PP – Chartered Financial Planner London

YOUR PRIVACY POLICY

This privacy policy applies between you, the User of this Website and Green Wealth Planning Limited, the owner and provider of this Website. Green Wealth Planning Limited takes the privacy of your information very seriously. This privacy policy applies to our use of all Data collected by us or provided by you in relation to your use of the Website.

Please read this privacy policy carefully.

Definitions and interpretation

In this privacy policy, the following definitions are used:

Personal Data

collectively all information that you submit to www.makalagreen.com. This definition incorporates, where applicable, the definitions provided in the Data Protection Laws;

Data Protection Laws

any applicable law relating to the processing of personal Data, including but not limited to the GDPR, and any national implementing and supplementary laws, regulations and secondary legislation.

GDPR

the UK General Data Protection Regulation;

Scope of this privacy policy

This privacy policy applies only to the actions of Users with respect to this Website. It does not extend to any websites that can be accessed from this Website, including, but not limited to, any links we may provide to social media websites.

For purposes of the applicable Data Protection Laws, Green Wealth Planning Limited is the “data controller”. This means that Green Wealth Planning Limited determines the purposes for which and the way your Data is processed.

Data collected.

We may collect the following Data, which includes personal Data, from you:

name;
job title;
occupation;
contact Information such as email addresses and telephone numbers;
comments; when visitors leave comments on the site, we collect the data shown in the comments form;

Pop Up

If you leave a comment on our site, you may opt in to saving your name, email address and Website in cookies. These are for your convenience, so you do not have to fill in your details again when you leave another comment. If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

How we collect Data

We collect Data in the following ways:

Data is given to us by you;

Data that is given to us by you

Green Wealth Planning Limited will collect your Data in a number of ways, for example:

when you contact us through the Website, by telephone, email or through any other means;

When you sign up to our mailing list;

when you enter a competition or promotion through a social media channel;
when you chose/agree to receive marketing communications from us via pop-up (cookies);
when you give us feedback

How we use Your Personal Data

Any or all of the above Data may be required by us in order to provide you with the best possible service and experience when using our Website. Specifically, Data may be used by us for the following reasons:

internal record keeping;
improvement of our products/services;
transmission by email of marketing materials that may be of interest to you;

For the delivery of direct marketing to you via email, we’ll need your consent, whether via an opt-in or soft-opt-in via email or verbally via telephone:

soft opt-in consent is a specific type of consent which applies when you have previously engaged with us (for example, you contact us to ask us for more details about a particular product/service, and we are marketing similar products/services). Under “soft opt-in” consent, we will take your consent as given unless you opt out.

For other types of e-marketing, we are required to obtain your explicit consent; that is, you need to take positive and affirmative action when consenting by, for example, clicking the box to confirm you wish to opt in.

If you are not satisfied with our approach to marketing, you have the right to withdraw consent at any time. You can do this by unsubscribing in the email footer.

Who we share Data with

We may share your Data with the following groups of people for the following reasons:

Visitor comments may be checked through an automated spam detection service.

Keeping your Personal Data secure

We will use technical and organisational measures to safeguard your Data, for example:

We store your Data on secure servers.

Technical and organisational measures include measures to deal with any suspected data breach. If you suspect any misuse, loss, or unauthorised access to your Data, please let us know immediately by contacting us via this email address: [email protected].

If you want detailed information from, Get Safe Online on how to protect your information and your computers and devices against fraud, identity theft, viruses and many other online problems, please visit www.getsafeonline.org. Get Safe Online is supported by HM Government and leading businesses.

Data retention

Unless a longer retention period is required or permitted by law, we will only hold your Data on our systems for the period necessary to fulfil the purposes outlined in this privacy policy.

Your rights

You have the following rights in relation to your Data:

Right to access – the right to request (i) copies of the information we hold about you at any time or (ii) that we modify, update or delete such information.
Right to correct – the right to have your Data rectified if it is inaccurate or incomplete.
Right to erase – the right to request that we delete or remove your Data from our systems.
Right to restrict our use of your Data – the right to “block” us from using your Data or limit the way in which we can use it.
Right to data portability – the right to request that we move, copy or transfer your Data.
Right to object – the right to object to our use of your Data, including where we use it for our legitimate interests.

To make enquiries exercise any of your rights set out above or withdraw your consent to the processing of your Data (where consent is our legal basis for processing your Data), please contact us via this email address: [email protected].

If you are not satisfied with the way a complaint you make in relation to your Data is handled by us, you may be able to refer your complaint to the relevant data protection authority. For the UK, this is the Information Commissioner’s Office (ICO). The ICO’s contact details can be found on their Website at https://ico.org.uk/.

It is important that the Data we hold about you is accurate and current. Please keep us informed if your Data changes during the period for which we hold it.

