Privacy Notice for The Financial Planning Centre

We take your privacy seriously and are committed to handling your personal information lawfully, fairly
and transparency under the UK GDPR and the Data Protection Act 2018.

This privacy notice explains how we collect, use, share, store and protect your personal information –
including where we use artificial intelligence (AI) or automated tools.

Contact details

Please contact us if you have any questions about our privacy policy or personal information, we hold
about you:

The Financial Planning Centre
City Mills Business Centre, Offices FF04/05
Peel Street, Morley, Leeds, LS27 8QL

Email: contactus@thefpc.net

What personal information we collect

We will collect or use your personal information when you engage us for financial planning.

This information may include:

• Personal identifiers – details that help us to confirm who you are, such as:
  • Your name, date of birth, address, contact details
  • National insurance number
  • Identification documents (passport, driving licence)

• Financial and professional information – Information that helps us understand your financial position
  including:
  • Your income and regular spending
  • Details of your assets, liabilities, pensions & investments
  • Tax information
  • Bank account details
  • Employment information
  • We may also need to use special category information, but only, where relevant and with your
    explicit consent. This could include:
    • Health information (for example, when providing insurance advice)
    • Racial or ethnic origin
    • Genetic information
• Communications – to keep accurate records and meet regulatory requirements we may record:
  • Emails, notes of telephone call, meeting notes