Privacy Policy

We take our obligations in respect of data privacy seriously and recognise that it is important for you to understand how we make use of personal data.

Please read this privacy policy carefully as it contains important information about how we use personal data that you provide to us or we collect from you when you visit the financial healthcheck website.

It also explains the ways in which we will protect your personal data and sets out your rights in respect of personal data that we process about you.

We (Bluebell Financial Management, Mortgage Select, Utility Warehouse) currently collect and process the following information:

name and contact details to contact you about our events;
visiting and browsing our financial healthcheck Site;
completing our “contact us” form on our Site or otherwise enquiring about our events;
engaging with us over the telephone or virtually (in some instances we will record phone or video calls with you);
subscribing to receive any of our publications or other marketing communications;
mentioning or interacting with us on social media (for example by following / mentioning / tagging us or by contacting us directly);
you attend one of our events;
providing us with feedback about our events

What do we do with this information?

To confirm identification when you contact us
To keep you informed of our events
To communicate with you in the event that our events are cancelled or postponed
For record-keeping purposes
For market research
To track activity on our website
To improve and monitor our customer service to you
For any other purpose deemed necessary for business

We use the information that you have given us in order to give you the details of our events that you have registered for or to respond to your enquiry through our content form.

Your information will be shared between Bluebell Financial Management, Mortgage Select, Utility Warehouse.

If you choose to engage with our services individually then our individual privacy policies will apply which can be found on our websites.

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

Your consent. You are able to remove your consent at any time. You can do this by contacting Carolyn Matravers, Jodie Williamson or Gareth Markham.

Carolyn Matravers - carolyn@bluebellfinancialmanagement.co.uk

Jodie Williamson - jodiewilliamsonuw@gmail.com

Gareth Markham - gareth@mortgageselectsw.co.uk

How we store your personal information

We keep your name and contact details for the duration of our events. If you go onto engage with our services individually then our own privacy policies will come into effect.

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 the emails above, 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;

Carolyn Matravers

Bluebell Financial Management

Courtmoor Farm

Upottery

Honiton

EX14 9QA

07944 992682

carolyn@bluebellfinancialmanagement.co.uk

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