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01675 469085
This notice sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.
This privacy notice explains:
In this document, “We” and “Us” and refers to Knight Parker Wealth Management LLP, Quilter Financial Planning and its subsidiary companies.
At Knight Parker Wealth Management LLP we respect your privacy and the confidentiality of your personal information.
Knight Parker Wealth Management LLP is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited
Knight Parker Wealth Management LLP provide financial planning solutions and advice through experienced and qualified advisers based in the UK.
Currently, Knight Parker Wealth Management LLP and Quilter Financial Planning (Quilter) jointly determine the purposes and means of processing personal client data relating to giving advice. This means we’re joint data controllers for these core advice giving activities and therefore responsible for managing this client data and ensuring compliance.
However, Knight Parker Wealth Management LLP is solely responsible for some activities, for example any direct marketing that we undertake.
We will comply with relevant data protection law. Such laws require that the personal information we hold about you must be:
We try to be as open as we can be in terms of giving people access to their personal information and therefore have outlined your rights below
You have the right to ask us:
In certain circumstances you also have the right to:
For information about your individual rights, including how to correct, restrict, delete, make changes to your personal information or if you wish to request a copy of the personal information we hold about you, please contact us by emailing us at QFPDataGuardian@quilter.com.
More information about your data protection rights can be found on the Information Commissioner’s Office (ICO) website.as well as on other regulators’ websites.
If you would like to write to us, our postal address for data protection matters is:
The Office of Data Protection
Quilter Financial Planning
Senator House
85 Queen Victoria Street
London
EC4V 4AB
However, we have adopted a flexible model for working so please note that written communications will take longer to respond to.
This privacy notice was drafted with brevity and clarity in mind, however further information can be obtained by contacting us using the details in the "How to contact us" section. More information about your data protection rights can be found via:
Personal data means information by which you may be personally identified directly or indirectly.
We collect certain personal information about you, this includes your name, address, or phone number and other information. We collect this information about you when you:
The type of personal information we collect will depend on the purpose for which it is collected and may include:
We collect personal information directly from you. For example, we ask for personal information at the start of our relationship (e.g. when you apply for a policy or service) and in subsequent communications in order to manage our relationship.
If we provide a service to your employees or a scheme, then personal data in relation to those employees or members of the scheme isn’t processed by Us as part of the standard corporate advice process. This information is normally provided directly to the product provider.
In limited circumstances, we may need to collect employee personal data, and where we do, we act as data processer and it’s therefore provided to Us by yourself, with the knowledge and consent of your employees.
Where we provide our services to trusts, we collect the personal information listed for the settler, beneficiaries and trustees of that trust. Where we provide our services to companies we may collect personal information for Directors, Shareholders and Beneficial Owners of the company. Where we provide our services to charities, we may collect personal information about the trustees or directors of that charity.
We may also collect information about you from other sources such as:
We keep your personal information only as long as is necessary for the purpose for which it was collected, or for legal or regulatory reasons. Personal information will be securely disposed of when it is no longer required in accordance with our Personal Data Retention Standard.
Advice data is retained for 50 years to meet our regulatory requirements.
We may also gather more sensitive personal data, called special category data, for example, as part of recruitment. This type of data can include racial or ethnic origin, genetic or health information or sexual orientation. The processing of some of this data is necessary for us to fulfil the obligations on us. In such cases, we will always explain this during the process and explain what information we require and why it is needed. Where we do require it, we will always seek your consent. Special category data will always be processed and stored securely.
Where it is necessary, we may also collect information relating to an individual's criminal convictions. If this is the case we will explain what information we require, why it is needed and where required, will ask you for consent.
We also collect information about you from other sources. For example, our website automatically collects information from your computer using “cookies” which provides us with limited personal information. Cookies are small text files that are placed on your computer by websites that you visit. They’re widely used in order to make websites work, or work more efficiently, as well as to provide information to the website owners.
More information about the cookies we use on our website can be found here.
We process your information for the following purposes.
To perform our contract with you and to support and maintain that relationship. This includes the following:
To comply with legal and regulatory requirements. These requirements include the following:
For specific business purposes to enable us to provide you with appropriate products and services and a secure experience. Our business purposes include the following:
We may also process your personal data as part of an acquisition or sale. Should this happen, you’ll be notified about any change to processing or data controller arising as a result of this activity.
You have the right to object to us processing your personal information for some of the business purposes listed above but, if you do so, this may impact on our ability to provide some or all of our services to you.
We won’t process your employee’s data for the business purposes above. Our contractual relationship is with you and therefore any processing of data for business purposes will be undertaken with your data, not your employee’s.
