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Privacy Notice

Active Financial Partners Limited is part of the Harwood Wealth Management Group Plc.  This privacy notice explains how we use any personal information we collect about you.

What information do we collect about you?

We collect information about you when you engage us for financial planning/financial advice/mortgage advice/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’d also be unable to fulfil our legal and regulatory obligations.

Where special category data is required we’ll obtain your explicit consent in order to collect and process this information.

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 won’t share your information for marketing purposes.

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’ll 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’ll only act in accordance with our written instructions.     

Where it’s necessary for your personal data to be forwarded to a third party we’ll 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 shouldn’t be held for longer than is required under the terms of our contract for services with you. However, we’re 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’ll not retain your personal data for longer than required by the relevant authorities.

You have the right to request deletion of your personal data. We’ll 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’d 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’d like to send you information about our products and services and those of other companies in our group which may be of interest to you. If you’ve 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 or giving your information to other members of the group. If you no longer wish to be contacted for marketing purposes, please contact us by email or post.

Other websites

Our website may contain 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. 

What can you do if you are unhappy with how your personal data is processed?

You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:

Information Commissioner's Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF    

0303 123 1113 (local rate)                                                                                                                                                                                                                                          

Changes to our privacy policy

We keep our privacy policy under regular review and we’ll place any updates on this web page when they occur.  This privacy policy was last updated on 26/02/2018.

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 This email address is being protected from spambots. You need JavaScript enabled to view it.

Or write to us at Active Financial Partners Limited, 5 lancer House, Hussar Court, Westside View, Waterlooville, Hampshire, PO7  7SE

Terms of Use

Terms of Use

1. TARGET AUDIENCE

1.1 Although anyone may be able to access our website, some of the services featured are only directed at residents of the United Kingdom (for example the ISA featured on this website, unless You are, or are the spouse of, a Crown employee working outside of the UK but being paid out of UK public revenue).

1.2 Access to our site is permitted on a temporary basis, and we reserve the right to withdraw or amend the service we provide on our site without notice (see below). We will not be liable if for any reason our site is unavailable at any time or for any period.

2. THE WEBSITE

2.1 This website contains information specific to Our services and products. In connection with any product or service the relevant application forms and terms and conditions shall apply in relation to any application for or agreement entered into with respect to any such product or service. In addition, information is made available on this website which is intended for general information purposes only. We do not accept any liability for any loss arising as a result of reliance on the general information contained on this website. In the event of any conflict between the terms and conditions relating to any product and service and these Terms of Use the former shall prevail.
 

3. YOUR USE OF THE WEBSITE

3.1 You shall not copy, adapt, or otherwise use for any purpose the information contained on this website, save as expressly permitted.

3.2 For the avoidance of doubt You shall not be entitled to reproduce, permanently store, or retransmit the contents of this website without Our prior written consent.

3.3 Whilst We retain the right to establish any hypertext links between this website and any third party website at Our discretion, You agree that You will not create any hypertext links or deep links between this site and any third party site without Our express written consent.

3.4 Where our site contains links to other sites and resources provided by our clients or other third parties, these links are provided for your information only.  We have no control over the contents of those sites or resources, and accept no responsibility for them or for any loss or damage that may arise from your use of them. 

3.5 You must not :
3.5.1 Introduce or attempt to introduce any virus or any other contaminant to the website or any of Our systems;
3.5.2 In any way attempt to access, alter, de-compile, reverse engineer, destroy or otherwise tamper with any part of the website or any of Our systems;
3.5.3 Interfere with the use of another person's access to or use of the website;
3.5.4 Obtain access to information relating to another person which is on Our system;
3.5.5 Use or attempt to use the website or any of Our systems for any unlawful or immoral purpose;
3.5.6 Use the website for any commercial purpose;
3.5.7 Use the website or any of Our systems to create a database (electronic or otherwise) that includes material downloaded or otherwise obtained from the website or any of Our systems.

4. TERMINATION

4.1 We shall be entitled to suspend or terminate Your access to the website if We become aware and determine that You have breached any of these Terms of Use.

5. OUR LIABILITY

5.1 Any personal details We collect from You We will only use in accordance with Our Privacy Policy which can be found on this website.

5.2 We may update this website from time to time and the content or the services featured on the website are subject to change at any time without notice. While We try and ensure that all information on Our website is accurate, errors may occur and We accept no liability for such errors. If We discover an error We will amend the website as soon as reasonably possible.

5.3 We may edit these Terms of Use from time to time.

5.4 To the extent permitted by any applicable law, We:
5.4.1 exclude any liability and express or implied warranties (including, but not limited to, any express or implied warranties as to fitness for purpose, accuracy and completeness of content, quality and availability), relating to Your access and use of the website and as to the content featured on the website.
5.4.2 exclude liability for any claims, loss or damage (including, but not limited to, any direct, indirect, special, incidental or consequential damage) (including the loss of profit) relating to Your access and use of the website and as to the content featured on the website.

