Privacy Notice

At Burghley Financial Services Limited (“we”, “us”, “our”), we are committed to protecting and respecting your privacy. This Privacy Notice outlines how we collect, use, disclose, and protect your personal information when you engage with our services.

1. Information We Collect

We may collect and process the following types of personal information about you, for the purposes of executing our services and obligations to you:

  • Identity Information: Name, date of birth, gender, nationality, and any relevant identification numbers.

  • Contact Information: Address and address history, telephone number(s), and email address(es).

  • Financial Information: Bank account details, financial and credit history, and income details.

2. How We Use Your Information

We may use your personal information for the following purposes:

  • To Provide Services: To assess, manage and provide our financial services to you.

  • To Communicate: To contact you regarding your application, respond to your enquiries and queries.

  • Compliance and Legal Obligations: To comply with applicable laws, regulations, and legal requests.

3. Sharing Your Information

We may share your personal information with:

  • Service Providers: Third-party service providers who assist us in delivering our services to you, including but not limited to; lenders, solicitors, valuers, and credit reference agencies, subject to strict confidentiality obligations.

  • Legal Authorities: If required by law or to respond to legal processes, we may be required to disclose your information to law enforcement or regulatory authorities.

4. Data Security

We take the security of your personal information very seriously. We employ a range of measures designed to protect your information from unauthorised access, loss, or theft. However, no security system is impenetrable, and we cannot guarantee the absolute security of your information.

5. Data Retention

We will retain your personal information only for as long as necessary to fulfil the purposes for which we collected it and to comply with our legal obligations. The specific retention period may vary depending on the nature of the information and its purpose. If we have provided you with advice or processed a transaction on your behalf, we will not normally be able to erase your personal data. This is because we have an obligation to retain accurate records of our advice and transactions to meet our regulatory requirements, and in the event we need to exercise or defend any future legal claims.

6. Your Rights

You have certain rights regarding your personal information, including:

  • Request Access: You have the right to request access to the personal information we hold about you.

  • Request Correction: You have the right to request a correction of any inaccurate or incomplete data.

  • Request Deletion: You may request the deletion of your personal information under certain circumstances.

  • Object to Processing: You have the right to object to the processing of your personal information under certain conditions. However, if you object to us processing your data, please notify us of this, and we will assess whether this could alter the services we can provide to you, and we may be unable to fulfil our service obligations to you.

To exercise these rights, please contact us using the contact details provided below.

7. Changes to This Privacy Notice

We may update this Privacy Notice from time to time. Any changes will be posted on our website, and we encourage you to review this notice periodically for the latest information on our privacy practices.

8. Contact Us

If you have any questions or concerns about this Privacy Notice or our practices regarding your personal information, please contact us at:

Burghley Financial Services Limited
3
3 Burghley Street, Bourne, England, PE10 9NS
director@burghleyfs.com
+44 (0) 7765 374379

Thank you for trusting Burghley Financial Services Limited with your financial needs.