Our Privacy Statement

2h Wealthcare LLP 20 Shepherds Lane, Beaconsfield, Buckinghamshire HP9 2DT  FSR Number 218677

The Data Protection Act controls how your personal information is used by organisations, businesses or the government.

From May 2018, your rights under the Data Protection Act are changing. New General Data Protection Regulation (GDPR) is being introduced. This document is designed to help you understand what is changing and the contents of this document will continue to apply following the changes that will come into effect in May 2018.

Who Is Responsible For Your Personal Information
At 2h Wealthcare LLP, our Data Controller is Stephen Wilson. The Data Controller is the person who (either alone or jointly or in common with other persons) determines the purposes for which and the manner in which any personal data is, or is to be, processed.

Data Controllers must ensure that any processing of personal data for which they are responsible complies with the Act

What Details Do We Collect From You and Why
To meet our contractual obligations and provide you with financial advice, we will need to gather and process certain information about you. This may include:

  • Name, address (including proof of address) other contact details (e.g. email and telephone numbers), gender, marital status, date and place of birth, nationality, employer, job title and employment history, and family details.
  • Sensitive personal data including information about your physical or mental health and existing and past medical conditions.
  • Identification details including national insurance number, passport number, tax identification number and driving licence number.
  • Financial information including bank accounts, income, details of all assets and liabilities. Processing includes the obtaining, recording or holding of your personal information. We will use your personal information for the following purposes:
  • To provide you with financial advice
  • To provide you with our on-going review service if this has been requested
  • For fraud prevention
  • To help prevent financial crime
  • For audit purposes

Who Do We Share Your Details With and Why
To meet our regulatory obligations and our obligations to you we may therefore need to share your personal information with product and service providers, fraud and crime prevention agencies, the Financial Conduct Authority, the Financial Ombudsman Service, the Government, another regulatory body and external compliance auditors.

We may also be required to pass your personal information to parties located outside of the European Economic Area in countries that do not have data protection laws equivalent to those here in the United Kingdom. Where this is the case, we will take reasonable steps to ensure the privacy of your information.

You may be assured that we and any company associated with us will treat all personal information as confidential and will not process it or retain it other than for a legitimate purpose. Our Privacy and Disclosure Terms May 2018 We will take steps to ensure that the information we hold is accurate kept up to date and not kept longer than necessary. We will take steps to safeguard against unauthorised or unlawful processing, accidental loss, accidental destruction or damage to the information.

Data Security
We have put in place reasonable and appropriate measures to keep your data safe. Our paper files are kept in locked office filing cabinets on our secure premises and are only available to our staff. Archived paper data is stored in professionally managed, high-security data storage centres. Electronic data is fully password protected and held in a secure UK data centre with servers protected by appropriate firewalls.

How Long Do We Keep Your Information
We will not keep your information any longer than is necessary. If we provide you with financial advice, your data will be kept in accordance with FCA regulatory expectations, which in some cases means the duration could be indefinite.

Data Protection Principals
As we are responsible for gathering and using your personal information, we have to follow strict rules called the data protection principles. As such, we must make sure that your information is:

  • Used fairly and lawfully in a transparent manner
  • Used for explicit and legitimate grounds only
  • Used in a way that is adequate, relevant and not excessive
  • Accurate and kept up to date
  • Kept for no longer than is absolutely necessary
  • Handled according to your rights
  • Kept safe and secure
  • Not transferred outside the European Economic Area without adequate protection

Your Rights
You have rights under the new Data Protection Act.
Please ask us for an explanation of each should you wish to have more information:

  • The right to be informed
  • The right of access
  • The right to rectification
  • The right to erasure
  • The right to restrict processing
  • The right to portability
  • The right to object
  • Rights to automated decision and profiling

Your Right To Access
You have the right to access any information we hold about you, and the right to know why that data is being processed, how long it’s stored for, and who has had or has access to it.

You will not be charged for us supplying you with this information however we do reserve the right to apply a reasonable fee where requests are deemed excessive. Our Privacy and Disclosure Terms May 2018 We will respond to any such request within the maximum time frame allowed of one month.

Withdrawing Consent
As a client of 2hWealthcare, we will contact you from time to time with information relating to economic or market events that we believe will be of interest to you such as investment bulletins. This is in addition to necessary communication required to carry out our contractual obligations and ongoing advice to you. If you do not wish to receive periodic information you may withdraw your consent by contacting us as follows:

2hWealthcare LLP 20 Shepherds Lane, Beaconsfield, Buckinghamshire, HP9 2DT. Tel: 01494 683100 Email: info@2hwealthcare.co.uk

If You Have A Complaint
If you have any concerns about your rights and our practices in relation to data protection, please contact us directly. We will aim to respond to your concerns and clarify how we have processed your information and with whom. We will also endeavour to put right anything that’s gone wrong.

If you are still dissatisfied after contacting us, you may report your concern to the Information Commissioner’s Office by contacting them as follows: Information Commissioner’s Office Wycliffe House Water Lane Wilmslow Cheshire SK9 5AF Tel: 0303 123 1113 Website: www.ico.org.uk

How To Contact Us
For further information on how your information is used, how we maintain the security of your information and your rights to access the information we hold on you or if you would like to make a complaint, you can write to us, email us, or call us as follows:

2hWealthcare LLP 20 Shepherds Lane, Beaconsfield, Buckinghamshire, HP9 2DT
Tel: 01494 683100
Email: info@2hwealthcare.co.uk