Privacy Policy

Wells Gibson Limited (Wells Gibson) is an independent financial planning company.  This privacy policy explains how we use any personal information we collect about you when using the services of Wells Gibson.

We respect your right to control how your personal data is used, however, in order to offer our services, we do need to process some personal data.  This privacy policy describes how we will do this. It also explains your data subject rights and our use of cookies if use our website.  The policy complies with the Data Protection Act 1998.

Wells Gibson is registered with the Information Commissioner’s Office to process personal data: registration number ZA158227.

What information do we collect about you?

We collect information about you once you talk to us about your personal and financial circumstances.  We may also collect information about you if you voluntarily complete surveys or provide feedback, for example.  If and when we use our website to collect information about you the information may be collected using cookies.

How do we use this information about you?

We collect information about you to provide you with advice and recommendations, to periodically process your orders and to manage your account.  If you have agreed, we will pass on your relevant personal information to other companies, party to transactions.  We may be required to share your information with our regulators, compliance consultants, credit reference agencies and fraud prevention agencies (including for tax and anti-money laundering purposes).

How long will we hold the information about you?

If we acquire information about you before we agree services, we will retain that information for a reasonable time (usually a year) in case you change your mind.

Once we have formally agreed services, we will retain your information for the duration of those services and for a period beyond that, which will broadly be in line with the period we will be legally at risk.  This is usually 15 years except in specific and exceptional circumstances.

You can ask us to delete information we hold about you at any time, which we will do unless we have legal reason not to.

Marketing

Wells Gibson does not use your data for marketing purposes.  We may however contact you to invite you to events, that we may organise or to supply you with information regarding changes to laws and regulations.

We will not pass on your details to a third party for marketing purposes.

Access to your information and correction

You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email or write to us at the address below.  We want to make sure that your personal information is accurate and up to date.  You may ask us to correct or remove information you think is inaccurate.

Cookies on our Website

Our website uses cookies for the purpose of tracking user behaviours.  We do not use cookies to collect information for marketing purposes.

Cookies are text files placed on your computer to collect standard internet log information and visitor behaviourinformation.  This information is used to track visitor use of the website and to compile statistical reports on website activity.  For further information, please visit www.aboutcookies.org or www.allaboutcookies.org.  You can set your browser not to accept cookies and the above websites tell you how to remove cookies from your browser.  However, in a few cases some of our website features may not function as a result.

Other websites

Our website contains links to other websites.  This privacy policy only applies to our own website so when you link to other websites you should read their own privacy policies.

Processing of special categories of personal information

From 25 May 2018 as a part of the changes to the General Data Protection Act we are required to seek explicit consent from you with regards to processing your personal data and that of others when it concerns specific sensitive data such as health information, or sexual orientation or with regards to a child under 13 years old.

Health

In order to make a suitable personal recommendation to you we will need to gather health information about you. This data may need to be shared with third parties to allow for the research and establishment of a suitable policy or annuity contract.

Other natural persons

During the course of our discussions, you may disclose information about another natural person. In this scenario you must be able to confirm that you have consent to so. We may provide, where reasonable, a copy of our Privacy Notice to those individuals identified.

Children

A key part of the wealth planning and advice process is advising families as to their finances.  This often includes collecting data on dependents who may be less than 13 years of age.  In this scenario consent cannot be granted without parental approval to process the personal data of a child less than 13 years of age.

Changes to our privacy policy

We keep our privacy policy under regular review and we will place any updates on our website. This privacy policy was last updated on 18 May 2018.

How to contact us

Please contact us if you have any questions about our privacy policy or information we hold about you:

By email to:   integrity@wellsgibson.uk

By post to:    Wells Gibson Limited

Prospect House, Prospect Business Centre

Gemini Crescent

Dundee

DD2 1TY

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