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What information we collect about you
We collect information about you when you engage us for financial planning, mortgage advice and non-investment insurance advice. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, data revealing racial or ethnic origin, political opinions, religious or philosophical beliefs and trade union membership, if this is necessary for the provision of our services. We may also collect information when you voluntarily complete client surveys or provide feedback to us.
Information relating to usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We’ll use your information collected from the website to personalise your repeat visits to the site.
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 will provide a copy of this privacy notice for them or, where appropriate, ask you to pass the privacy information to them.
Why do we need to collect and use your personal data
The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. 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’d also be unable to fulfil our legal and regulatory obligations. Where special category data is required, we’ll obtain your explicit consent in order to collect and process this information.
How will we use the information about you
We collect information about you in order to provide you with the services for which you engage us.
Who might we share your information with
If you agree, we may email you about other products or services that we provide that we think may be of interest to you. We won’t share your information for marketing purposes with 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 password protection and/or encryption 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.
How long do we keep hold of your information
During the course of our relationship with you, we will retain personal data which is necessary to provide services to you. We will take all reasonable steps to keep your personal data up to date throughout our relationship.
We are also subject to regulatory requirements to retain your data for specified minimum periods. These are generally:
- Five years for investment business.
- Three years for mortgage business.
- Indefinitely for pension transfers and opt-outs.
- Three years for insurance business.
These are minimum periods, during which we have a legal obligation to retain your records. We reserve the right to retain data for longer where we believe it’s in our legitimate interests to do so.
You have the right to request deletion of your personal data. We’ll comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.
How can I access the information you hold about me
You have the right to request a copy of the information that we hold about you. If you’d like a copy of some or all of your personal information, please email or write to us using the contact details noted below.
When 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.
Cookies
We use cookies to track visitor use of the website and to compile statistical reports on website activity. For further information visit http://www.allaboutcookies.org
You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.
Other websites
Our website contains links to other websites. This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies.
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.
How to contact us
Please contact us if you have any questions about our Privacy Policy or information we hold about you. You can contact us in the following ways:
01202 882420
info@tmpllp.co.uk
The Minster Partnership Ltd, Allen House, 2A East Borough, Wimborne, Dorset, BH21 1PF
Equality and Diversity Policy
The aim of this policy is to remove any potential discrimination in the way that people with protected characteristics are cared for by us. This means that we will not treat you less favourably because of your age, a disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex and sexual orientation.
Concerns and Comments
If you believe you have been treated in any way contrary to this policy or you have any comments or questions, please contact Richard Liddiard in the following ways:
01202 882420
richard@tmpllp.co.uk
The Minster Partnership Ltd, Allen House, 2A East Borough, Wimborne, Dorset, BH21 1PF
Complaints
If you are unhappy with our advice or any aspect of our service, we encourage you to contact us as soon as possible and we will do our best to resolve your concerns. You can contact Richard Liddiard, Principal, in the following ways:
01202 882420
richard@tmpllp.co.uk
The Minster Partnership Ltd, Allen House, 2A East Borough, Wimborne, Dorset, BH21 1PF
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). The FOS settles disputes between financial services businesses and their clients. Full details are available on their website www.financial-ombudsman.org.uk.
Disclaimer
The information provided by The Minster Partnership website is intended for general use and should not be construed as addressing your specific needs. It is not meant to serve as advice or recommendation from The Minster Partnership and should not be solely relied upon for making financial decisions. Any agreements made between you and third parties mentioned on the site are undertaken at your own risk.
Please be aware of the following investment warnings: The value of shares and investments can fluctuate, and investors may not recoup their initial investment. The spread between bid and offer prices, especially for smaller companies in volatile market conditions, can be significant, and selling small investments may incur relatively high costs. Past performance does not guarantee future results.
When the information includes pricing or performance data, it is sourced from reputable sources believed to be reliable, such as company reports and financial reporting services.
Contributors employed or contracted by the company to provide site material are required to act impartially and disregard any conflicts of interest when offering advice. Journalistic commentary on the site reflects the writer’s knowledge and beliefs, but no liability is accepted for actions based on such commentary.
The Minster Partnership is authorised and regulated by the Financial Conduct Authority and is bound by its rules and regulations regarding financial advice.
