Richmond Financial Advice Ltd is a chartered financial planning practice delivering independent financial advice to individuals, families, business owners and trustees.  This privacy notice applies to our website only, the aim of which is to provide a brochure style service and medium to communicate news and helpful information to both existing and new clients.

At Richmond Financial Advice Ltd we respect your privacy and are committed to protecting the confidentiality of your personal information.  In doing so we follow the requirements of the UK General Data Protection Regulation ( UK GDPR ) that follows on from the European privacy law that took effect on May 25, 2018 and has been retained by the UK government, following the UK’s exit from the European Economic Union. It sets forth rules governing how companies may collect, store, and use personal data pertaining to and/or originating from individuals in the UK and the EEU.

We welcome the transparency this provides our website visitors and this privacy notice lets you know the data we may collect, why and how we process it, how long we keep it for, who we may be sharing it with and how to exercise your rights over your data.

Through the website we may collect and process the following:
 

• Information that you provide us by completing our online forms or registering for any service that we might provide. For example, name, contact details, data that is known as personal identifiers that could be used to identify a living person.

• Details of your visits to our site including, but not limited to, traffic data, location data, weblogs, other communication data and the other resources you access.

We are not interested in gathering sensitive personal data through the website and prefer to limit the amount of personal data, to that which you chose to provide on any of the online forms.  We hope that you become a client of ours, at which point, we will need to gather a lot more information in order to understand your objectives and advise you accordingly. Details and processing of the information we collect at this stage,  is covered in our retail client agreement and client privacy notice.

Most of the personal information we process is provided to us directly by you for one of the following reasons:
 

• You will have completed an online enquiry form or another request for information. We collect just enough personal information to enable effective communication with you.

We use the information that you have given us in order to respond to your enquiry or request for information.  

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​We do not share your information with other organisations or individuals.

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Your trust means everything to us.   If you have any concerns about our use of your personal information, you can address your concerns to us at: 

Data Protection Officer

Richmond Financial Advice Ltd

21A High Street,

Teddington,

TW11 8EU 

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Telephone : 020 8977 2899

Email :  hello@richmond-financial-advice.com

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You can also voice your concerns to the ICO if you are unhappy with how we have used your data at their address: 

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Information Commissioner’s Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

Helpline number: 0303 123 1113

ICO website: https://www.ico.org.uk