Stan Sherlock Associates Ltd are committed to protecting and respecting your privacy.
This Policy explains when and why we collect personal information about people who visit our website and how we use it.
We may change this Policy from time to time so please check this page occasionally to ensure that you’re happy with any changes. By using our website, you’re agreeing to be bound by this Policy.
Any questions regarding this Policy and our privacy practices should be sent by email to firstname.lastname@example.org.
Who are we?
Stan Sherlock Associates Ltd are financial planning consultants based in Carlisle, Cumbria.
Our business address is 26 Lowther Street, Carlisle, Cumbria CA3 8DA
How do we collect information from you?
We obtain information about you when you use our website, for example, when you contact us about our services or if we meet in person for the same reason.
We also collect information from you when you agree to any contract with us, and any contact details are stored in our accounting platform.
Any payments you make to us via BACS, online bank transfer, PayPal or by cheque are also recorded by our bank - we do not control their own data collection and storage policies and security, however we are happy with their policy at the time of writing this policy.
What type of information is collected from you?
The personal information we collect might include your name, address, email address, IP address, and information regarding what pages are accessed and when.
How is your information used?
We may use your information to:
- To carry out our obligations arising from any contracts entered into by you and us
- To contact you in relation to any information you request from ourselves about our services
We review our retention periods for personal information on a regular basis. We are legally required to hold some types of information to fulfil our statutory obligations (for example financial and contractual obligations and records). We will hold your personal information on our systems for as long as is necessary for the relevant activity, or as long as is set out in any relevant contract you hold with us.
Who has access to your information?
We will not sell or rent your information to third parties.
We will not share your information with third parties for marketing purposes.
Please be reassured that we will not release your information to third parties for them to use for their own direct marketing purposes, unless you have requested us to do so, or we are required to do so by law, for example, by a court order or for the purposes of prevention of fraud or other crime.
How you can access and update your information?
The accuracy of your information is important to us. We’re working on ways to make it easier for you to review and correct the information that we hold about you. In the meantime, if you change email address, or any of the other information we hold is inaccurate or out of date, please email us at: email@example.com
You have the right to ask for a copy of the information that Stan Sherlock Associates Ltd holds about you.
Security precautions in place to protect the loss, misuse or alteration of your information
When you give us personal information, we take steps to ensure that it’s treated securely. Any details sent to us using the contact forms on our website are encrypted and protected with 256 Bit encryption on SSL. When you are on a secure page, a suitable notification will be shown by your web browser (e.g. Google Chrome or Microsoft Edge).
Non-sensitive details (your email address etc.) may be transmitted normally over the Internet, and this can never be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, we cannot guarantee the security of any information you transmit to us, and you do so at your own risk. Once we receive your information, we make our best effort to ensure its security on our systems. Where we have given (or where you have chosen) a password which enables you to access certain parts of our websites, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.
Use of 'cookies'
It is possible to switch off cookies by setting your browser preferences. For more information on how to switch off cookies on your computer, visit the help pages for your specific browser. Turning cookies of may result in a loss of functionality when using our website.
Links to other websites
In addition, if you linked to our website from a third party site, we cannot be responsible for the privacy policies and practices of the owners and operators of that third party site and recommend that you check the policy of that third party site.
16 or Under
We are concerned to protect the privacy of children aged 16 or under. If you are aged 16 or under‚ please get your parent/guardian's permission beforehand whenever you provide us with personal information.
Transferring your information outside of Europe
As part of the services offered to you through this website, the information which you provide to us may be transferred to countries outside the European Union (“EU”). By way of example, this may happen if any of our servers are from time to time located in a country outside of the EU. These countries may not have similar data protection laws to the UK. By submitting your personal data, you’re agreeing to this transfer, storing or processing. If we transfer your information outside of the EU in this way, we will take steps to ensure that appropriate security measures are taken with the aim of ensuring that your privacy rights continue to be protected as outlined in this Policy.
If you use our services while you are outside the EU, your information may be transferred outside the EU in order to provide you with those services.
Review of this Policy
We keep this Policy under regular review. This Policy was last updated in December 2019.