personal financial planning, pensions

personal financial planning, pensions

Data Protection, Privacy and Cookie Policy

HF Wealth Limited respects each person's privacy and this policy will advise you how we collect and use the personal information that you supply us with. By submitting your data to us, it is implied that you have given us your permission to use your data under the terms of this policy. Our Privacy Policy is updated from time to time, so please check our website regularly to ensure you are fully up-to-date with how we deal with the information you have provided to us.

Who we are: HF Wealth is a Limited Company registered in England & Wales (registration number 11241475) whose registered address is at Ilkley Hall, Ilkley, West Yorkshire, LS29 9LD

Why we need your details: HF Wealth collect and use your personal details, which can include telephone numbers, address, and e-mail, so that we can process one of the following:

• Provide you with financial advice
• Reply to any requests for information that you ask us for
• Clarify any particular query
• Supply details of any product or service within the HF Wealth Limited group only that we believe may meet your needs
• Cross check any information that we receive with that held on our database

How we receive the information: The information that we hold may be supplied by you directly to us by telephone, face to face meeting or e-mail. We class this as being 'personally identifiable information', which means it can be used to identify you, personally.

Who has access to this information? Your 'personally identifiable information' details will be kept within the HF Wealth Limited organisation until such time as we decide that they should be removed. Your details will not be sold or otherwise disposed of to any third party.

Use of cookies on our website: This website does not use cookies.

Use of Third Party Testimonial Gatherers: At certain times we may ask our clients consent to provide online testimonials or reviews about the service they have received from HF Wealth. We always protect our clients' identity by ensuring that actual names are not provided in the reviews.

How Secure are your details? When you register your details, we will take all reasonable steps to keep these details secure and free from unauthorised access by use of technology and internal systems which will be updated as new technology becomes available and is appropriate to our systems.

Third Party Sites: Third party internet sites that you can link through to from our website will not be covered by our Privacy Policy and HF Wealth Limited accept no responsibility or liability for any actions that these sites may perform. We advise that you should check the policy of each site that you visit. Removing or changing your information: If you wish to change the information that we hold for you, please contact the relevant office or, if you have registered your profile on our website, please go to www.hfwealth.co.uk

If you wish to have your information removed from our database either permanently or temporarily, please contact us. Due to our Regulatory obligations & Legal responsibilities, there may be occasions where we are unable to delete records. We will discuss this with all clients who request any data to be deleted.

Making a complaint about the way in which your data is stored or used: In the unlikely event that you have a complaint about the way in which your details are used or stored by this company, please contact info@hfwealth.co.uk or write to:

Mr Simon Lister, HF Wealth Limited, Ilkley Hall, Ilkley, LS29 9LD. If you simply have a query about any aspect of this policy or wish to have any part of it clarified, please contact us.

  • personal financial planning, pensions

    Meet the Team

    With over 50 years of financial services experience and numerous professional qualifications and accreditations, welcome to the HF Wealth team.

  • personal financial planning, pensions

    Private Clients

    We provide advice and guidance to thousands of individuals in the key areas of insurance and financial planning that are so important to their financial future.

  • personal financial planning, pensions

    How We Work

    We cater for wealthy individuals, business owners and high earners and cover every aspect of their financial planning requirements.

Testimonials

personal financial planning, pensions

personal financial planning, pensions