Privacy Policy

Introduction

Toby Evans Financial Planning Ltd ("we", "us", or "our") is committed to protecting and respecting your privacy. This policy sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed.

Please read the following carefully to understand our practices regarding your personal data and how we will treat it. For the purpose of UK data protection laws, Toby Evans Financial Planning Ltd is the "data controller".

Information We May Collect from You

We may collect and process the following data:

- Information you provide by filling in forms on our website or by corresponding with us by phone, email, or otherwise. This includes information provided when you request a service, subscribe to updates, or report a problem.
- A record of your correspondence with us.
- Survey responses you choose to complete for research purposes.
- Details of your visits to our site including, but not limited to, traffic data, location data, weblogs and other communication data.

Cookies and IP Address Information

We use cookies and other tracking technologies to improve your experience and understand how you use our website.

Cookies are small text files placed on your device to collect standard internet log information and visitor behaviour information. We use:
- Essential cookies – necessary for the site to function.
- Google Analytics cookies – to collect anonymous information about visitor behaviour.

You can control cookie settings via your browser. Please note that disabling cookies may affect website functionality.

We may also collect information about your device, including IP address, browser type and operating system, for system administration and to report aggregate information. This data is statistical and does not identify individuals.

Web beacons may also be used on certain pages to count users and gather aggregate data—these do not access any personally identifiable information.

If You Become a Client

If you engage us for financial planning services, we will need to collect additional personal and financial data, which may include special category data (such as health information).

Our primary legal basis for processing this data is the performance of our contract with you. This information is necessary for us to deliver financial planning and advice and to meet our legal and regulatory obligations.

Full details of how we process your data as a client will be outlined in your Client Agreement and our Terms of Business.

Where We Store Your Personal Data

Your data may be transferred to and stored in countries outside the UK or European Economic Area (EEA). If so, we will ensure appropriate safeguards are in place to protect your data.

All personal information is stored securely. If you access parts of our site using a password, you are responsible for keeping it confidential.

While we use strict security measures, data transmission over the internet is not completely secure. Any data you transmit is at your own risk.

How We Use Your Information

We may use your personal data to:
- Deliver the services you request.
- Improve our website and ensure content is presented effectively.
- Contact you with information you have requested or that we believe may be of interest to you (with your consent).
- Notify you about changes to our services.

We may use anonymised and aggregated data for reporting and marketing analysis. We do not disclose identifiable information to advertisers.

Disclosure of Your Information

We may share your information with third parties in the following situations:
- With your explicit consent.
- If we are under a legal obligation to disclose it.
- In the event of a sale or purchase of business assets.
- To protect the rights, property, or safety of Toby Evans Financial Planning Ltd, our clients, or others.

We may also share data with trusted suppliers or subcontractors who support our business (e.g., IT or compliance services), provided they meet our data protection standards.

Your Rights

You have the right to:
- Access the personal data we hold about you.
- Request correction or deletion of inaccurate or unnecessary data.
- Object to or restrict processing in certain circumstances.
- Withdraw consent (where processing is based on consent).
- Complain to the Information Commissioner’s Office (ICO) if you are unhappy with how we handle your data.

If you'd like to exercise any of these rights, please contact us at toby@tobyevansfinancialplanning.co.uk.

Marketing

You have the right to opt out of receiving marketing communications at any time. You can do this by:
- Clicking the unsubscribe link in emails.
- Contacting us directly at toby@tobyevansfinancialplanning.co.uk.

We will never sell your personal data or share it with third parties for marketing without your consent.

External Links

Our website may contain links to third-party websites. We are not responsible for their content or privacy policies. Please review their policies before submitting any personal data.

Changes to This Policy

We may update this privacy policy from time to time. Any changes will be posted on this page, and where appropriate, notified to you by email.

Contact Us

Questions, comments and requests regarding this privacy policy are welcomed. Please contact us by email: toby@tobyevansfinancialplanning.co.uk