Privacy Policy


Chancery Financial Planning LLP is committed to protecting and respecting your privacy. [Currently, under the Data Protection Act 1998 (“DPA”), and] from 25 May 2018 under the General Data Protection Regulation as implemented into UK law (”GDPR”), we are required to provide you with certain information about what data we hold about you . We therefore ask that you please read our Privacy Policy before providing us with any information about you or any other person.

The Data Protection representative for Chancery Financial Planning LLP is Paula Hudson and the contact details in the event of a query with regard to our Privacy Notice is as follows:

First Floor Mitre House
44-46 Fleet Street
England, EC4Y 1BP
Email Address:

Chancery Financial Planning LLP (Company No. OC388382) has its registered office at Chancery Financial Planning LLP First Floor Mitre House, 44-46 Fleet Street, London, England, EC4Y 1BP.

Information we may collect from you

By ticking the “opt-in’ box when you entered your details you provided us with your consent to process the following data about you:

  • Name and contact details that you provide by filling in your details on our site ( using the ‘contact us’ form
  • Information your provide us with when you registering to receive our newsletters

How we use your Personal Information

We use information held about you in the following ways:

  • To ensure that content from our site is presented in the most effective manner for you;
  • To provide you with information, products of services that you request from us or which we feel may interest you, where you have consented to be contacted for such purposes;
  • To administer our site and for internal business administration and operations, including troubleshooting, data analysis, testing, research, statistical and survey purposes;
  • To notify you about changes to our service;
  • As part of our efforts to keep our site safe and secure;
  • To provide you with information about other services we offer that are similar to those that you already have or have enquired about where we have your consent to do so.

Disclosure of your information

Where we are collecting your personal information for the purposes of providing you with a newsletter, we use the services of [insert the details of the company who send out the newsletter]. A copy of their Privacy Notice can be obtained by clicking on this link [you will need to hyperlink this word to their GDPR compliant Privacy Notice).

We may transfer your personal information to a third party as part of a sale of some, or all, of our business and assets or as part of any business restructuring or reorganisation, or if we are under a duty to disclose or share your personal data in order to comply with any legal obligation. However, we will take steps to ensure that your privacy rights continue to be protected.


At Chancery Financial Planning LLP, we take our responsibility to look after your personal information and privacy seriously. In today’s world, we have all seen a growing trend in cybercrime and security breaches. We have a number of security measures in place to help prevent fraud and cybercrime. All information you provide to us is stored on our secure servers. Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.

We will only keep your personal data for as long as we need to in order to fulfil the purposes for which it was collected, and as set out in this privacy notice. Where you withdraw your consent, your personal information will be permanently from our systems unless we are required to keep it by law or regulatory requirements, or need to keep it for the establishment, exercise or defence of legal claims.

Our Employees

Our employees take part in an annual Information Security training and awareness program and must agree to adhere to the Data Protection Act and our own Information Security Policy that are designed to keep your information safe. These are refreshed each year to reflect the current trends that are being observed across the information security landscape. Information Security awareness also forms part of our new employee induction program.

We also educate our employees in identifying potential financial crime and internal fraud; any suspicious activity is reported to our Money Laundering Officer.

Your Rights

You have the following rights which can be exercised by contacting us via the contact details set out above:

  • To access personal data held about you, and where our processing is based on your consent, to have that data transferred to another controller, where technically feasible;
  • To request the rectification or completion of personal data which are inaccurate or incomplete;
  • To withdraw your consent (to opt out);
  • To have your data erased;
  • To lodge a complaint with the ICO.

You can obtain further information about your rights from the Information Commissioner’s Office at or via their telephone helpline (0303 123 1113).


The Chancery Financial Planning LLP website uses cookies – small text files that are stored on your computer or in your browser – to help us to monitor how visitors use our site and allow us to maintain the optimum experience for website users. The website does not store or capture personal information about you when you visit it, it merely records traffic information. This means information about all of our visitors collectively, for example the number of visits the website receives. In order to respect our visitors’ rights of privacy, this information is anonymous and no individual visitor can be identified from it.

You can disable and delete cookies by changing the appropriate setting within your browser’s ‘Help’, ‘Tools’ or ‘Settings’ menu. Please note that by disabling cookies you may not benefit from some of the features of our site. You can find out more about deleting or controlling cookies by visiting

Google Analytics

This website uses Google Analytics, a web analytics service provided by Google, Inc. (“Google”). Google Analytics uses cookies (text files placed on your computer) to help the website operators analyse how users use the site. The information generated by the cookie about your use of the website (including your IP address) will be transmitted to and stored by Google on servers in the United States. Google will use this information for the purpose of evaluating your use of the website, compiling reports on website activity for website operators and providing other services relating to website activity and internet usage. Google may also transfer this information to third parties where required to do so by law, or where such third parties process the information on Google’s behalf. Google will not associate your IP address with any other data held by Google.

In addition, we use Google’s remarketing technology to advertise online. In doing so, Google will place or read a unique ad-serving cookie on your computer and will use non-personal information about your browser and your activity on our sites to serve ads on their content network. Please click here for more information about remarketing or to opt-out of the Google remarketing cookie.

We will only collect personal information about you if you send us an e-mail enquiry via the ‘contact us’ facility or you register to receive your Unit Trust Manager’s Reports by email. In order for this to happen, you will need to fill out the on line ‘contact us’ form or complete the registration details. The type of information being collected for an enquiry will be apparent from the layout of the ‘contact us’ form, which also tells you how this information will be used. The type of information collected to register to receive the Unit Trust Manager’s Reports by email will be apparent from the details requested when you register. The information collected when you register will only be used to email your Unit Trust Manager’s Reports and for no other reason.

We take all reasonable precautions to protect our visitors’ information, both on and off line. If your personal information changes, please let us know and we will correct, update or remove any information that we hold about you on our active databases. We may however need to retain archive copies of that personal information for legal or audit purposes. If you have any queries regarding the way in which Chancery Financial Planning LLP handles data collected from you on this website, please visit the contact us page.

By using this website, you consent to the processing of data about you by Google in the manner and for the purposes set out in the above four paragraphs.


Please note that if you communicate with us electronically, including by e-mail, telephone or fax, this communication may be randomly monitored and/or recorded to protect the interests of our business and our customers. This includes for the purposes of maintaining customer/service quality standards, detection of and/or prevention of crime and to ensure that Chancery Financial Planning LLP employees comply with legal obligations and Chancery Financial Planning LLP policies and procedures (including our customer relations practices).


We may provide hyperlinks from this web site (‘the Site’) to web sites of other organisations including websites of associated companies. Please note that this Privacy Policy applies only to this Site and that Chancery Financial Planning LLP will not liable for the contents of linked web sites or any transactions carried out with organisations operating those web sites.

Review of this Policy

We may make changes to this Privacy Policy from time to time, including as part of the new European data protection legislation which comes into effect on 25 May 2018 (the “General Data Protection Regulation”) – we will update the Privacy Policy and we will publish on our website any new version of this Policy.

This Policy was last updated in May 2018.