GDPR
Our data collection policy
We collect and process your personal data (as such term is defined in the UK General Data Protection Regulation (‘GDPR’)) in the course of providing our services. We are a data controller (as the term is defined in the GDPR) of such personal data.
Full details of how we process personal data can be found in our Privacy Notice, which is provided with our Client agreement. We may collect and process personal data in relation to your health where you provide this either in a written application or by speaking with an adviser.
This data will be collected and processed in accordance with our Privacy Notice and used solely for the purpose of researching and advising on one or more products to suit your needs and assisting you with the application for and ongoing management of such products. We may also pass this data to third party organisations of certain types, specifically:
- Best Practice IFA Group Limited or Evolution Wealth Network Ltd
- Service providers necessary for the provision of our services
- Financial service providers
- Financial product providers
- Financial comparison platforms
- Financial applications such as cash flow modelling
- Focused advice
Any such sharing of data is expressly for the purpose of providing you with the best possible advice and financial outcomes. We do not pass your data to third party organisations for marketing purposes.