Privacy Statement
We only collect personal information that is necessary for us to respond to your enquiry, provide financial advice, or meet our regulatory obligations.
Our commitment to you
We only collect personal information that is necessary for us to respond to your enquiry, provide financial advice, or meet our regulatory obligations. We never sell your data, and we only share it where the law requires or where it is essential to deliver our services.
How we use your information
The information you provide may be used to:
- respond to your enquiries
- assess your financial needs
- provide regulated financial advice
- meet FCA and GDPR compliance requirements
- keep our records accurate and up to date
Any processing of your personal data is carried out lawfully, fairly, and transparently.
Storing your information
We store personal information securely and only for as long as necessary.
Access is restricted to those who need it to carry out their role.
Your rights
Under UK GDPR, you have the right to:
- access the personal information we hold about you
- request corrections if any details are inaccurate
- request deletion of your information in certain circumstances
- object to or restrict processing where appropriate
If you would like to exercise any of these rights, please contact us.
Keeping you informed
We will update this statement if our data practices change or if legislation requires it.
For more detailed information about how we handle personal data, please refer to our full Privacy Policy.
Contact
If you have any questions about how your information is used, please contact us directly at info@shaunhartcfp.co.uk or written to us at:
Shaun Hart Chartered Financial Planner
Woodstock House
The Avenue
Kingston
Lewes
East Sussex
BN7 3LL
Shaun Hart FPFS, AIFP, CFPCM, Certs CII (MP & ER)
- 01273 486 220
- 07876 386 577
Shaun Hart is a Fellow of the Personal Financial Society and a holder of both the Chartered Financial Planner and Certified Financial Planner (CFPCM) qualifications.