Privacy Policy
Who are we?
We are Maxwell Scott Limited and can be contacted on the below contact details:
• Email: customerservice@maxwell-scott.co.uk
• Address: 38 Booths Hill Road, Lymm, United Kingdom, WA13 0DL
Why do we collect and use your personal information?
We collect and use your personal information in order to review your financial circumstances and, where appropriate, refer you to a suitable financial services provider who will then provide advice on the options available to you.
We may use your information to send marketing communications to you about products and services that may be of interest to you. We will send our marketing communications to you by email. You can object to your personal information being used by us to send you marketing information by using the unsubscribe link on the email to enable you to opt-out of receiving future marketing communications regarding that service or product.
Who will we share your personal information with?
We will share your personal information with Pacific Financial Solutions, suitable financial services providers such as FCA authorised and regulated firms, Insolvency Practitioners and not-for-profit advice organisations.
When required by law, we may share your personal information with regulatory bodies such as the FCA and HMRC.
At times, we may engage the services of professional advisers such as compliance consultants, solicitors and accountants who may be given access to your personal information in order to provide their services to us. We will ensure that your personal information is protected by obtaining a written undertaking of confidentiality from the professional service providers.
How long will we store your personal information?
We will store your personal information for up to six years after you cease to be our client. This is to enable us to refer to our records in the unlikely event that you want to lodge a complaint against us within six years.
If you do not exercise your right to object to marketing or unsubscribe to our marketing emails we will store your personal information for marketing purposes until you exercise your right to object or unsubscribe.
What are your rights in relation to your personal information?
Right to access
You have the right to request copies of the personal information we hold about you at any time.
Right to rectification
You have the right to request that we correct any inaccurate personal information we hold about you.
Right to erasure
You have the right to request that we delete your personal information from our records.
Please note that we will not be able to delete your personal information whilst we are still providing our services to you. We will be able to delete your personal information once you cancel the service or once the service is completed.
Right to restrict processing
You have the right to request that we restrict how we use your personal information.
Right to object
You have the right to object to the collection and use of your personal information at any time.
Right to data portability
You have the right to obtain a copy of your personal information in a legible and compatible format such as Excel or Word.
How can I exercise my rights in relation to my personal information?You can exercise all of your rights by contacting us on any of the above contact details.
How do I lodge a complaint about the use of my personal information?
You can lodge a complaint with us directly by contacting us on one of the above contact details.
You also have the right to lodge a complaint directly with the Information Commissioner’s Office (ICO). The ICO are the regulator who makes sure that we use your personal information in a lawful way.
You can lodge a complaint with the ICO by following this link https://ico.org.uk/concerns/ or calling the ICO on 0303 123 1113.