North Crownpart

Privacy Policy

Your privacy matters deeply to us. This policy explains how North Crownpart protects and handles your personal information with complete transparency.

Effective Date: January 1, 2025
Introduction
At North Crownpart, we've built our financial planning services around one core principle: your trust comes first. This privacy policy isn't filled with legal jargon designed to confuse you. Instead, we're going to walk you through exactly how we handle your information, why we need certain details, and what rights you have regarding your data.
We understand that when you're planning your financial future, you're sharing some of your most personal information with us. That responsibility doesn't escape us. Every data protection measure we've implemented stems from this understanding.
What This Policy Covers
This policy applies to all personal information we collect through our website (northcrownpart.com), our services, and any interactions you have with our team. It covers both the information you actively provide and the information we automatically collect when you use our services.
Information We Collect
Let's be straightforward about what information we collect and why we need it:
  • Personal Details: Your name, email address, phone number, and postal address when you contact us or sign up for our services
  • Financial Information: Income details, existing financial commitments, investment preferences, and financial goals when you use our planning services
  • Communication Records: Copies of our correspondence, meeting notes, and service preferences to maintain continuity in our relationship
  • Website Usage: How you navigate our website, pages you visit, and time spent on different sections to improve our online experience
  • Device Information: Your IP address, browser type, and device specifications for security and technical optimization purposes
How We Use Your Information
Every piece of information we collect serves a specific purpose in delivering our financial planning services:
Service Delivery
We use your financial information to create personalized financial plans, track your progress toward goals, and provide ongoing guidance tailored to your specific situation.
Communication
Your contact details help us send important updates about your financial plan, schedule appointments, and respond to your questions promptly.
Legal Compliance
Financial services require us to maintain certain records and perform identity verification checks to comply with UK financial regulations.
Service Improvement
We analyze usage patterns to enhance our website functionality and develop better tools for financial planning.
Data Protection Measures
Protecting your financial information isn't just good business practice—it's essential to what we do. Here's how we keep your data secure:
  • All sensitive data is encrypted both when stored on our servers and when transmitted between your device and our systems
  • Access to client information is restricted to authorized team members who require it for service delivery
  • Our systems undergo regular security audits and updates to protect against emerging threats
  • We maintain comprehensive backup systems to ensure your data remains safe and accessible
  • All team members complete regular training on data protection and confidentiality requirements
Your Rights Under UK Data Protection Law
Under the UK General Data Protection Regulation (UK GDPR) and Data Protection Act 2018, you have several important rights regarding your personal information:
Right to Access
You can request a copy of all personal information we hold about you, including details about how we're using it and who we've shared it with.
Right to Rectification
If any of your personal information is inaccurate or incomplete, you can ask us to correct or update it immediately.
Right to Erasure
You can request that we delete your personal information, subject to certain legal and regulatory requirements we must follow.
Right to Portability
You can request a machine-readable copy of your personal information to transfer to another service provider if you choose.
Data Sharing and Third Parties
We don't sell your personal information to anyone. Period. However, we do work with trusted partners to deliver our services effectively:
  • Professional Service Providers: We may share relevant information with accountants, solicitors, or other financial professionals when you've specifically requested their involvement
  • Technology Partners: Our website hosting, email systems, and client management tools are provided by carefully vetted companies who meet our data protection standards
  • Regulatory Bodies: We may be required to share information with financial regulators or law enforcement agencies when legally obligated to do so
  • Business Transfers: If North Crownpart is acquired or merged, your information would be transferred under the same privacy protections outlined in this policy
Data Retention Policy
We retain your personal information only as long as necessary to provide our services and meet legal requirements. Active client information is kept throughout our relationship and for seven years afterward, as required by UK financial services regulations. Marketing information is held until you ask us to stop or we determine it's no longer relevant.
International Data Transfers
While we primarily store your information within the UK, some of our technology providers may process data in other countries. When this happens, we ensure these transfers meet UK data protection standards through appropriate safeguards such as adequacy decisions or standard contractual clauses.
Cookies and Website Technologies
Our website uses cookies to improve your experience and help us understand how our site is being used:
  • Essential Cookies: These keep our website functioning properly and remember your preferences during your visit
  • Analytics Cookies: We use these to understand which pages are most helpful and how we can improve our website
  • Preference Cookies: These remember your choices about cookie settings and other website preferences
You can control cookie settings through your browser, though some website functionality may be limited if you disable certain types of cookies.
Changes to This Policy
We review this privacy policy regularly and will update it when our practices change or new regulations require modifications. When we make significant changes, we'll notify existing clients via email and post the updated policy on our website with a new effective date.
Stay Informed: We recommend reviewing this policy periodically to stay informed about how we protect your information. The most current version will always be available on our website.
Questions About Your Privacy?
We believe in transparency and want you to feel completely comfortable with how we handle your information. If you have any questions about this policy or want to exercise any of your rights, please don't hesitate to reach out.
Address: 56-80 The Arndale Centre, Luton LU1 2SZ, United Kingdom
Phone: +441782837996
Email: support@northcrownpart.com
Data Protection Officer: Available at the same contact details above
You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) if you believe we've not handled your personal information appropriately. You can contact the ICO through their website at ico.org.uk or by calling 0303 123 1113.
This privacy policy was last updated on January 1, 2025