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We take your privacy very seriously and ask that you read this notice carefully as it contains important information about who we are, how and why we collect, store, use and share personal data, your rights in relation to your personal data and on how to contact us and supervisory authorities in the event that you have a complaint.
Chester Financial Wealth Management Limited collects, uses and is responsible for personal data about you. We are required to comply with data protection regulation and we are responsible as the data controller of that personal data for the purposes of the law.
We provide financial planning, financial advice and intermediary product arrangement services to individuals and businesses.
In the course of providing our service to you we may collect the following personal data when you provide it to us:
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Contact information |
This includes any information that can be used to contact a person such as title, forename, surname, personal telephone number and email address. This may also include work contact information such as business name, work telephone number and email address. |
The below table sets out how we use your personal data, the the lawful bases upon which we collect and use your personal data who we routinely share your personal data with:
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Reason for Data Processing |
Lawful Basis for Data Processing |
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To provide you with financial planning, financial advice and any intermediary services |
Performance of contract |
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To provide you with details of products and services we offer and from third parties that may be of interest to you in accordance with your preferences.
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Consent |
| To retain records of any financial planning, financial advice, product arrangement or other services provided to you by us to meet regulatory requirements. | Compliance with a legal obligation |
| To retain records of any financial planning, financial advice, product arrangement or other services provided to you by us to defend potential complaints or legal claims. | Legitimate interests |
In the course of our activities relating to the prevention, detection and investigation of financial crime, we may process criminal conviction or offence information. Where we do so, in addition to the lawful basis for processing this information set out in the above table, we will be processing it for the purpose of compliance with regulatory requirements relating to unlawful acts and dishonesty.
We may use personal data that we hold about you to help us identify, tailor and provide you with details of products and services from us, or third parties that may be of interest to you in accordance with your preferences.
You can opt-out of receiving marketing material, or you can change your marketing preferences at any time by emailing your instructions to: enquiries@chesterfinancial.co.uk You can also opt-out of marketing by clicking the 'Unsubscribe' link at the bottom of any marketing email.
We will tell you if providing some personal data is optional and ask for your consent to process it. In all other cases you must provide your personal data in order for us to provide you with our services.
We will retain personal information we collect when we have an ongoing legitimate need to do so.
When we no longer have a legitimate need to retain personal information, we will either delete it or anonymise it, or, if this is not possible then we will securely store it and isolate it from any further processing until deletion becomes possible.
We will not transfer personal data from this website to countries which are located outside the European Economic Area.
You have legal rights under data protection regulation in relation to your personal data as follows:
We respond to all requests we receive from individuals wishing to exercise their data protection rights in accordance with applicable data protection laws.
We have appropriate security measures in place to prevent personal data from being accidentally lost, used or accessed in an unauthorised way. We limit access to your personal data to those who have a genuine business need to know it. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality.
We also have procedures in place to deal with any suspected data security breach. We will notify you and any applicable regulator of a suspected data security breach where we are legally required to do so.
If you are not happy with the way we are handling your information, you have a right to lodge a complaint with the Information Commissioners Office (ICO). It has enforcement powers and can investigate compliance with data protection regulation (www.ico.org.uk).
We ask that you please attempt to resolve any issues with us before the ICO.
Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.
Telephone: 0303 1231113. Fax: 01625 524510
If you are not satisfied with the level of information provided, or you would like to exercise any of the above rights or make a complaint, please email: The Data Protection Officer at dataprotection@corbelpartners.co.uk, or write to: The Data Protection Officer, Corbel Partners Limited, 750, Mandarin Court, Warrington, WA1 1GG, with enough information to identify you, e.g. name, telephone number, email address.
Please also provide proof of your identity and address, and explain the information to which your request relates.