Privacy & Cookies Policy

Who we are

Our website address is: https://stephenevefinancial.com.

Stephen Eve Financial Planning Ltd. is an appointed representative of 2 plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference 980192. Registered office: Stephen Eve Financial Planning Ltd, 12 Regent Street, Nottingham, NG1 5BQ. Registered in England and Wales Number: 14084601.

We have a website that provides the public with information on our company and what services we provide.

By using our website or by registering for any of the products and services we offer through it, you are confirming to us that you understand and accept that your personal information may be used by us in the manner described below. We may keep details of your visits to our website including, but not limited to, traffic data, location data, web logs.

If your visit also includes your registration to one or more of our products or services, you may unsubscribe from these at any time.

Content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, links, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

We are not responsible for the content served to you when visiting a website from a link we have shared and you should, therefore, refer to the privacy policies and cookie policies on these websites themselves for guidance.

Stephen Eve Financial Planning Ltd. are not responsible for any information provided by any other source once you leave the Stephen Eve Financial Planning Ltd. site. Any links from our website to other websites are provided merely for your convenience and do not imply our endorsement of the content or the provider. If you follow a link to any of these websites, you do so at your own risk and we do not accept any responsibility or liability for the content of such websites.

What personal data do we collect?

Stephen Eve Financial Planning Ltd. & 2Plan are both Data Controllers and Data Processors of information you provide to us.

In order to provide you with specific advice and services we will ask you questions that tell us more about you, your situation, lifestyle and attitudes. This is called personal data, some of which will be classed as confidential, private and sensitive.

The GDPR says that personal data is defined as any data from which a living individual can be identified. Any provision of that type of data should be given freely for the purpose(s) it was intended.

We ask for your permissions to use your personal information to enable our Advisers to provide you with detailed advice or proposals on the financial products and services you have asked about. This is classed as legitimate interests for processing. It simply means that we require your agreement to collect and process your details in order to provide you with a service or advice. Without it we would not be able to offer such advice or service to you.

Any of the consented personal and confidential detail, which will include any sensitive information you have provided, is only collected specifically for these purposes and is processed lawfully, fairly and transparently in a way which can be scrutinised.

That consent can be revoked by you at any time but it would mean that the more detailed advice that could be provided regarding these data will no longer be available to you.

All information is held and maintained in a secure format and encrypted where required to ensure controlled security. Only the minimum of relevant and adequate personal data will be collected and access is restricted to only those personnel that need to for the provision of the advice and services.

We may collect and process the following data about you:

• Information that you provide by filling in forms on our website. This includes information provided at the time of registering to use our website, subscribing to our products and services, posting material or requesting further products and services. We may also ask you for information when you report a problem with our website.
• Information attached to your I.P. address.
• Personal details that you provide by completing in-depth information gathering, either remotely or face to face with one of our registered and approved advisers in relation to offering you advice on financial products and services you have asked us about.
• If you contact us, we may keep securely a record of that correspondence (including email and phone conversations) including your name, address, telephone numbers, email address and other information which you supply to us.
• We may also ask you to complete, from time to time, surveys or questionnaires which you have agreed to, that we use for research purposes or to improve our relationship with our clients.

Our website uses cookies in order to maintain operational functionality for our website visitors. Please read our section on cookies for more information about how we use cookies.

When a website visitor enquires and submits our enquiry form, we capture the IP address for spam protection. We also ask for the name, email address, contact number and other questions to assist with your enquiry and ensure we can help you to the best of our ability. In submitting this form, you acknowledge that you are giving this information freely for this purpose. This form submission is then emailed to us and stored securely in accordance with GDPR (General Data Protection Regulation (EU) 2016/679) and data protection laws.

How do we use this information?