Links to other websites

This Website has links to other websites (to collect data and for further information), including social media links which Green Wealth Planning Limited do not own, and different privacy policies may apply.
amazon.co.uk

bevjames.comYOUR PRIVACY POLICYThis privacy policy applies between you, the User of this Website and Green Wealth Planning Limited, the owner and provider of this Website. Green Wealth Planning Limited takes the privacy of your information very seriously. This privacy policy applies to our use of all Data collected by us or provided by you in relation to your use of the Website.Please read this privacy policy carefully.Definitions and interpretation

In this privacy policy, the following definitions are used:

Personal Data

collectively all information that you submit to www.makalagreen.com. This definition incorporates, where applicable, the definitions provided in the Data Protection Laws;

Data Protection Laws

any applicable law relating to the processing of personal Data, including but not limited to the GDPR, and any national implementing and supplementary laws, regulations and secondary legislation.

GDPR

the UK General Data Protection Regulation;

Scope of this privacy policy

This privacy policy applies only to the actions of Users with respect to this Website. It does not extend to any websites that can be accessed from this Website, including, but not limited to, any links we may provide to social media websites.

For purposes of the applicable Data Protection Laws, Green Wealth Planning Limited is the “data controller”. This means that Green Wealth Planning Limited determines the purposes for which and the way your Data is processed.

Data collected.

We may collect the following Data, which includes personal Data, from you:

name;
job title;
occupation;
contact Information such as email addresses and telephone numbers;
comments; when visitors leave comments on the site, we collect the data shown in the comments form;

Pop Up

If you leave a comment on our site, you may opt in to saving your name, email address and Website in cookies. These are for your convenience, so you do not have to fill in your details again when you leave another comment. If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

How we collect Data

We collect Data in the following ways:

Data is given to us by you;

Data that is given to us by you

Green Wealth Planning Limited will collect your Data in a number of ways, for example:

when you contact us through the Website, by telephone, email or through any other means;

When you sign up to our mailing list;

when you enter a competition or promotion through a social media channel;
when you chose/agree to receive marketing communications from us via pop-up (cookies);
when you give us feedback

How we use Your Personal Data

Any or all of the above Data may be required by us in order to provide you with the best possible service and experience when using our Website. Specifically, Data may be used by us for the following reasons:

internal record keeping;
improvement of our products/services;
transmission by email of marketing materials that may be of interest to you;

For the delivery of direct marketing to you via email, we’ll need your consent, whether via an opt-in or soft-opt-in via email or verbally via telephone:

soft opt-in consent is a specific type of consent which applies when you have previously engaged with us (for example, you contact us to ask us for more details about a particular product/service, and we are marketing similar products/services). Under “soft opt-in” consent, we will take your consent as given unless you opt out.

For other types of e-marketing, we are required to obtain your explicit consent; that is, you need to take positive and affirmative action when consenting by, for example, clicking the box to confirm you wish to opt in.

If you are not satisfied with our approach to marketing, you have the right to withdraw consent at any time. You can do this by unsubscribing in the email footer.

Who we share Data with

We may share your Data with the following groups of people for the following reasons:

Visitor comments may be checked through an automated spam detection service.

Keeping your Personal Data secure

We will use technical and organisational measures to safeguard your Data, for example:

We store your Data on secure servers.

Technical and organisational measures include measures to deal with any suspected data breach. If you suspect any misuse, loss, or unauthorised access to your Data, please let us know immediately by contacting us via this email address: [email protected].

If you want detailed information from, Get Safe Online on how to protect your information and your computers and devices against fraud, identity theft, viruses and many other online problems, please visit www.getsafeonline.org. Get Safe Online is supported by HM Government and leading businesses.

Data retention

Unless a longer retention period is required or permitted by law, we will only hold your Data on our systems for the period necessary to fulfil the purposes outlined in this privacy policy.

Your rights

You have the following rights in relation to your Data:

Right to access – the right to request (i) copies of the information we hold about you at any time or (ii) that we modify, update or delete such information.
Right to correct – the right to have your Data rectified if it is inaccurate or incomplete.
Right to erase – the right to request that we delete or remove your Data from our systems.
Right to restrict our use of your Data – the right to “block” us from using your Data or limit the way in which we can use it.
Right to data portability – the right to request that we move, copy or transfer your Data.
Right to object – the right to object to our use of your Data, including where we use it for our legitimate interests.

To make enquiries exercise any of your rights set out above or withdraw your consent to the processing of your Data (where consent is our legal basis for processing your Data), please contact us via this email address: [email protected].

If you are not satisfied with the way a complaint you make in relation to your Data is handled by us, you may be able to refer your complaint to the relevant data protection authority. For the UK, this is the Information Commissioner’s Office (ICO). The ICO’s contact details can be found on their Website at https://ico.org.uk/.

It is important that the Data we hold about you is accurate and current. Please keep us informed if your Data changes during the period for which we hold it.

Links to other websites

This Website has links to other websites (to collect data and for further information), including social media links which Green Wealth Planning Limited do not own, and different privacy policies may apply.

General

This Agreement will be governed by and interpreted according to the law of England and Wales. All disputes arising under the Agreement will be subject to the exclusive jurisdiction of the English and Welsh courts.

