Privacy Policy

Access Financial Services Ltd takes privacy and data protection seriously – so please read the following important information that explains how we collect, store and use your personal information.

Access Financial Services Ltd is registered in England under company number 04427489, with registered office at: Unit 1 Furtho Court, Towcester Road, Old Stratford, Milton Keynes, England, MK19 6AN.
We are authorized and regulated by the Financial Conduct Authority under company reference no: 301173.

This notice (together with the statutory disclosures and any other documents to which it refers) sets out how we process your personal data that we collect from you or that you provide to us.

Personal information is information that relates to you and makes you identifiable – directly or indirectly.
This may include your name, address, date of birth, insurance number, employment situation, physical and mental health, income and expenses, data of children under 13, etc.

We may also automatically collect technical data, such as: IP address, geographic location, browser type and version, operating system.

Data may also come from third parties, such as: financial advisors, insurers, credit reporting agencies, public institutions, market researchers, government bodies.

Some personal data are subject to additional protection, such as:
– Racial or ethnic origin
– Political views
– Religion or belief
– Trade union membership
– Genetic and biometric data
– Data on health, sex life and sexual orientation

The processing of conviction data is also subject to separate rules. To process sensitive data, we need your express consent.

We need them to provide you with our services, e.g.:
a) Providing advice and services you have requested
b) Keeping records for legal and regulatory purposes
c) Informing you about services and products that may be of interest to you (if you have consented)

Mainly directly from you (during meetings, conversations, emails), as well as from third parties (e.g. for identity verification). In the case of electronic identity verification, we do not need your consent, but we will inform you about the procedure.

We use technical and organizational measures to protect your data from unauthorized access. Data may be stored on paper and electronically, accessible only to our employees when necessary to provide services.

Your data will be kept for a minimum of 6 years or longer if required by legal or regulatory obligation.

– Right of access – you will receive a copy of your data within 30 days
– Right of rectification – you can request the correction of inaccurate data
– Right of erasure – you can request to be “forgotten”
– Right of data portability – you can request that your data be transferred to another controller

In some cases, legal obligations may limit the ability to delete data.

We only share data when it is necessary to perform services or required by law. We have agreements with third parties to ensure that they treat your data with due care.

Data may be transferred outside the EEA, but only if adequate security measures are provided.

If you give your consent, we may contact you for marketing purposes by email, phone, mail or SMS.

For data protection issues, contact:
Karl Wilkinson
e-mail: info@accessfs.co.uk
tel: 0800 999 3939
address: Unit 1 Furtho Court, Towcester Road, Old Stratford, Milton Keynes, MK19 6AN

If you have a complaint, you can contact the ICO (Information Commissioner’s Office):
https://ico.org.uk/global/contact-us/
address: Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF