Information about how we will handle your personal data and protect your privacy
A guide to how we meet the requirements of the Data Protection Act.
Making sure personal data is secure and properly dealt with is of paramount importance in our dealings with you. It is therefore important you understand what information we will take, why we need it, and how we will process your details.
Bell Financial Solutions Ltd is an appointed representative of HL Partnership Limited which is authorised and regulated by the Financial Conduct Authority. As such, both Bell Financial Solutions Ltd and HL Partnership Limited will process your data in order to provide our services.
In order to fully understand your financial needs and be able to give good advice, we need to obtain information about you, your family, your personal circumstances, and your preferences. Some of the information will be private and may be sensitive, such as details of your income and expenditure, health, debts and credit commitments, legal proceedings and adverse credit. Much of the information you provide will need to be passed on to the companies whose products you apply for.
In order for us to be able to give you suitable advice, we need you to provide all the information we ask for as openly and honestly as possible. If you prefer not to disclose some information, please tell us that you prefer not to disclose it and we will assess whether this will alter or impede the work we are doing for you.
The primary reason we will use your data is to allow us to do the job you’ve asked us to do. Specifically, we will use your data to:
We may also process your information in order to meet our legal and regulatory requirements. These may include:
We may also process your personal data for our own legitimate interests. Typically, these would be limited to:
HL Partnership Limited will use your data to monitor and assess our work to ensure we have provided a high standard of service and met our legal and regulatory commitments.
Yes. Please write to our Data Controller (details below) and we will provide a copy of any personal data we hold about you within one calendar month of receiving your request. Please note that we may need to verify your identity before providing the information.
You have the right to have your data corrected or completed by contacting our Data Controller in writing (details below). Please be aware that we need to maintain records of information as it was at the time of the advice or the transaction taking place.
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 are obliged to maintain records of our advice and transactions to meet our regulatory requirements and in case we need to exercise or defend legal claims in future.
Name: Daniel Bell
1st Floor Kennedy House
31 Stamford Street
Data Controller Registration: ZA511541
Name: HL Partnership Limited
2nd Floor Unit 1
Southern Gate Office Village
Telephone: 03300 552651
Data Controller Registration: Z8588911
Telephone: 01903 02664
If you would like further details on how we use your personal information or if you have any data protection queries, please write to: The Data Protection Officer, HL Partnership Limited, Pharos House, 67 High Street, Worthing, West Sussex, BN11 1DN.
If you are not satisfied with the Data Protection Officer’s response, you can make a complaint to:Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.
Telephone: 0303 123 1113 (local rate) or 01625 545 745 (national rate).
Email through their website at: https://ico.org.uk/concerns/
Please be aware of cybercrime and protecting your own information online, particularly financial information.
Do not send unsecured personal information over the internet.
We recommend you use encryption software or provide any information to us using the online tools we provide.
Do not respond to emails asking you to pay money.
Never make a payment purely in response to an email.
Always call the company to validate any payment requests and check the phone number independently from the email (i.e. via a secure web site).
If you receive a phone call asking for payment ensure you are satisfied the call is genuine, or else call the company back to check.
Neither Bell Financial Solutions Ltd nor HL Partnership will take responsibility if you transfer money to a fraudster in error.