The following is a broad description of the way this organisation/data controller processes personal information. To understand how your own personal information is processed you may need to refer to any personal communications you have received, check any privacy notices the organisation has provided or contact the organisation to ask about your personal circumstances.

Reasons/purposes for processing information

We process personal information to enable us to provide an internet service to our clients, to maintain our own accounts and records and to support and manage our employees.

We process information relevant to the above reasons/purposes. This may include:

  • personal details

  • family, lifestyle and social circumstances

  • education and employment details

  • financial details

  • goods and services provided

Who the information is processed about

We process personal information about our clients, professional advisers and consultants and our employees.

Who the information may be shared with

We sometimes need to share the personal information we process with the individual themself and also with other organisations. Where this is necessary we are required to comply with all aspects of the Data Protection Act (DPA). What follows is a description of the types of organisations we may need to share some of the personal information we process with for one or more reasons.

Where necessary or required we share information with:

  • service providers and suppliers

  • family, associates and representatives of the person whose personal data we are processing

  • financial organisations

  • trade and professional bodies

  • central government

  • ombudsmen

  • regulatory authorities


It may sometimes be necessary to transfer personal information overseas. When this is needed information is only shared within the European Economic Area (EEA). Any transfers made will be in full compliance with all aspects of the data protection act.