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Parker Chartered Accountants and Financial Advisors Privacy Policy

In this Privacy Policy the terms, 'we' or 'us' is Parkers Accountants and Financial Advisors which is a trading name of PLW Advisors Ltd, Parker Financial Planning LLP, Parker Tax & Trusts Ltd

Your privacy is important to us and we are committed to keeping your information secure and managing it in accordance with our legal responsibilities under applicable data protection laws. We are registered with the UK Information Commissioner's Office (ICO) as a data controller under registration number ZA244601.

Please read this Privacy Statement carefully as it contains important information to help you understand how and why we process any personal information that you give to us.

What Information We Collect

We process personal information which you give us:

  • As a customer to provide you with the services you have requesting such as accounting, auditing, consultancy and/or independent financial advisory services
  • Whilst servicing your account through our website, in writing or over the phone
  • If you request information or assistance from us
What personal information we process

This includes:
  • personal details such as you date of birth, address, National Insurance Number, telephone number and email address 
  • Family, lifestyle and social circumstances
  • Financial details such as your income and information about your savings accounts
  • Education details 
  • Employment/self-employment details
Special Categories of Personal Data

Special categories of personal data include information about an individual's health and other categories of personal information which are closely protected (e.g. ethnicity or biometrics).

We will process sensitive classes of information that may include physical or mental health details, racial or ethnic origin, religious or other beliefs and trade union membership where you have voluntarily provided this information to us and have agreed that we can use this information to deliver products and services to you.  Where possible we shall seek to minimise the collection and use of such special categories of personal data.

How we use your Information

We use your information to: 
  • provide accounting, auditing, consultancy and independent financial advisory services 
  • provide and service your account
  • Comply with legal obligations for the prevention of financial crime and money laundering
We will process your information where we have a legitimate interest to do so, where we permitted by law or to comply with applicable law and regulation.

 PURPOSE   LEGAL BASIS
 Providing a service and internal processing
To assess your financial needs and provide you with suitable products and services
  • Legitimate interest to provide and manage the service
  • Where special categories of personal data are processed, these are necessary to assess your needs
To service and administer your account 
  • Legitimate interests to provide and manage the service
To verify the identity of our customers
  • To comply with legal obligations to prevent money laundering
To confirm, update and improve our customer records
  • To comply with legal obligations in the Data Protection regulations 
To provide you with any information on the services that you have requested
  • Legitimate interests to provide information on the services you have requested
 Relationship Management
To manage and develop our relationship with you
  •  Legitimate interest to service your account and improve our service to you
To inform you of products and services that may be of interest to you, where you have chosen to be made aware of this
  • With your consent
Training and development
For training purposes and to improve our service to you
  • Legitimate interests to improve our services and develop our employees
Complying with Legal Obligations 
 
To prevent, investigate and prosecute crime, fraud and money laundering
  • To comply with legal obligations for prevention of financial crime and money laundering
For auditing purpose
  • To comply with legal obligations to conduct audits
If we are obliged to disclose information by reason of any law, regulation or court order
  • To comply with legal obligations
Other 
To transfer information to any entity which may acquire rights in us
  • Legitimate interests for commercial interests
For any other purpose to which you agree.
  • With your consent

How we retain your personal information

We will retain your personal information in accordance with applicable laws.  We will take reasonable steps to destroy or anonymise personal information we no longer need for the purposes we have set our above.

Our retention periods are:

Type of personal Information Retention Period
General personal data which include your normal personal data, personal identity and personal financial data
  • 6 years after the end of our relationship with you
Special categories of personal data 
  • 6 years after the end of our relationship with you


How we share your information

Where necessary or required we share information with:

  • Credit reference agencies and other companies for use in credit decisions and fraud prevention.
  • business associates to obtain a quote for you or to provide with related services you have requested
  • regulatory authorities to comply with our legal obligations
  • current, past or prospective employers to verify your financial information

Information Security

We invest appropriate resources to protect your personal information, from loss, misuse, unauthorised access, modification or disclosure. However, no internet-based site can be 100% secure and we cannot be held responsible for unauthorised or unintended access that is beyond our control.

Updates

We will keep this Privacy Statement under review and make updates from time to time. Any minor changes to this Privacy Statement will be posted on this page and we will communicate any major changes to you.

Cookies

Our website uses cookies (including Google Analytics cookies to obtain an overall view of visitor habits and visitor volumes to our Website).

Links

Where links are provided to other websites it should be noted that they are not and cannot be governed by our Privacy Statement. We cannot guarantee your privacy when you access other websites through any link provided on this website.

Your Rights

You have the right to request copies of your personal information within our custody and control and details of how we use that information. If you think any of the personal information we hold about you is inaccurate, you may also request it is corrected or erased. You also have a right, in certain circumstances, to object to our processing of your personal information, to require us to stop processing your personal information and/or to withdraw your agreement to processing based on 'consent', but this does not apply where we have other legal justifications to continue processing your data or an overriding legitimate interest.

In relation to all of these rights, please write to us at the address below.

Complaints Process

If you have a complaint about how we have handled your personal information you may contact us using the details below and we will investigate your complaint. You also have the right to complain to the Information Commissioner’s Office, which regulates the processing of personal data.

Contact Us

You can contact us by writing to us at:

Parker Chartered Accountants + Financial Advisors of Blythe Valley Park,
Regus Building,
Solihull,
B90 8AG  

Telephone queries can be made to 0121 704 1354.
Parker Chartered Accountants and Financial Advisors is the trading name for PLW Advisors Ltd (Registered No. 10396831), and Parker Financial Planning LLP (Registered No. OC347027). Parker Financial Planning LLP is authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales – registered office contact details here