Profiling involves the use of basic identifiers about you such as your name and address and matching this with information from Experian Marketing Services to create demographics and infer customer ‘types’. This helps us define groups based on factors like interests, age, location and more so we can better understand our customers to adapt and improve our products and services. If you would like to know more about the information we get from Experian Marketing Services, you can visit their Consumer Information Portal which explains who Experian Marketing Services are, what they do and why.
We operate under a number of legal bases as required under the regulations. These include:
We share your information with trusted third parties and service providers who perform tasks for us and help us to provide our products and/or services to you, and with other agencies where required by law, court order or regulation. These may include:
If you would like further information regarding the specific named recipients that we share data with, please contact us using the information in the “How to contact us” section.
We’re committed to ensuring the confidentiality of the personal information that we hold, and we continue to review our security controls and related policies and procedures to ensure that your personal information remains secure.
When we contract with third parties, we impose appropriate security, privacy and confidentiality obligations on them to ensure that personal information is kept secure and prevented from unauthorised or accidental access, processing, copying, modification, erasure, loss or use.
If we work with third parties in countries outside the United Kingdom, we ensure these are countries that the UK Government and the European Commission has confirmed have an adequate level of protection for personal information, or the organisation receiving the personal data has provided adequate safeguards and agrees to treat your information with the same level of protection as we would.
We also utilise UK International Data Transfer Agreements and EU Standard Contractual Clauses for transfers outside of the United Kingdom or European Economic Area.
In limited circumstances, data may be accessed outside of the UK i.e. by employees when they travel. In these circumstances, we ensure there are appropriate information security measures in place to safeguard your information.
You may give and withdraw consent to the receipt of marketing information at any time. If you wish to change your preferences regarding the receipt of marketing or other communications from us, the simplest way is to use the ‘unsubscribe’ link at the bottom of any marketing communication.
Alternatively, you can contact us using any of the mechanisms included in the ‘How to contact us” section of this notice.
If you have questions about this notice, or need further information about our privacy practices, or wish to raise a complaint about how we have handled your personal data, you can contact our Data Protection team who will investigate the matter.
Quilter Financial Planning
The Office of Data Protection
Quilter Financial Planning
85 Queen Victoria Street
London
EC4V 4AB
Email: qfpdataguardian@quilter.com
If you are not satisfied with our response you can complain to our regulator:
The Information Commissioner’s Office (ICO)
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Tel: 0303 123 1113
http://www.ico.org.uk/concerns
My business partner and I were looking for solid Financial advice on future pension and Property investments. Kevin has managed our situation exceptionally and has always been willing to give good advice. He has always been able to explain the investment process to us so that we understand it and know what the pros and cons are with each investment. With regards to the current financial climate we have had to chop and change the way in which we have looked at our investment and Kevin has played a crucial role in helping us reach the most sensible and essentially profitable solution.
Knight Parker have provided me with expert financial advice in respect of my pensions for three years. They are knowledgeable, information is timely and they have enabled me to make very good investment decisions.
My husband and I recently decided to retire and therefore needed to get expert advice regarding our pensions. We found that Dave was very friendly and offered a very professional service. His advice was so easy to understand and took away the complicated wording that you often come across when dealing with pensions. Hence our pensions were dealt with, without any effort on our part. Would definitely recommend David Knight
I am extremely happy with the service I receive from David. He presents things in a detailed but understandable way and is always on hand to to answer my questions and queries.
I have always found pensions to be very confusing. David Knight however has made things a lot clearer he explains things thoroughly and now provides me with expert professional pensions advice. I have been very happy with the service provided. Communication is very good, he is approachable and I feel in safe hands
Kevin has been dealing with my finances for a number of years now, I have always found him honest and trustworthy and true to his word. He has helped me greatly with my pensions and continues to do so. I would freely recommend Kevin's services, and often do so to my clients and friends and family
Kevin has been my financial adviser for almost 12 years. I trust him implicitly. He has always guided me through the various investment options . Whilst he has been mindful of my reluctance to take risks financially he has encouraged me to take measured steps in order to maximise my savings. His advice and guidance has proved to be very advantageous. At our meetings he has always been well prepared and willing to answer my questions .
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Knight Parker Wealth Management LLP
Wynn House
60 High Street
Coleshill
Birmingham, UK.
B46 1AZ
T: 01675 469085
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Knight Parker Wealth Management LLP is registered in England and Wales, Company Number: OC385181. Registered Address: Wynn House 60 High Street, Coleshill, Birmingham, England, B46 1AZ.
Knight Parker Wealth Management LLP is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 13/09/2023.
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