Privacy Policy
Last updated: January 2024
SurreymontePro is committed to protecting your privacy and ensuring the security of your personal information. This policy explains what data we collect, why we collect it, and how we handle it.
Who We Are
SurreymontePro provides financial education and guidance services from our office at 47 Whitmore Lane, Guildford, Surrey GU2 4PQ. For any privacy-related queries, contact us at [email protected].
Information We Collect
We collect different types of information depending on how you interact with us:
When You Contact Us
- Name and email address
- Content of your message
- Any information you choose to share about your situation
When You Use Our Services
- Contact details including name, address, and email
- Financial information you provide for consultation purposes
- Notes and documentation from our sessions
- Payment information processed securely through our payment provider
When You Browse Our Website
- Technical data such as IP address, browser type, and device information
- Usage patterns including pages visited and time spent
- Cookie data as described in our Cookies Policy
How We Use Your Information
Your information enables us to:
- Respond to your enquiries and provide requested services
- Prepare for and conduct consultation sessions
- Send session summaries and follow-up documentation
- Process payments and maintain financial records
- Improve our website and services based on usage patterns
- Comply with legal obligations
Legal Basis for Processing
We process your personal data on the following grounds:
- Contract performance: To deliver services you have requested
- Legitimate interests: To respond to enquiries and improve our services
- Consent: For optional communications and analytics cookies
- Legal obligation: To maintain records as required by law
Data Sharing
We do not sell your personal information. We may share data with:
- Payment processors: To securely handle transactions
- Professional advisers: Such as accountants or legal counsel when necessary
- Authorities: When legally required to do so
Any third parties we work with are required to protect your information to standards equivalent to our own.
Data Retention
We retain your information only as long as necessary:
- Enquiry correspondence: 2 years from last contact
- Client records and session notes: 7 years after last service
- Financial records: As required by tax legislation
- Website analytics: 26 months
Your Rights
Under data protection law, you have rights including:
- Accessing your personal data
- Correcting inaccurate information
- Requesting deletion of your data
- Objecting to certain processing activities
- Requesting transfer of your data to another service
- Withdrawing consent where processing is based on consent
To exercise any of these rights, contact us at [email protected]. We will respond within one month.
Data Security
We implement appropriate measures to protect your information:
- Encrypted communications and secure storage
- Access controls limiting who can view your data
- Regular security reviews of our systems
- Staff training on data protection practices
International Transfers
Your data is primarily stored and processed within the United Kingdom. If any transfer outside the UK occurs, we ensure appropriate safeguards are in place to protect your information.
Changes to This Policy
We may update this policy periodically. Significant changes will be communicated through our website. We encourage you to review this page occasionally to stay informed.
Complaints
If you have concerns about our handling of your personal information, please contact us first at [email protected]. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk.
Contact Us
For questions about this privacy policy or your personal data:
SurreymontePro
47 Whitmore Lane
Guildford, Surrey GU2 4PQ
Email: [email protected]