When you respond to us by using one of the contact links or by telephone or in writing we will enter your details onto our client management system. We do this in order to ensure that we advise you properly and can accurately record our contact with you.
Once you proceed to become a full client of our firm we will collect and retain in both electronic and hard copy form information about your personal circumstances.
By responding to us with your personal data:
- You agree that the information we hold about you can be held on computer and/or paper files, in accordance with the Data Protection Act 1998 and amendments thereto.
- You agree that any information which you give us, including sensitive personal data such as health and medical records or sexual orientation may be disclosed to third parties, for example insurance companies or mortgage lenders as well as other professionals like medical practitioners, for the of processing your application and for the ongoing administration of your policy, plan or investment but for no other purpose. Your data may also be accessed by the Financial Conduct Authority in its role as Regulator under the Financial Services and Markets Act 2000.
- You agree that we may use the information we hold about you to contact you from time to time by post, fax or email or telephone to bring to your attention additional products or services that may be of interest or potential benefit to you. We will not sell or transfer this information to third parties for their marketing purposes excepting the circumstance where we may sell or transfer the business of Williams Farrall Woodward.
- We agree that any consent given by you to us under paragraph 3 above may be withdrawn by you at any time by contacting us in writing at: Priority House, 8 Turret Lane, Ipswich IP4 1DL