lgbtqifa.co.uk Privacy Policy

March 2023

Our contact details

Website: www.lgbtqifa.co.uk

Name: Matt Campbell

Telephone: 07570 800 559

Email: mattcampbell@evolutionfs.co.uk

The type of personal information we collect

We currently collect and process the following information:

Personal identifiers, contacts and characteristics (for example, name and contact details)
Details of your financial circumstances (for example, employment, salary, loans and credit commitments) and other information volunteered by you in order for us to understand your needs.

How we get the personal information and why we have it

Most of the personal information we process is provided to us directly by you for one of the following reasons:

In order for us to contact you to discuss working with us. If you then engage with Evolution Financial Services or Lizzy Kurtzer Coaching you will be provided with the appropriate privacy notices and terms of business for those companies

We use the information that you have given us in order to contact you and understand your needs before potentially engaging with either Evolution Financial Services or Lizzy Kurtzer Coaching.

Under the UK General Data Protection Regulation (UK GDPR), the lawful bases we rely on for processing this information are:

We have a legitimate interest.

How we store your personal information

Your personal data will be recorded in our paper files, mobile devices and on our computer system. This information can only be accessed by our employees and consultants within our firm and only when necessary to contact you to respond to a query, provide a service to you or perform any administrative tasks incidental to that service.

Your personal data will be retained by us either electronically or in paper format for a maximum of six years, or in instances where we have a legal right or obligation to do so we will retain such records indefinitely.

Your data protection rights

Under data protection law, you have rights including:

Your right of access - You have the right to ask us for copies of your personal information.

Your right to rectification - You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.

Your right to erasure - You have the right to ask us to erase your personal information in certain circumstances.

Your right to restriction of processing - You have the right to ask us to restrict the processing of your personal information in certain circumstances.

Your right to object to processing - You have the the right to object to the processing of your personal information in certain circumstances.

Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you, in certain circumstances.

You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you.

Please contact us at mattcampbell@evolutionfs.co.uk or 07570 800 559 if you wish to make a request.

How to complain

If you have any concerns about our use of your personal information, you can make a complaint to us at mattcampbell@evolutionfs.co.uk or by calling 07570 800 559.

You can also complain to the ICO if you are unhappy with how we have used your data.

The ICO’s address:

Information Commissioner’s Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

Helpline number: 0303 123 1113 ICO website: https://www.ico.org.uk