Concept Financial Planning: Privacy Statement

This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Concept Financial Planning Ltd for advice.

HOW WE USE COOKIES

Our website uses session only cookies. That means, they are deleted as soon as you exit your browser. A cookie is a small file of letters and numbers that we put on your computer if you agree. These cookies allow us to distinguish you from other users of the website which helps us to provide you with a good experience when you browse our website and also allows us to improve our site.

The cookies we use on our website are ‘analytical’ cookies. Google Analytics cookies allow us to recognise and count the number of visitors and to see how visitors move around the site when they’re using it. This helps us to improve the way our website works, for example by making sure users are finding what they need easily. You can read more about the individual analytical cookies we use and how to recognise them here.

You can learn how to delete and control cookies stored on your computer here.

Disclaimer

INFORMATION HELD ABOUT YOU

In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to assess your suitability for particular products and services.
By providing us with your personal data:

  1. You agree that the information we hold about you can be held on computer and/or paper files, in accordance with the Data Protection Act 1998, and any subsequent amendments thereto.
  2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to third parties (e.g. credit reference agencies and medical practitioners, where relevant) for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose. Your information may also be accessed by Intelligent Office Ltd for the purpose of web site maintenance and administration, and the Financial Services Authority for investigative work.
  3. You agree that we may use the information that we hold about you to contact you from time to time by post, fax, e-mail or telephone to bring to your attention additional products or services, which may be of benefit to you.
  4. We agree that any consent given by you under paragraph 3 above may be withdrawn by you at any time by contacting us in writing at:

Bank Chambers
2 Church Street
Reigate
Surrey
RH2 0AN

T: 01737 225 665