Life Planning, Tax Planning, Asset Management & Consultancy for Private and Corporate Clients
Privacy Policy
This Privacy Policy (“Policy”) describes how First Chapter Consultancy Limited (“First Chapter”, “we”, “us,” or “our”) collects, uses, discloses, and protects your personal information (“Personal Data”) when you visit our website, use our services, or otherwise interact with us.
Protecting your privacy rights is important to us and we recommend that you read this Policy (including any information it refers to) before you use this website. To assist with your understanding of this Policy, we have highlighted any defined terms in bold.
Contact Us for More Information
When we process your Personal Data on our website, we are the controller responsible for such Personal Data.
If you have any questions about this Policy or our privacy practices, please contact us using one of the below methods:
Email: jane@first-chapter.co.uk
Post: First Chapter Consultancy Limited, 8a The Gardens, Broadcut, Fareham, Hampshire, PO16 8SS.
Please note that any postal requests for information about your Personal Data may take longer to reach us. To ensure your requests reach us, we recommend contacting us by email for such information.
The above does not interfere with your right to contact the Information Commissioner's Office (“ICO”), the UK regulator in relation to data protection concerns (www.ico.org.uk). However, we are likely to be able to resolve such concerns if you contact us in the first instance.
Responding to Personal Data Requests
We aim to respond to your Personal Data request within one month. However, it could take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.
What is Personal Data
Personal Data means any information about a living individual that can be used to identify that person (it does not include data that has been anonymised).
Information We Collect
We mainly collect, use, store and transfer the below category of Personal Data:
Personal Information: Information provided to us by you (including via our “Request a callback” web page) that can be used to identify you, such as your name, email address, postal address, phone number, and other similar information.
The Use of Cookies
Currently, we only use essential cookies. These cookies are necessary for our website to function correctly. Please see the link here for more information on how we use such cookies.
For more information about the specific essential cookies that we use, please see the link here.
How We Use Your Information
We may use your Personal Data for various purposes, including but not limited to:
- Providing Services: To provide and maintain our services, communicate with you, and fulfil your requests.
- Improvement: To analyse and improve our website and services, including research, troubleshooting, and statistical purposes.
- Compliance: To comply with our legal obligations, resolve disputes, and to perform our contract (where relevant). Please note that if you fail to provide us your Personal Data in this instance, we may not be able to provide you services or fulfil our contractual obligations to you.
Changes to the Use of Personal Data
If we need to use your Personal Data for an unrelated purpose to that which we obtained it for, we will notify you and we will explain the legal basis allowing us to do so. Please note that we may process your Personal Data without your knowledge or consent only where this is required or legally permitted.
Disclosure of Your Personal Data and Third Parties
We may share your Personal Data with third parties in the following circumstances:
- Service Providers: We may share your Personal Data with third parties (such as other service providers who assist us in operating our website and / or providing our services).
- Legal Requirements: We may disclose your Personal Data when required by law or in connection to a valid legal request.
- Business Transactions: If we decide to transfer our contract with you to another company or we are involved in a merger, acquisition, or sale of all or a part of our business or assets, your Personal Data may be transferred to the purchasing company as part of the relevant transaction. We will request that you are notified in such event.
Please note that this website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share your Personal Data (including information through cookies). As we do not control these third-party websites, we are not responsible for their privacy obligations. When you leave our website, we encourage you to read the privacy policy of every website you visit.
Using your Personal Data outside the UK
We do not currently process your Personal Data outside of the UK.
Your Rights
You have many rights in relation to your Personal Data.
Some include the right to:
- Be informed about the Personal Data we collect from you.
- Access your Personal Data.
- Rectify any inaccurate Personal Data or complete any incomplete Personal Data.
- Be forgotten (erasure) or restrict the use of your Personal Data in certain circumstances.
- Withdraw your consent at any time (where this has been provided as the lawful basis for the use of your Personal Data).
Protecting Your Personal Data
We take adequate technical measures and implement processes to protect your Personal Data from unauthorised access and use. However, no data transmission or storage system is completely secure, and we cannot guarantee the security of your information.
Changes to this Policy
We may update this Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any changes by posting the updated Policy on our website. We recommend that you regularly review this Policy for any updates.