Privacy Policy

1. About this statement

This privacy policy statement sets out the data processing practices carried out through your use of this web site by Blake Independent Financial Planning Ltd.

Like the majority of websites, when you visit this one we do not ask you to tell us who you are or log into any pages. We do not request any personal information when you are browsing. But if you choose to ask us to telephone you or contact you in any way we will need some information from you to do that.

Any information you do give us is strictly private, can only be used in certain limited ways and as we are registered under the Data Protect Act we will never give your information to anyone who does not need it to do their job. By using our website you are agreeing to allow Blake Independent Financial Planning Ltd. to collect and use information in the way we describe in this Privacy Statement.

2. Information collected

We collect personal information from visitors to this web site every time you e-mail us your details.

3. Use of personal information

We process personal information collected via this web site for the purposes of:

• Identifying potential customers
• Providing you with the services that you have requested
• Dealing with your requests and enquiries
• Carrying out customer and marketing research
• Providing you with information about products and services offered by Blake Independent Financial Planning Ltd.
• We do not sell personal information collected through this site or use your personal information for any other purposes than those stated above

4. Security

We endeavour to take all reasonable steps to protect your personal information. All the data collected by us is stored on a secure server.

5. Disclosures

We will only disclose personal information to companies and suppliers we engage to process data on our behalf.

We do not have any control over the websites of any other company outside Blake Independent Financial Planning Ltd. So if you click on a link on our site that takes you to another website we cannot be held responsible for your privacy when you are on that website.

Blake Independent Financial Planning Ltd is authorised and regulated by the Financial Services Authority. We are entered into the FSA register and our FSA registration number is 408150.

The guidance and /or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The Financial Services Authority does not regulate taxation and trust advice, accountancy, private banking and legal services.

The tax relief referred to in this site applies to the United Kingdom and to UK tax paying residents. These are liable to change and this will be explained during your meeting with one of our advisers who will also explain the value of that relief as this is dependent upon the taxpayer and their personal circumstances. Investment decisions should not be taken based on the content of this site. Always take full individual advice. There will be a fee for mortgage advice - the precise amount will depend upon your circumstances, but we estimate it will be £699. You have the option to pay us a fee and receive any commission which we are paid by the lender. If you choose this option, we estimate that the fee will be £1,000.

Your home may be repossessed if you do not keep up repayments on a mortgage or any other loan secured on it.