Changes to this privacy policy

Green Wealth Planning Limited reserves the right to change this privacy policy as we may deem necessary from time to time or as may be required by law. Any changes will be immediately updated on the Website, and you are deemed to have accepted the terms of the privacy policy on your first use of the Website following the alterations.

calendly.com
convertKit.com
typeform.com

General

This Agreement will be governed by and interpreted according to the law of England and Wales. All disputes arising under the Agreement will be subject to the exclusive jurisdiction of the English and Welsh courts.

Changes to this privacy policy

Please read this privacy policy carefully.

Definitions and interpretation

In this privacy policy, the following definitions are used:

Personal Data	collectively all information that you submit to www.makalagreen.com. This definition incorporates, where applicable, the definitions provided in the Data Protection Laws;
Data Protection Laws	any applicable law relating to the processing of personal Data, including but not limited to the GDPR, and any national implementing and supplementary laws, regulations and secondary legislation.
GDPR	the UK General Data Protection Regulation;

Scope of this privacy policy

This privacy policy applies only to the actions of Users with respect to this Website. It does not extend to any websites that can be accessed from this Website, including, but not limited to, any links we may provide to social media websites.

For purposes of the applicable Data Protection Laws, Green Wealth Planning Limited is the “data controller”. This means that Green Wealth Planning Limited determines the purposes for which and the way your Data is processed.

Data collected.

We may collect the following Data, which includes personal Data, from you:

name;
job title;
occupation;
contact Information such as email addresses and telephone numbers;
comments; when visitors leave comments on the site, we collect the data shown in the comments form;

Pop Up

If you leave a comment on our site, you may opt in to saving your name, email address and Website in cookies. These are for your convenience, so you do not have to fill in your details again when you leave another comment. If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

How we collect Data

We collect Data in the following ways:

Data is given to us by you;

Data that is given to us by you

Green Wealth Planning Limited will collect your Data in a number of ways, for example:

when you contact us through the Website, by telephone, email or through any other means;

When you sign up to our mailing list;

when you enter a competition or promotion through a social media channel;
when you chose/agree to receive marketing communications from us via pop-up (cookies);
when you give us feedback

How we use Your Personal Data

Any or all of the above Data may be required by us in order to provide you with the best possible service and experience when using our Website. Specifically, Data may be used by us for the following reasons:

internal record keeping;
improvement of our products/services;
transmission by email of marketing materials that may be of interest to you;

For the delivery of direct marketing to you via email, we’ll need your consent, whether via an opt-in or soft-opt-in via email or verbally via telephone:

soft opt-in consent is a specific type of consent which applies when you have previously engaged with us (for example, you contact us to ask us for more details about a particular product/service, and we are marketing similar products/services). Under “soft opt-in” consent, we will take your consent as given unless you opt out.

For other types of e-marketing, we are required to obtain your explicit consent; that is, you need to take positive and affirmative action when consenting by, for example, clicking the box to confirm you wish to opt in.

If you are not satisfied with our approach to marketing, you have the right to withdraw consent at any time. You can do this by unsubscribing in the email footer.

Who we share Data with

We may share your Data with the following groups of people for the following reasons:

Visitor comments may be checked through an automated spam detection service.

Keeping your Personal Data secure

We will use technical and organisational measures to safeguard your Data, for example:

We store your Data on secure servers.

Technical and organisational measures include measures to deal with any suspected data breach. If you suspect any misuse, loss, or unauthorised access to your Data, please let us know immediately by contacting us via this email address: [email protected].

If you want detailed information from, Get Safe Online on how to protect your information and your computers and devices against fraud, identity theft, viruses and many other online problems, please visit www.getsafeonline.org. Get Safe Online is supported by HM Government and leading businesses.

Data retention

Unless a longer retention period is required or permitted by law, we will only hold your Data on our systems for the period necessary to fulfil the purposes outlined in this privacy policy.

Your rights

You have the following rights in relation to your Data:

Right to access – the right to request (i) copies of the information we hold about you at any time or (ii) that we modify, update or delete such information.
Right to correct – the right to have your Data rectified if it is inaccurate or incomplete.
Right to erase – the right to request that we delete or remove your Data from our systems.
Right to restrict our use of your Data – the right to “block” us from using your Data or limit the way in which we can use it.
Right to data portability – the right to request that we move, copy or transfer your Data.
Right to object – the right to object to our use of your Data, including where we use it for our legitimate interests.

To make enquiries exercise any of your rights set out above or withdraw your consent to the processing of your Data (where consent is our legal basis for processing your Data), please contact us via this email address: [email protected].

If you are not satisfied with the way a complaint you make in relation to your Data is handled by us, you may be able to refer your complaint to the relevant data protection authority. For the UK, this is the Information Commissioner’s Office (ICO). The ICO’s contact details can be found on their Website at https://ico.org.uk/.

It is important that the Data we hold about you is accurate and current. Please keep us informed if your Data changes during the period for which we hold it.

Links to other websites

19. This Website has links to other websites (to collect data and for further information), including social media links which Green Wealth Planning Limited do not own, and different privacy policies may apply.

General

This Agreement will be governed by and interpreted according to the law of England and Wales. All disputes arising under the Agreement will be subject to the exclusive jurisdiction of the English and Welsh courts.

Changes to this privacy policy

Cookies