We are committed to protecting your personal information.
Fawbert Adams is the trading style of Fawbert Adams Limited, a company registered in England and Wales, Company Number 07123244.
Fawbert Adams Limited
43 Clarence Road
Or email us on: firstname.lastname@example.org
We collect your personal and financial information from you when you enquire about our products and services and when you engage us for our services.
We will only collect the personal and financial information needed for the products and services you require and always with your consent.
This may be personal information relating to your identification; such as your name, address, date of birth, telephone numbers and email addresses.
We may also collect your personal financial information needed for the products and services you need; such as your bank account details or information relating to your income and your business or personal tax affairs, and that of your family members if needed.
We will keep records of when we communicate with you; so information relating to our meetings, phone calls, emails and letters.
It may also be necessary to collect sensitive personal information; such as information relating to a medical or health condition or your marital or civil partnership status, but only if this is required for the work you have engaged us to do for you.
We may also need to collect information relating to children, when a child is a named beneficiary on a product taken by a parent or guardian on their behalf.
If we have to collect sensitive personal information, we will always ask for specific consent for this.
We will collect this information directly from you, from a variety of sources, including: during meetings, over the telephone, by email or letters, via the contact page on our website or via social media.
We pride ourselves on our personal relationships with you so whenever possible, we will meet with you face to face.
This information may come to use via third parties if you have provided information via your digital accounting software or an app associated with your digital software. In this case, we may also view and collect information from this source but it is likely that you have provided the information for this purpose. We will only collect this information when it is necessary for the work you engage us to do for you.
If you have a financial adviser and/or if you are a member of a pension scheme, of it you are associated with a trust or other investment product or service, the information we collect from them will most likely have been provided by them to us on your behalf.
We are committed to the confidentiality of your personal information and to protecting your privacy.
We only collect and process your personal and financial or sensitive personal information in order to fulfil the specific tasks you have engaged us to do for you.
We will ensure the information is relevant and up to date and we will only retain the information for as long as it is needed for your specific purpose or for as long as we are required to do so by law.
All of your personal and financial information with us is stored on secure servers in the UK.
We only access your personal and financial information using our own approved equipment in a controlled environment.
The vast majority of your information is processed in the UK and European Economic Area (EEA).
However some information may be processed by our trusted partners outside of the EEA.
We ensure that your information is protected to at least an equivalent level as would be the case with UK/EEA privacy laws and undertake with our trusted partners to ensure this is the case.
If you would like to see the credentials of our trusted partners for our secure storage, secure portal, software providers and other financial services providers, please do not hesitate to contact us.
We will never sell your personal information to any third party at any time.
We may share your personal information with third parties, if required to do so in order to fulfil the task we are undertaking for you or in order to remain compliant with our regulators, supervisory authority of the law. This may include sharing your personal information with:
Your advisor, employer or business associates
Family or associates or representatives, including legal representatives, of the person whose personal data we are processing
Companies who help us keep in touch with you, such as out internet service provider or our secure platform provider or our trusted financial services or digital software partners
Our regulators or supervisory authority, such as the Financial Conduct Authority (FCA) or the Information Commissioner’s Office for the UK (ICO) or ombudsmen
Her Majesty’s Revenue and Customs (HMRC)
Law enforcement agencies for the prevention and detection of crime
We like to personally review your products and services with us on an annual basis, as a minimum.
But your privacy is also important to us.
We may put client newsletters on our website, to update you on the latest news and products and services on offer to you as our clients.
We may also send client newsletters, with updates and news on the latest products and services, to you personally by post, via email or via our secure portal.
If you would like to opt out of our client newsletter as a direct email or portal communication, please contact us to let us know:
Fawbert Adams Limited
43 Clarence Road
Tel 01276 276671
or email us on: email@example.com
If there is any part of this policy which is unclear or if you would like to discuss your rights under this policy, please do not hesitate to contact us on the address below.
You have the right to request to see the personal and financial data we store securely about you.
You have the right for your personal information to be rectified if you believe it to be incorrect.
You have the right to request for some or all of the data we hold about you to be deleted if there are no compelling reasons for us to hold it. There are some restrictions on deleting your personal information, as we are subject to regulatory and legal requirements but we will always take your requests very seriously and do our best to resolve any concerns you may have.
You have the right to move your personal information to use across different services in a safe and secure way; such as if you would like to move from one service provider to another.
You have the right to restrict the processing of your personal information; we may continue to collect and store your information but you may restrict how we process it, unless we are compelled to do so under regulatory, supervisory or legal requirements.
You have the right not to be subject of automated decision-making and profiling activity.
We will always do our very best to safeguard your personal and financial information and protect your privacy in line with data protection laws. The security of your information and your privacy is of the utmost importance to us.
If you feel we have fallen short of the expectations set out within our policy, please do not hesitate to contact us and we will do all we can to resolve your concerns:
Fawbert Adams Limited
43 Clarence Road
We are registered with the Information Commissioner’s Office (UK) under the registration reference Z2157021.
If you are not satisfied our efforts to resolve your concerns, then you have the right to complain to our supervisory authority at the following address:
Information Commissioner’s Office (ICO)