Privacy Policy

When we refer to ‘we’ (or ‘our’ or ‘us’) that means Financial Services Partnership Ltd. This website is owned by us and our contact details are on the website.

  1. Scope of our privacy policy

We are committed to maintaining the privacy and confidentiality of all information provided by you to us in accordance with the applicable data protection laws, including the General Data Protection Regulation (“GPPR”). As defined by the GDPR, we are the controller responsible for deciding how we hold and use your personal information.

We wish to be open, honest and transparent in telling you about how we collect and process your personal data both through your use of our website and during and after the supply or use of any of the services provided by us.

Please note that personal data or personal information means any information about an individual from which that person can be identified. It does not include data where the identity of that individual has been removed (anonymous data).

  1. Notification of changes to privacy policy

We are continually improving our methods of communication and adding new features to this website so we may update this policy from time to time. Where a change is significant we will notify you on this page, so we encourage you to check this page frequently. Continued use of our website will constitute your agreement to any such changes.

  1. What information do we collect?

When you visit our website or use our services, we collect personal data in one of the following ways:

Information you provide to us directly: When you visit our website or use our services, we may request personal information about you such as your name, postal address, email address and telephone number (‘contact data’). We may also ask for demographic information to enable us to provide a personalised service to you. If you do not want to provide us with personal data, you do not have to, but it might mean that you cannot use some parts of our website or services.

Information we collect automatically: When you visit our website or use our services, we do collect some information about you automatically, such as your IP address. We also collect information when you navigate through our website and services, including what pages you look at and what links you click on. This information helps us to get a better understanding of how you use our website and services and means we can continue to provide the best experience possible for you.

Some of this information is collected using cookies or similar tracking technologies. If you would like to find out more about the cookies we use, why and how you can control them, please refer to our Cookie Policy.

Information we collect from third parties: When we do collect information, the majority of that information comes directly from you but sometimes we might collect personal data about you from other sources, such as trusted third parties like credit reference agencies or research partners. We use this information to supplement the personal data we already hold about you in order to better inform and personalise our services, and to validate the personal data you provide.

If we do not collect your personal data, we may be unable to provide you with all our services, and some functions on our website may not be available to you.

  1. How do we use your data?

We will use your personal data to fulfil your instructions and requirements, to provide you with any services you have requested and to manage our relationship with you. We will only ask for data that is adequate, relevant and not excessive for those purposes.

Where we collect any of your personal data, we will only process it:

  • to perform a contract with you; or
  • where we have legitimate interests to process the personal data and those interests are not overridden by your rights; or
  • in accordance with a legal obligation; or
  • where we have your consent.

When we ask you for personal data it may be used for any of the following purposes:

  • to provide you with information that you have requested on our people and services;
  • to process and deliver our services to you;
  • to send you operational communications such as information about changes to our website or services; or
  • to send you marketing communications about us and our services in accordance with your marketing preferences.

We may also use your personal data for the following:

  • in order to be able to support you in resolving technical support issues or other issues relating to our services; and
  • to enhance our website and services by tracking and monitoring your use of our website so that we can optimise your user experience. For example, our web server automatically logs which pages of our website you view, your IP addresses and which web browsers you use. This technology does not personally identify you – it simply enables us to compile statistics about you and your use of our website.
  1. Your rights

If you decide that you do not wish to receive marketing communications from us, you can update your preferences or unsubscribe at any time by clicking the link on any of our newsletters or by emailing us at

You also have rights to know what personal data we hold about you and to make sure that it is correct and up to date. You can request a copy of your personal data, ask us to restrict processing your data or ask us to delete it. You can exercise these rights at any time by sending an email to

If you are not happy with how we are processing your personal data, please let us know by sending an email to We will review and investigate your complaint, and try to get back to you within a reasonable time frame. You can also complain to your local data protection authority. They will be able to advise you how to submit a complaint.

  1. Sharing your personal data

We do not share, sell or distribute your personal data with unrelated third parties, except as otherwise provided for in this privacy policy, or where we have your specific consent.

Under the following limited circumstances, we may disclose your personal data to:

  • third party providers and partners, who act for or with us, for further processing in accordance with the purposes for which the data was originally collected or for purposes to which you have consented;
  • regulators, law enforcement bodies, government agencies or other third parties where we think it is necessary to comply with a legal requirement or regulation, or to exercise, establish or defend our legal rights. Where possible and appropriate, we will notify you of this type of disclosure; and
  • an actual or potential buyer (and its agents and advisers) in connection with an actual or proposed purchase, merger or acquisition of any part of our business.

We require third parties to respect the security of your data and to treat it in accordance with the law.

  1. Securing your personal data

We have put in place appropriate security measures to prevent your personal information from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal information to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal information on our instructions and they are subject to a duty of confidentiality.

We have also put in place procedures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where we are legally required to do so.

  1. Retaining your personal data

We will only retain your personal information for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements

By law we have to keep basic information about our customers (including contact, identity, financial and transaction data) for six years after they cease being customers for tax purposes.

In some circumstances we may anonymise your personal information so that it can no longer be associated with you, in which case we may use such information without further notice to you. We will retain and securely destroy your personal information in accordance with applicable laws and regulations.

  1. Links to other websites

This website may contain hyperlinks to websites that are not operated by us. These hyperlinks are provided for your reference and convenience only and do not imply any endorsement of the activities of such third party websites or any association with their operators.

We do not control these third party websites and are not responsible for their personal data practices. We urge you to review the privacy policy posted on any site you visit before using the site or providing any personal data about yourself.

  1. Governing Law

This privacy policy forms part of our website Terms of Use.

Last Updated: 1st September 2018

contact us

Head office
Financial Services Partnership Limited
1st Floor | The Business Hub | 23-25 Maidenhead Street | Hertford | SG14 1DW

Tel 0330 113 1514