Privacy policy

Privacy policy statement

The Financial Advice Company is an independent financial advisory company. This privacy policy explains how we use any personal information we collect about you when you use our services.

What information do we collect about you?

Once you have agreed to use our services we collect information from you about your personal and financial circumstances, your needs and objectives and your attitude to risk.

We subsequently update this information at least once a year when we review your financial arrangements and when we place an instruction to execute transactions for products or services.

We may also collect information about you if, for example, you voluntarily complete customer 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 will we use the information about you?

We use the information we have collected about you:

  • To advise you and make sure that our recommendations are appropriate for your circumstances, your needs and objectives and your attitude to risk.
  • To manage your account, process your orders and, if you agree, to contact you about products and services we think may be of interest to you.
  • If you provide information through our website, we may use that information to personalise your repeat visits to the website.
  • With your prior agreement, we will pass on your relevant personal information to third parties involved in your 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).

 

Marketing

We would like to send you information about products and services of ours which may be of interest to you. If you have consented to receive marketing, you may opt out at a later date.

You have the right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please refer to the contact section below.

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 may make a small charge for this service. 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

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

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.

Changes to our privacy policy

We keep our privacy policy under regular review. If it is updated we will provide you with an updated Privacy Policy Statement. This privacy policy was last updated on 10 January 2018.

How to contact us

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

Our address is The Gatehouse Business Centre, Mansion Gate, Leeds, LS7 4RF.

We can also be contacted by email at info@thefinancialadvicecompany.com or by telephone on 0113 262 1424.

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What our customers say

We have been clients of The Financial Advice Company for ten years. Throughout that time they have provided good financial advice in a professional & friendly manner.

Professional, personal and a friendly service… Prepared to listen and discuss my requirements in depth…. I can highly recommend all the team at The Financial Advice Company, for looking after my interests for my future and for my family’s future.

We particularly value the future projections of our financial position. We consider that this helps to plan sensibly for the future particularly taking into account age and health prospects and provides reassurance as to a secure financial future.

The tool used to demonstrate different financial scenarios is fabulous to help plan my future savings and more importantly my future spending!

I have no hesitation in recommending them for first rate independent financial advice and management.

I have been a client of the Financial Advice Company for over 5 years and in all of that time I have found the advisors and their administrative staff both courteous and helpful.

The choice of TFAC as my financial adviser… has been one of the best financial decisions I have ever made. Advice has been given… and proposals have been drawn up on optimum ways to proceed. This has always been followed up by clear and concise documentation.

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