Privacy Policy

RTS Financial Planning are committed to protecting your privacy. This policy outlines how we process your data securely and how we act to protect data under data protection regulation. However, you should recognise that your use of the Internet and our website is entirely at your own risk. We will not pass your details to anyone outside except in accordance with this statement.

 

The policy

 

This privacy policy is for this website www.rtsfinancialplanning.co.uk  served by RTS Financial Planning at Regus House, Fairbourne Drive, Atterbury, Milton Keynes, MK10 9RG and governs the privacy of its users who choose to use it. It explains how we comply with the GDPR (General Data Protection Regulation), and the PECR (Privacy and Electronic Communications Regulations).

Your right to privacy is important to us. This policy will explain areas of this website that may affect your privacy and personal details how we process, collect, manage and store those details and how your rights under the GDPR & PECR are adhered to. Additionally, it will explain the use of cookies or software, advertising or commercial sponsorship from third parties and the download of any documents, files or software made available to you (if any) on our website.

The Data Protection Officer is Carl Roberts and can be contacted at info@rtsfinancialplanning.co.uk if you have any questions.

 

Personal data we collect about you

 

The type of personal data we collect about you and how it is used depends on what you contact you have with us, your needs, the relationship you have with us and the products and services you hold or enquire about.

We are committed to ensuring that your privacy is protected. When you provide certain information to us, it will only be used in accordance with this policy statement. For a full breakdown of what information we will collect on you, request a copy of our Privacy Policy.

 

Why do we collect this data?

 

The main reason we collect this data is to complete the services you have entered into a contract with us for. Without knowing any of this information, we would be unable to fulfil our legal and regulatory obligations. Therefore, it is essential we collect this information.

 

How will we collect your data?

 

We will collect and record your data from a variety of sources, however we rely mostly on this information coming directly from yourself. We will collect this information usually over a series of meetings, but most of this will be collected during our fact-finding meeting.

We may also collect this data from third-parties such as, credit checks, your employer, as an example.

 

How will we store your data?

 

All information you provide to us is stored on our secure servers. We will keep copies of your data on paper files and on our computer systems. Please note that this data can only be accessed by current employees of RTS Financial Planning. They will access this data when they are providing you with advice, or are undertaking administrative tasks internally.

Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of it. We have a number of producers in place to help prevent any breach of any data which all members of staff are aware of and receive training on.

 

Sharing your data

 

RTS Financial Planning will only share your personal data where data protection law allows it, with adequate protection, and where appropriate, we will have contracts in place to protect the security and confidentiality of your data.

When we use third-party service providers, we disclose only the personal information that is necessary to deliver the service and we have a contract in place that requires them to keep your information secure and not to use it for their own direct marketing purposes.

 

Website Visitor Tracking

 

This website uses tracking software to monitor its visitors to better understand how they use it. The software will save a cookie to your computer’s hard drive in order to track and monitor your engagement and usage of the website, but will not store, save or collect personal information.

For further information you van visit http://www.allaboutcookies.org/

If you do not want the browser to accept cookies, you can set your browser not to and the above website tells you how to remove cookies from your browser. However in a few cases some of our website features may not function as a result.

 

Downloads & Media Files

 

Any downloadable documents, files or media made available on this website are provided to users at their own risk. While all precautions have been undertaken to ensure only genuine downloads are available users are advised to verify their authenticity when using third party anti-virus software or similar applications.

We accept no responsibility for third party downloads and downloads provided by external third-party websites and advise users to verify their authenticity first.

 

Contact & Communication With us

 

Users contacting us through this website do so at their own discretion and provide any such personal details requested at their own risk.

 

External Website Links & Third Parties

 

Although we only look to include quality, safe and relevant external links, users are advised to adopt a policy of caution before clicking any external web links mentioned throughout this website. (External links are clickable text / banner / image links to other websites.

Shortened URL’s; URL shortening is a technique used on the web to shorten URL’s (Uniform Resource Locators) to something substantially shorter. This technique is especially used in social media and looks similar to this (example: http://bit.ly/zyVUBo). Users should take caution before clicking on shortened URL links and verify their authenticity before proceeding.

We cannot guarantee or verify the contents of any externally linked website despite our best efforts. Users should therefore note they click on external links at their own risk and we cannot be held liable for any damages or implications caused by visiting any external links mentioned.

 

Social Media Policy & Usage

 

We adopt a Social Media Policy to ensure our business and our staff conduct themselves accordingly online. While we may have official profiles on social media platforms users are advised to verify authenticity of such profiles before engaging with or sharing information with such profiles. We will never ask for user passwords or personal details on social media platforms. Users are advised to conduct themselves appropriately when engaging with us on social media.

There may be instances where our website features social sharing buttons, which help share web content directly from web pages to the respective social media platforms. You use social sharing buttons at your own discretion and accept that doing so may publish content to your social media profile feed or page.

Review of this Policy

We reserve the right to update this privacy policy at any time, and any changes we make to our privacy policy will be posted on this page. We will notify you if there are any changes to this policy that materially affect how we collect, store or process your personal data.

Awards

It’s a privilege to serve our clients and we’re proud to be recognised for the work we do.
SME Finalist, RP Finalist, Next Generation Advisers, Money Age Award

Memberships

We go above and beyond to maintain the highest standards and professionalism.

Chartered Financial Planner, DAUK, Personal Finance Society

Supporting

We are delighted to help our designated charities in whatever ways we can.

Milton Keynes Hospital Charity

Media

We are proud to feature in…