Privacy Policy

You are here:
  1. Home
  2. Privacy Policy

Introduction

This Privacy Policy explains how Kingswood Law IFA Limited collects, uses, and protects your personal information in accordance with UK data protection laws, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Who We Are

Kingswood Law IFA Limited is a financial advisory firm authorised and regulated by the Financial Conduct Authority (FCA Reference Number 453814). We are the “data controller” of the personal information you provide to us.

Company Number: 5842249 (England and Wales)
Registered Office: Felcourt Farm, Felcourt Road, East Grinstead, RH19 2RR

Personal Information We Collect

We may collect and process the following types of personal data:

  • Identity and contact details (such as name, address, telephone number, email address)
  • Financial information (income, assets, liabilities, pensions, investments, insurance policies)
  • Special category data (such as health information, where necessary for insurance or retirement planning)
  • Records of communications (emails, letters, notes of meetings and calls)
  • Technical data (such as IP address and browser type, via standard website logs and cookies)

How We Use Your Information

We use your personal information to:

  • Provide financial advice and related services
  • Meet our legal and regulatory obligations under FCA rules
  • Maintain records of our dealings with you
  • Respond to enquiries and manage our relationship with you
  • Send you information about our services, if you have consented

Legal Basis for Processing

We process your personal data on the following lawful bases:

  • Contract: to deliver services under a Client Agreement
  • Legal obligation: to comply with regulatory or statutory duties
  • Legitimate interests: to manage our business and respond to enquiries
  • Consent: for certain marketing communications (you may withdraw at any time)

Sharing Your Information

We may share your data with:

  • Regulators such as the Financial Conduct Authority and HMRC
  • Product providers (investment, pension, mortgage, or insurance companies) when instructed by you
  • Professional advisers (such as solicitors, accountants, compliance consultants)
  • Service providers (IT support, secure data storage, communications services)

We will never sell your personal data to third parties.

International Transfers

Your personal data will normally be processed within the UK. If we use service providers located outside the UK, we will ensure that appropriate safeguards are in place (such as UK-approved standard contractual clauses) to protect your data.

Data Retention

We will retain your personal data for as long as necessary to fulfil the purposes for which it was collected and to comply with legal, regulatory, and contractual obligations. Typically, we retain client records for at least six years after the end of our relationship, and longer if required by FCA rules.

Your Rights

Under UK GDPR you have the right to:

  • Access a copy of your personal data
  • Request correction of inaccurate or incomplete data
  • Request erasure of your data (subject to legal/regulatory requirements)
  • Restrict or object to processing in certain circumstances
  • Request transfer of your data to another provider (data portability)
  • Withdraw consent for marketing at any time

Cookies

This Website may use cookies for essential functionality and limited analytics under the default WordPress setup. For more detail, please refer to our Cookie Policy.

Security

We take appropriate technical and organisational measures to protect your personal information against unauthorised access, accidental loss, disclosure, or destruction.

Contact Us

If you have any questions about this Privacy Policy or how we handle your data, please contact:

Kingswood Law IFA Limited
Felcourt Farm, Felcourt Road, East Grinstead, RH19 2RR
Email: [email protected]

Complaints

If you are unhappy with how we use your personal data, you may contact us using the details above. You also have the right to lodge a complaint with the UK Information Commissioner’s Office (ICO):

Website: www.ico.org.uk
Telephone: 0303 123 1113

Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page. Please check back regularly to stay informed about how we protect your data.