**01273525489NEWNUMBER** mail@griffithsmithfm.co.uk

Client Privacy Statement

Download our Client Privacy Statement

What Information Do We Collect About You? 

We collect information about you when you engage us for financial planning, financial advice,mortgage advice, or investment management services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services. 

We may also collect information when you voluntarily complete client surveys or provide feedback to us. 

Why Do We Need To Collect And Use Your Personal Data? 

The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we would also be unable to fulfil our legal and regulatory obligations. 

How Will We Use The Information About You? 

We collect information about you in order to provide you with the services for which you engage us. 

Who Might We Share Your Information With? 

If you agree, we may email you about other products or services that we think may be of interest to you. 

We will not share your information for marketing purposes with other companies. 

In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as product and platform providers that we use to arrange financial products for you. 

Where third parties are involved in processing your data we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they will only act in accordance with our written instructions.  

Where it is necessary for your personal data to be forwarded to a third party we will use appropriate security measures to protect your personal data in transit. 

To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes. 

How Long Do We Keep Hold Of Your Information? 

In principle, your personal data should not be held for longer than is required under the terms of our contract for services with you. However, we are subject to regulatory requirements to retain data for specified minimum periods. We also reserve the right to retain data for longer than this due to the possibility that it may be required to defend a future claim against us. In any case, we will not retain your personal data for longer than 5 years past the time of your death. 

You have the right to request deletion of your personal data. We will comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above. 

How Can I Access The Information You Hold About Me? 

You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information please email or write to us using the contact details noted below. 

When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use. 

We have an obligation to ensure that your personal information is accurate and up to date. 

Please ask us to correct or remove any information that you think is incorrect. 

Marketing 

We would like to send you information about our products and services which may be of interest to you. If you have agreed to receive marketing information, you may opt out at a later date.  

You have a right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please contact us by email or post. 

Other Websites 

Our website contains links to other websites. This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies. 

How To Contact Us 

Please contact us if you have any questions about our privacy policy or information we hold about you by email at: mail@griffithsmithfm.co.uk , or write to us at:

Griffith Smith Financial Management Limited

West Wing

47 Old Steyne

Brighton

BN1 1NW

Griffith Smith Financial Management Limited is an appointed representative of North Laine Financial Management Ltd which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 704336 http://www.fca.org.uk/register.

Griffith Smith Financial Management Limited Registered Address: West Wing, 47 Old Steine, Brighton, BN1 1NW. Registered in England & Wales, No. 08943379.

Neither Griffith Smith Financial Management Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.