We may use information held about you in the following ways:

• To ensure that content from our website is presented in the most effective manner for you and for your computer.
• To provide you with information, products or services that you request from us or which we feel may be of interest to you, where you have consented to be contacted for such purposes. You may ask us to cancel this consent at any time and you will only then receive information specifically about your account activity with Stephen Eve Financial Planning.
• To carry out our obligations arising from any contract entered into between you and us and that may involve providing some of your information to a third party to carry out necessary background checks (including but not limited to Identity Verification / Anti Money Laundering / Fraud Prevention / Residency Confirmation).
• To provide some or all of your personal information (as required) to one or more financial products providers in order to fulfil a detailed proposal for the services you have asked Stephen Eve Financial Planning about.
• To carry out a form of profiling that gives us a clear view of your circumstances and that is part of the advice process. Where this is done, you will be shown its recommendations and will be provided with the opportunity to review and amend its output to indicate your attitude to risk.
• For training purposes, quality assurance or to record details about the products and services you ask us about.
• To satisfy and meet our legal and regulatory requirements with the FCA and ICO, or as requested by UK security services.
• To notify you about changes to our products and services or terms & conditions.

Unless prescribed by law, we will retain your details for no longer than is necessary for the purposes for which the personal information was collected or for which it is to be further processed by us.

Cookies

The Stephen Eve Financial website uses cookies to improve the experience of the website user. In order to do this we may place cookies on your device to assist the operation of our website, this may include (but is not limited to) improving website performance and loading speeds the next time you visit us. 

We may also use analytical cookies to enable us to understand how our visitors navigate our website and also to make informed decisions on the services we offer.

We also use Google reCAPTCHA v3 to analyse your usage of our website and flag whether any behaviour is suspicious and could indicate spam or bot related activities. Google reCAPTCHA allows us to ensure the forms on our website are secure and is only used to fight spam and abuse.

All cookies used on this website are within compliance with United Kingdom and Europe cookie law.

When visiting our website for the first time, you will be asked whether you would like to accept the use of cookies for our website. If you would like to delete any cookies placed on your device, you can do so freely within your browser settings. Should you also wish to disable cookies entirely for all websites, you can also find this in the settings panel in your website browser.

Where your data is sent

For your security, Stephen Eve Financial Planning Ltd. and 2plan have made the conscious decision to only manage, host and process personal information in the UK.

We may disclose your personal information to any member of the 2plan group of companies in order to fulfil any obligations to you.

Any transferring, sharing or use of personal data will only be done with approved and contracted third-party companies, that have provided evidence of their own GDPR compliance, to develop the advice requested by the client with the exception of checks such as Anti-Money Laundering, Fraud Prevention and Identity Validation or from valid requests by regulatory or security bodies.

We may disclose your personal information to third parties if we are under a duty to disclose or share it in order to comply with any legal or regulatory obligation, or in order to enforce or apply our terms and conditions and other agreements; or to protect the rights, property, or safety of our customers, or others.

When submitting an enquiry form, we use Google reCAPTCHA v3 to protect from spam. Your usage data may therefore be analysed by Google to help us identify any suspicious behaviour before an enquiry form is submitted. Form submissions are then emailed directly to us securely and stored in compliance with GDPR.

Your rights and how to contact us

You have a right of access to personal information which we may hold about you, to have inaccurate information about you corrected or to request we stop using your personal information for marketing and other purposes. You have the right to ask Stephen Eve Financial Planning to view any information we hold about you and you can expect to receive a response from Stephen Eve Financial Planning Ltd. in line with the guidance laid down by the GDPR. Any requests should be either emailed to danielle.slater@stephenevefinancial.com. and marked 'Subject Access Request' or put in writing and addressed to:

We regularly review our policies and any changes will be posted on our website.

If you have comments or any questions about our GDPR, Privacy & Cookies Policy please contact: danielle.slater@stephenevefinancial.com.

FCA contact information:
www.fca.org.uk
Helpline - 0800 111 6768

ICO contact information:
ico.org.uk
Helpline - 0303 123 1113