What is this Privacy Policy for?

This privacy policy is for this website www.hgfinancialplanning.co.uk and served by HG Financial Planning and governs the privacy of its users who choose to use it.

With a view to complying with the GDPR and EU data protection regulations, this privacy policy sets out how we use and store your data. If you have any questions at all about how we use or store your data, please contact us directly at info@hgfinancialplanning.co.uk

The Website

This website and it’s owners take a proactive approach to user privacy and ensure the necessary steps are taken to protect the privacy of its users throughout their visiting experience. This website complies to all UK national laws and requirements for user privacy.

Use of Cookies

This website uses cookies to better the users experience while visiting the website. This website uses a cookie control system allowing the user on their first visit to the website to allow or disallow the use of cookies on their computer / device. This appears in the form of a pop-up box.

This complies with recent legislation requirements for website’s to obtain explicit consent from users before leaving behind or reading files such as cookies on a users computer / device.

What Are Cookies and What Do They Do?

Cookies are small files saved to the users computers hard drive that track, save and store information about the users interactions and usage of the website. This allows the website, through it’s server to provide the users with a tailored experience within this website.

Users are advised that if they wish to deny the use and saving of cookies from this website on to their computers hard drive they should take necessary steps within their web browsers security settings to block all cookies from this website and it’s external serving vendors. You will be able to do this within the settings of your website browser.

Cookies We Use

This website uses tracking software to monitor it’s visitors to better understand how they use it. This software is provided by Google Analytics which uses cookies to track visitor usage. The software will save a cookie to your computers hard drive in order to track and monitor your engagement and usage of the website but will not store, save or collect personal information. You can read Google’s privacy policy here for further information.

Other cookies may be stored to your computers hard drive by external vendors when this website uses referral programs, sponsored links or adverts. Such cookies are used for conversion and referral tracking and typically expire after 30 days, though some may take longer. No personal information is stored, saved or collected.

We also use cookies to remember information you have previous submitted. If you wish to remove these cookies you can do so via deleting cookies in your browser settings.

Contact & Communication

Users contacting this website and/or it’s owners do so at their own discretion and provide any such personal details requested at their own risk.

We only collect information which is absolutely necessary to us. This may include;

  • First Name & Surname
  • Contact Phone Number
  • Email Address
  • Any details specific to your enquiry request.

You must give us our express consent to use this information by ticking the check box on our contact forms. Failure to do this will mean we can’t contact your regarding your enquiry. We do not sell your data. We do not pass on your data to third parties without express consent from yourself – and this would only be in circumstances where we have asked your permission first – (e.g. referring you to a third party we work with).

The information you send to us by email is stored for no longer than needed. Once your enquiry has been deemed dealt with, we will then delete your information. We do not currently use any form of Client Relationship Management, if this changes we will update this page and inform people through our social media accounts and those who have subscribed to our email subscription service.

If you have any concerns or would like to see the information we hold regarding you, please feel free to contact us : info@hgfinancialplanning.co.uk

External Client Software

This website provides a link to secure customer management software. This allows you to access your portfolio through the True Potential ClientSite portal. This is third party software that our website redirects you to. This software is bound by the terms and conditions of True Potential and full documentation on the use and privacy/cookies of this software can be found here.

Marketing Communications.

To receive marketing communications from us you must OPT-IN to our email marketing. We will not automatically register you for this. Once subscribed, you can unsubscribe at any time.

External Links

Although this website only looks to include quality, safe and relevant external links users should always adopt a policy of caution before clicking any external web links mentioned throughout this website.

The owners of this website cannot guarantee or verify the contents of any externally linked website despite their best efforts. Users should therefore note they click on external links at their own risk and this website and it’s owners cannot be held liable for any damages or implications caused by visiting any external links mentioned.

Social Media Platforms

Communication, engagement and actions taken through external social media platforms that this website and it’s owners participate on are custom to the terms and conditions as well as the privacy policies held with each social media platform respectively.

Users are advised to use social media platforms wisely and communicate / engage upon them with due care and caution in regard to their own privacy and personal details. This website nor it’s owners will ever ask for personal or sensitive information through social media platforms and encourage users wishing to discuss sensitive details to contact them through primary communication channels such as by telephone or email.

This website may use social sharing buttons which help share web content directly from web pages to the social media platform in question. Users are advised before using such social sharing buttons that they do so at their own discretion and note that the social media platform may track and save your request to share a web page respectively through your social media platform account.

Shortened Links in Social Media

This website and it’s owners through their social media platform accounts may share web links to relevant web pages. By default some social media platforms shorten lengthy url’s [web addresses] (this is an example: http://bit.ly/zyVUBo).

Users are advised to take caution and good judgement before clicking any shortened url’s published on social media platforms by this website and it’s owners. Despite the best efforts to ensure only genuine url’s are published many social media platforms are prone to spam and hacking and therefore this website and it’s owners cannot be held liable for any damages or implications caused by visiting any shortened links.

Complaints

If you have any complaints you wish to make about the service, the website or how your data is handled then please email us : info@hgfinancialplanning.co.uk

We look to reply to all complaint enquiries within 24 hours.