Privacy Policy

Customer Privacy

At Goodwin Financial Services Limited, we respect your privacy and the confidentiality of your personal information.

Who are we?

Goodwin Financial Services Limited, is a financial services firm providing financial planning solutions and highly qualified and experienced financial advice in the UK. Goodwin Financial Services Limited, is authorised and regulated by the Financial Conduct Authority (FCA) under Financial Services Register Number 953471.

Goodwin Financial Services Limited is responsible for determining the purpose and means of processing personal client data relating to giving advice. This means we are the data controllers for this core advice giving activity and therefore responsible for managing this personal client data and ensuring compliance with all applicable laws, rules and regulations.

What data do we collect and why?

We collect personal information, (referred to as ‘Personal Data’ in the Privacy Notice) about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect data that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your Personal Data where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice, we need to collect sensitive information, such as information about your health.  To do this, we will ask for your consent.

We will always keep your Personal Data safe and secure, and where we share your Personal Data with other businesses to fulfil the purposes above, we make sure they follow our instructions and keep your Personal Data secure. We will never sell your Personal Data, and we will not send you communications about unrelated services without your consent.

Find out more

Our Privacy Notice which can be accessed here, holds much more information about how we collect, use and share your Personal Data. There is also information about the rights you have over your Personal Data, and how to contact us if you have any questions.

If you have any concerns or complaints as to how we have handled your Personal Data you may lodge a complaint with the UK's data protection regulator, the UK Information Commissioner’s Office (ICO), who can be contacted in the following ways:

UK Information Commissioner’s Office (ICO)
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Tel: 0303 123 1113
Website: https://ico.org.uk/global/contact-us/