We are committed to protecting our customer's privacy in accordance with the General Data Protection Regulation (GDPR). You can read more about GDPR on the Information Commissioner's Office (ICO) website by clicking on the below link.
We are committed to the protection of our clients' privacy.
We will not sell or rent our clients' information to third parties under any circumstances.
We will not share our clients' information with third parties for marketing purposes.
Our clients have the right to ask for a copy of the information we hold about them.
Our Network (The On-Line Partnership Group Ltd) which acts as our Principal for regulatory purposes also complies with the GDPR.
The Woodham Partnership Limited is registered with the Information Commissioner's Office under registration reference Z117072X.
How we store client data
We store our client personal data in both paper and electronic formats.
Paper files are retained within our secure alarmed premises. Occasionally, a client file containing personal data may be taken outside of our premises, such as visiting a data subject's home or when working away from the office.
Our electronic files containing personal data are stored/backed-up in two locations:
1. Internal Server, sited on our premises.
2. Dropbox, which is a US-based company which complies with EU-US Privacy Shield Framework
We will not sell or rent your information to third parties under any circumstances.
We may share personal data with third parties, such as paraplanning services firms, technical or research software providers, product providers or investment companies, which assist us in providing suitable financial advice.
We do not usually transfer any personal data outside of the EU except when we need to perform pre-contractual measures (credit and ID checks) or because the checks we request are necessary for important reasons of public interest.
Other companies who may access your data
Links to other websites
Review of this Policy
We keep this Policy under regular review. We are committed to continuous implementation of technical and organisational measures to ensure we are doing the best we can at all times. Supervision of our commitment to the protection of our client data is the responsibility of our senior management.
This Policy was last updated in June 2023.
You may also contact us via telephone 01245 329333.