5.5 Nothing in these Terms of Use excludes or restricts Our liability for death or personal injury resulting from Our negligence.

6. GENERAL

6.1 You are responsible for getting an appropriate connection with a telecommunications provider in order to access the website.

6.2 You shall be responsible for the costs of all charges You incur in accessing and using the website.

6.3 You may not transfer or try to transfer any of Your rights and responsibilities under these Terms of Use. We may transfer any of Our rights and responsibilities without Your permission.

6.4 The headings in these Terms of Use are for convenience only and shall not affect the meaning of these Terms of Use.

6.5 These Terms of Use shall be governed by and construed in accordance with English law and subject to the exclusive jurisdiction of the English Courts.Terms of Use

1. TARGET AUDIENCE

1.1 Although anyone may be able to access our website, some of the services featured are only directed at residents of the United Kingdom (for example the ISA featured on this website, unless You are, or are the spouse of, a Crown employee working outside of the UK but being paid out of UK public revenue).

1.2 Access to our site is permitted on a temporary basis, and we reserve the right to withdraw or amend the service we provide on our site without notice (see below). We will not be liable if for any reason our site is unavailable at any time or for any period.

2. THE WEBSITE

2.1 This website contains information specific to Our services and products. In connection with any product or service the relevant application forms and terms and conditions shall apply in relation to any application for or agreement entered into with respect to any such product or service. In addition, information is made available on this website which is intended for general information purposes only. We do not accept any liability for any loss arising as a result of reliance on the general information contained on this website. In the event of any conflict between the terms and conditions relating to any product and service and these Terms of Use the former shall prevail.
 

3. YOUR USE OF THE WEBSITE

3.1 You shall not copy, adapt, or otherwise use for any purpose the information contained on this website, save as expressly permitted.

3.2 For the avoidance of doubt You shall not be entitled to reproduce, permanently store, or retransmit the contents of this website without Our prior written consent.

3.3 Whilst We retain the right to establish any hypertext links between this website and any third party website at Our discretion, You agree that You will not create any hypertext links or deep links between this site and any third party site without Our express written consent.

3.4 Where our site contains links to other sites and resources provided by our clients or other third parties, these links are provided for your information only.  We have no control over the contents of those sites or resources, and accept no responsibility for them or for any loss or damage that may arise from your use of them. 

3.5 You must not :
3.5.1 Introduce or attempt to introduce any virus or any other contaminant to the website or any of Our systems;
3.5.2 In any way attempt to access, alter, de-compile, reverse engineer, destroy or otherwise tamper with any part of the website or any of Our systems;
3.5.3 Interfere with the use of another person's access to or use of the website;
3.5.4 Obtain access to information relating to another person which is on Our system;
3.5.5 Use or attempt to use the website or any of Our systems for any unlawful or immoral purpose;
3.5.6 Use the website for any commercial purpose;
3.5.7 Use the website or any of Our systems to create a database (electronic or otherwise) that includes material downloaded or otherwise obtained from the website or any of Our systems.

4. TERMINATION

4.1 We shall be entitled to suspend or terminate Your access to the website if We become aware and determine that You have breached any of these Terms of Use.

5. OUR LIABILITY

5.1 Any personal details We collect from You We will only use in accordance with Our Privacy Policy which can be found on this website.

5.2 We may update this website from time to time and the content or the services featured on the website are subject to change at any time without notice. While We try and ensure that all information on Our website is accurate, errors may occur and We accept no liability for such errors. If We discover an error We will amend the website as soon as reasonably possible.

5.3 We may edit these Terms of Use from time to time.

5.4 To the extent permitted by any applicable law, We:
5.4.1 exclude any liability and express or implied warranties (including, but not limited to, any express or implied warranties as to fitness for purpose, accuracy and completeness of content, quality and availability), relating to Your access and use of the website and as to the content featured on the website.
5.4.2 exclude liability for any claims, loss or damage (including, but not limited to, any direct, indirect, special, incidental or consequential damage) (including the loss of profit) relating to Your access and use of the website and as to the content featured on the website.

5.5 Nothing in these Terms of Use excludes or restricts Our liability for death or personal injury resulting from Our negligence.

6. GENERAL

6.1 You are responsible for getting an appropriate connection with a telecommunications provider in order to access the website.

6.2 You shall be responsible for the costs of all charges You incur in accessing and using the website.

6.3 You may not transfer or try to transfer any of Your rights and responsibilities under these Terms of Use. We may transfer any of Our rights and responsibilities without Your permission.

6.4 The headings in these Terms of Use are for convenience only and shall not affect the meaning of these Terms of Use.

6.5 These Terms of Use shall be governed by and construed in accordance with English law and subject to the exclusive jurisdiction of the English Courts.


The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Jonathan Hales

Independant Financial Advisor

This email address is being protected from spambots. You need JavaScript enabled to view it.

T: 01795 477744

M: 07886 516087