – To notify you about changes to our service.
Provision of Information – To assess your eligibility, and if eligible, provide you with information.
Marketing Communications and Analysis – To communicate with you about our products and services and for our own internal marketing analysis, for example, to measure the amount of traffic to our Site.
USES MADE OF THE INFORMATION BY THIRD PARTIES
We may also use your data, or permit selected third parties or other businesses within our Group (which means our subsidiaries, our ultimate holding company and its subsidiaries, as defined in section 1159 of the UK Companies Act 2006) to use your data, to provide you with data about goods and services which may be of interest to you, and we or they may contact you about these by post or e-mail.
If you are an existing customer, we will only contact you by email with information about goods and services similar to those, which were the subject of a previous sale to you.
If you are a new customer, and where we permit selected third parties to use your data, we (or they) will contact you be electronic means only if you have consented to this.
If you do not want us to use your data in this way, or to pass your details on to third parties for marketing purposes, please email us at firstname.lastname@example.org or write to us at Worldwide Financial Planning Ltd, Heron House, Newham Road, Truro, Cornwall, TR1 2DP.
Please note that we will not, under any circumstances, sell your personal information to anyone else.
Any information or statistics relating to our business that we disclose to others will not identify you personally. We may, for example, perform statistical analyses of the behaviour of the users of our Site in order to measure interest in the various areas of our site and to inform advertisers as to how many consumers have “clicked” on their advertising banners. This information, and any other general information about our users that we share with advertisers and other partners, will not contain personal information about you.
LINKS TO OTHER WEBSITES
This Policy only covers this Site. If you follow a link from this Site to another website, you must refer to and read the privacy statement on that other website which you visit. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.
DISCLOSURE OF YOUR INFORMATION
We may disclose your personal information:
To third parties to whom you have provided your consent in order that they will be able to prepare or send any communications to you, or to assist us in connection with any of our administrative or business functions or in the provision of any of our services to you.
In the event that we sell or buy any business or assets, in which case we may disclose your personal data to the prospective seller or buyer.
If Worldwide Financial Planning, or substantially all of its assets, are acquired by a third party, in which case personal data held by it about its customers will be one of the transferred assets.
INTERACTIVE AREAS OF OUR SITE/ BLOGS
Information that you post via social networking (including but not limited to Facebook and Twitter) is generally accessible to, and may be collected by, others and may result in unwelcome communications. For your own safety and security you should not provide information about yourself on the aforementioned areas of our Site or via social networking.
If you disclose any information via social networking, we do not accept any responsibility or liability for any breach of privacy, loss, damage, effect on your reputation or otherwise whatsoever.
You have the right to ask us not to process your personal data for marketing purposes. We will usually inform you, before collecting your data, if we intend to use your data for such purposes or if we intend to disclose your data to any third party for such purposes. You can exercise your right at any time to prevent such processing by emailing us at or write to us at Worldwide Financial Planning Ltd, Heron House, Newham Road, Truro, Cornwall, TR1 2DP.
ACCESS TO INFORMATION
The Acts give you the right to access information we hold about you. If you would like a copy of this information, please write to us at the address below.
Questions, comments and requests regarding this Policy are welcomed and should be addressed to email@example.com or write to us at Worldwide Financial Planning Ltd, Heron House, Newham Road, Truro, Cornwall, TR1 2DP