Client Privacy Policy and Terms & Conditions
Pareto Financial Planning Ltd needs to collect, maintain and use personal data relating to you, in order to process your applications and provide appropriate advice during your time as a client. We have set our privacy and data collection notice within the documents linked opposite.
Website Privacy Policy
We are committed to respecting and protecting your privacy. This Privacy Policy sets out the type of information we collect from you and what we do with that information. We will only collect and use personal data in ways that are described here, and in a way that is consistent with our obligations and your rights under the law.
Please read this Privacy Policy carefully as by visiting our website (www.paretofp.co.uk) you will be bound by the terms of this Privacy Policy. If you do not accept and agree with this Privacy Policy, you must stop using the site immediately.
About us
This site is owned and operated by Pareto Financial Planning Ltd registered in England and Wales No. 06582775.
Registered Office: The Old Schoolhouse, 5-7 Byrom Street, Spinningfields, Manchester, M3 4PF
We are authorised and regulated by Financial Conduct Authority under number 618272.
What does this policy cover?
This Privacy Policy applies only to your use of our website and does not extend to any websites that can be accessed from this website including, but not limited to, any links we may provide to social media websites.
However, once you have used these links to leave our site, we have no control over how your data is collected, stored, or used by other websites. We advise you to check the privacy policies of any such websites before providing any data to them.
What data do we collect?
Depending upon your use of our site, we may collect some or all of the following personal and non-personal data (please also see our cookie policy on our use of cookies and similar technologies):
- Name;
- Email address;
- Telephone number;
- IP address;
- Web browser type and version;
- Operating system.
Your personal data
We do not share any data with third parties for marketing or promotional purposes.
Only if you engage with the professional services of Pareto Financial Planning will we potentially share your personal data with:
- Product providers
- Third parties who we believe will be able to assist us with your enquiry or application, or who are able to support your needs as identified. These third parties will include but may not be limited to, our compliance advisers and product providers (in each case where we believe this to be required due to your particular circumstances).
In each case, your personal data will only be shared for the purposes set out in our Privacy Notice to provide you with our professional services.
Please note that this sharing of your personal data does not entitle such third parties to send you marketing or promotional messages; it is shared to ensure we can adequately fulfil our responsibilities to you, and as otherwise set out in our Privacy Notice.
We do not envisage that the performance by us of our service will involve your personal data being transferred outside of the European Economic Area (EEA). Should this be the case, however, we will ensure that it is protected to the same extent as in the UK and the EEA.
How to contact us
If you have any questions or comments about this policy, or wish to make contact in order to exercise any of your rights set out within it please contact:
In writing:
The Data Protection Officer
Pareto Financial Planning Limited
The Old Schoolhouse, 5-7 Byrom Street,
Spinningfields, Manchester, M3 4PF
Telephone: 0161 819 1311
Email: DataProtection@paretofp.co.uk
If we feel we have a legal right not to deal with your request, or to action it in a different way to how you have requested, we will inform you of this at the time.
You should also make contact with us as soon as possible on you become aware of any unauthorised disclosure of your personal data, so that we may investigate and fulfil our own regulatory obligations.
If you have any concerns or complaints as to how we have handled your personal data you may lodge a complaint with the UK’s data protection regulator, the Information Commissioner’s Office (ICO), who can be contacted through their website at https://ico.org.uk/global/contact-us or by writing to Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.
