Privacy policy

Who we are

Financial Aims Ltd is the data controller for the personal information we hold about you. This policy explains what we collect, why, who we share it with and your rights.

• Address: The Coach House, 66-70 Bourne Road, Bexley, Kent DA5 1LU
• Registered office: The Old Barn, Off Wood Street, Swanley Village, Swanley, Kent BR8 7PA. Registered in England No. 04565352
• Telephone: 0203 947 6801
• Data protection contact: Ian Stedman, [email protected]
• Regulation: authorised and regulated by the Financial Conduct Authority, register number 502969
• ICO registration number: Z1875347

Information we collect

We collect information you give us when you contact us, complete our fact find or risk questionnaire, or become a client. We also receive information from product providers, platforms and your employer's pension scheme with your authority.

• Identity and contact details: name, date of birth, address, telephone, email, National Insurance number, nationality and identity documents
• Family details: marital status, and the names and dates of birth of your dependants
• Financial details: income, expenditure, assets, liabilities, pensions, savings, investments and protection policies
• Employment details: occupation, employer and pension contributions
• Attitude to risk: your investment experience, attitude to risk and capacity for loss
• Health and personal circumstances: health conditions, smoker status and circumstances that may make you vulnerable. This is special category data and we treat it with extra care.
• Website use: cookies and usage information when you visit this website

When you give us information about another person, such as your partner or children, please make sure they are happy for you to do so.

How we use your information and why

We only use your information where the law allows us to.

You can withdraw your consent to us using health information at any time. If you do, we may not be able to advise you on some products, such as life cover or income protection.

Who we share it with

We only share your information where needed to advise you, arrange products or meet our legal duties:

• Product providers, insurers, pension schemes, platforms and lenders
• Identity verification, credit reference and fraud prevention agencies
• Our compliance support, auditors and professional advisers
• IT, cloud storage and back-office system suppliers who process data on our behalf
• Regulators, the Financial Ombudsman Service and law enforcement where required by law
• Anyone you ask us to deal with, such as your accountant, solicitor or a named family member

We will never sell your information or share it with companies outside our organisation for their marketing.

Storage, security and how long we keep it

We keep your information on secure systems, including Microsoft 365, with access limited to staff who need it. Some of our suppliers may store data outside the UK; where they do, we make sure appropriate safeguards are in place, such as UK adequacy regulations or approved contract clauses.

We keep client records for as long as we need them to advise you and to meet regulatory rules:

These are the minimum periods set by the Financial Conduct Authority and money laundering regulations. We may keep records longer where we need them to deal with a later claim or complaint. After that we delete or securely destroy it.

Your rights

You can ask us, free of charge, to:

• Give you a copy of the information we hold about you
• Correct information that is wrong or incomplete
• Delete your information, where we are not required to keep it
• Restrict or object to how we use it
• Pass your information to another firm in a usable format
• Stop using your health information or sending you marketing, by withdrawing your consent

Contact Ian Stedman on 0203 947 6801 or [email protected]. We will reply within one month.

Complaints

If you are unhappy with how we handle your information, please tell us first. You also have the right to complain to the Information Commissioner's Office at ico.org.uk or on 0303 123 1113.

Cookies and other websites

This website uses cookies to understand how visitors use it. You can set your browser to refuse cookies, though some features may not work. See www.aboutcookies.org for how. Links to other websites are covered by those websites' own privacy policies.

Changes to this policy

We review this policy regularly and post any changes on this page. Last updated: 14.10.2026.