What information do we collect about you?
We collect information about you when you engage us for financial planning and financial advice. 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 if you complete client surveys or provide feedback to us.
Information about connected individuals
We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. If you have parental responsibility for children under the age of 13, it is also very likely that we will record information on our systems that relates to those children.
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 would be unable to fulfill our legal and regulatory obligations.
Where necessary, we will process children’s personal data on a ‘legitimate interest’ basis. We will assess our legitimate interests against the interests, rights and freedoms of the child considering the nature and purpose of the processing and the potential risks it poses to the child.
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. This could include obtaining, recording or holding information or data, transferring it to other companies associated with us, such as, product providers, the FCA or any other statutory, governmental or regulatory body for legitimate purposes including, where relevant, to solicitors, accountants and debt collection agencies for debt collection purposes and carrying out operations on the information or data.
Who might we share your information with?
In order to deliver our services to you effectively, we may share your data with your other professional advisers for collaborative purposes. We may also share your data with those we engage for our compliance, accountancy or legal services as well as product and platform providers that we use to arrange financial products for you.
To fulfill 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.
Where it is necessary for your personal data to be forwarded to a third party, we will use appropriate security measures to protect your personal data in transit. This will include secure messaging, password protection and/or encryption of data.
In order to provide services to you we may be required to pass your personal information to parties located outside of the European Economic Area (EEA) in countries that do not have Data Protection Laws equivalent to those in the UK. Where this is the case, we will take reasonable steps to ensure the privacy of your information.
The information provided may include sensitive personal data, including information that relates to your physical or mental health or condition; the committing or alleged committing of any offence by you; any proceedings for an offence committed or alleged to have been committed by you, including the outcome or sentence in such proceedings.
How long do we keep hold of your information?
You may be assured that we will treat all personal data and sensitive personal data as confidential and will not process it other than for a legitimate purpose associated with the service we will provide you. Steps will be taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary.
If we provide you with financial advice, your data will be kept in accordance with FCA regulatory expectations, which in some cases mean the duration could be indefinite.
Measures will be taken to safeguard against unauthorised or unlawful processing and accidental loss or destruction or damage to the data.
How you can access the information we you hold about you
Subject to certain exceptions, you have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information please email or write to us using the contact details noted below. You will NOT be charged for us supplying you with such data.
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.
What can you do if you are unhappy with how your personal data is processed?
You have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:
Information Commissioner’s Office
0303 123 1113
Our marketing policy
Grosvenor Birch Ltd does not engage in direct marketing activities or sell your data to third parties for such purposes.
How can you withdraw your consent?
If at any time, should you wish to withdraw consent for us to processing your personal data or sensitive personal data, please contact The Data Protection Officer by telephone on 01794 521550 or by email at firstname.lastname@example.org or in writing at:
Grosvenor Birch Ltd
Salt Mill Barn
Old Salisbury Lane
To ensure we do the very best we can for our clients, we work to maintain some core values at all times.
A Chartered firm, with three Chartered advisers and three Fellows of the PFS; our commitment to the highest level of knowledge is clear.
No matter who our clients are dealing with within the business, we ensure the high level of service they receive from us stays constant.
As a family business, we aim to be there for our clients not just throughout their own lifetimes, but for the lifetimes of their children too.
Hear from our valued clients
Learn more about the value we’ve added to some of our clients’ lives.All client Stories
"My wife and I worked with Grosvenor Birch to understand and plan our future financial goals. Elaine and Lewis were incredibly helpful in challenging us to clarify our goals and then offered comprehensive advice to help us achieve them. We look forward to working with them in the future."
"I approached Grosvenor Birch to advise me on pension planning in light of tapered annual allowances and breaching the Lifetime Allowance limit. Lewis was able to explain the implications and recommend a way forward to ensure future transition to retirement can utilise different saving and investment accounts characteristics to their best advantage.
The tailored financial report Grosvenor Birch produced set my mind at rest, and included a cash-flow forecast to help me visualise the path to a comfortable future for our family."
"The advice I have received has not only been in the form of potential investment opportunities and paths but has also made me think about the bigger picture. I am now happy that mine and my family’s future is in safe hands and returns to date have exceeded expectations in very uncertain times."
"Elaine, and now Sara and Lewis, have advised and guided us through different stages of our life -inheritance, pension planning and now retirement. We have always found Grosvenor Birch to be efficient and very professional, but also very approachable and supportive at times of concern. We cannot recommend them highly enough; it speaks for itself that we have been clients for many years."
“I have used Elaine & Grosvenor Birch for over 15 years for our SSAS pension scheme, employee pension scheme and my personal investments.
I have always found them to be totally professional and they give me all the relevant information that I need. I receive regular updates on how my investments are performing and they keep us informed of all new pension legislation."
“We would really like to complement Grosvenor Birch on the excellent service they have provided over many years. They have dealt with our staff, business, personal and family issues in a friendly and business-like manner. We have been impressed with their prompt responses and found their advice invaluable.
Elaine and staff are dependable and reliable and we trust them to give us the best and most up to date information available to safeguard our finances and secure our future."
Ready to get started?
We’d be delighted to hear from you to discuss your requirements. Simply get in touch using our contact form and we’ll arrange an initial chat.