Privacy Policy

Privacy Policy

 

Grovely Financial Limited respect the privacy and rights of all individuals we deal with. This privacy notice explains 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 further information please do not hesitate to contact us at office@grovelyfinancial.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 Grovely Financial Limited. The registered address is 46 Shaftesbury Road, Wilton, Salisbury SP2 0DR. Registered in England and Wales No. 12331591.

This Privacy Policy governs the manner in which Grovely Financial Limited collects, uses, maintains and discloses information collected from visitors (each, a “Visitor”) of this website (“Website”). This privacy policy applies to the Website and all products and services offered by Grovely Financial Limited.

Personal identification information

We may collect personal identification information from Visitors in a variety of ways, including, but not limited to, when Visitors visit our Website, 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. Visitors may visit our Website anonymously. We will collect personal identification information from Visitors only if they voluntarily submit such information to us. Visitors 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, telephone 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 Visitors whenever they interact with our Website. Non-personal identification information may include the browser name, the type of computer, the type of web browser and technical information about Visitors means of connection to our Website, such as the operating system and the Internet service providers utilised and other similar information.

Web browser cookies

Our Website may use cookies to enhance Visitor experience. A Visitor’s web browser will place cookies on their devices for record-keeping purposes and sometimes to track information about them. A Visitor 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 Website may not function properly. By using this Website you agree to our Cookie Policy.

How we use the information we collect

Grovely Financial Limited collects and uses Visitors’ 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 Website

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 Visitor 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 Visitor would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email.

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 office@grovelyfinancial.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 Website.

Sharing your personal information We will not 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 Website 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

Visitors may find content on our Website 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 Website. 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 Website, is subject to that website’s own terms and policies.

Changes to this Privacy Policy

Grovely Financial Limited has the discretion to update this privacy policy at any time. When we do, we will revise the date at the bottom of this page. We encourage Visitors 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: Ellie Price, 46 Shaftesbury Road, Wilton, Salisbury, SP2 0DR Email: office@grovelyfinancial.co.uk Tel: 07941 396805

The legislation 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 www.ico.org.uk or by telephone on 0303 123 1113.

Your agreement

By using this Website, you signify your acceptance of this policy. If you do not agree to this policy, please do not use our Website. Your continued use of the Website 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.

Document date: 4th February 2020.