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Privacy Policy

The purpose of this Notice

As part of our arrangement with you, Brancaster House Financial Planning Ltd (Brancaster House) have obligations under privacy laws, including the Data Protection Act (the “Act”) to notify how it will process any personal information it collects.


This Notice will make clear what personal information we collect, how that information is used, under what circumstances it is transferred, and how you may view and amend such information. You can be assured that we will treat all personal information as confidential and will not process it other than for a legitimate purpose.


Steps will be taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary. Measures will also be taken to safeguard against unauthorised or unlawful processing and accidental loss or destruction or damage to the information.

What type of personal information will be processed?

We collect and process personal data about you for the purposes of providing advice, administration and management services which are explained in more detail below. “Processing” is defined in the Act but could include obtaining, recording or holding information or data. “

Personal data

Is information which can identify you as a living individual, including where used in conjunction with other information.

Depending upon the types of products and services you require, the information collected and processed may also contain sensitive personal data, for the purposes of this act any information which we receive fairly and lawfully relating to one of the above categories constitutes sensitive personal data. Examples of likely items which may contain sensitive personal data (although this is not an exhaustive list) are life insurance questionnaires, medical reports and statutory sick pay self-certification forms.

Please note that as with personal data, you have freedom of choice when it comes to your decision as to whether you provide us with sensitive personal data. In addition to your right to request that we stop processing your personal data and sensitive personal data at any time.

You should however note that if you exercise this right or subsequently request that we stop processing all or part of your personal data and, or sensitive personal data, this could impact upon our ability to provide you with certain services.

How will my personal data be collected and used?

We collect personal data from you to the extent necessary to provide advice, administrative and management services and subject to the provisions below, related marketing activities. We may process your personal data and sensitive personal data for the following reasons:

  • The administration, management and provision of advice in relation to accounting and financial services.

  • Our legitimate business processes and activities including internal audit, accounting, business planning, proposed and actual transactions including joint ventures and disposals of business.

  • Compliance with the law, regulatory and other governance obligations

This list is not exhaustive and may be updated from time to time as business needs and legal requirements dictate. Some of the personal data that we maintain will be kept in paper files, while other personal data will be included in computerised files and electronic databases.

Who might my personal data be shared with?

Your personal data will be made available for the purposes mentioned above. It will be shared with:

  • Staff of Brancaster House to enable them to act on your behalf

  • For clients of both Brancaster House Financial Planning Ltd, information will be shared between the two businesses. This information may include personal details, assets, liabilities, income and expenditure, taxation data and any other data collated by either firm for the purpose of acting on your behalf

  • Third parties providing relevant services to us such as, information technology and technical support

  • In respect of Brancaster House Financial Planning Limited, our regulator, the Financial Conduct Authority, and the Financial Ombudsman Service

Certain personal data will also be reported to government authorities where required by law and for tax or other purposes. Personal data may also be released to external parties as required by legislation, or by legal process, as well as to companies you authorise us to release your personal data to. We will not sell your personal data to any third party.


We may wish to provide you with:

  • Information about new products, services, promotions, and other information in which we think you may be interested. Information regarding transactions between us, or your customer relationship with us

  • We may send you such information by postal mail or e-mail. If you do not want your information used for direct marketing purposes at any time, please contact us by e-mail at or by telephone on 01603 633344 to let us know.

Your right to review and amend personal data

You have the right to review your personal data and sensitive personal data held by us and have any inaccurate information about you corrected. If you wish to do so, or to notify a change in your details, please contact The Data Protection Officer at or write to the address below. You may be charged a fee (subject to the statutory maximum) for supplying you with such data.

How to request that we cease processing your personal data

If at any time you wish us to cease processing your personal data or sensitive personal data, or contacting you for marketing purposes, please contact us on 01603 633344 or in writing to the address below.

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