Chambers Financial Solutions Ltd
Online Data Privacy Statement

Who We Are

We are Chambers Financial Solutions Ltd, an appointed representative of New Leaf Distribution Ltd. We provide financial planning solutions and advice through experienced and qualified advisers based in the UK.

Currently, Chambers Financial Solutions Ltd and New Leaf Distribution Ltd jointly determine the purposes and means of processing personal client data relating to giving advice. This means we are joint data controllers for the core advice-giving activities and are therefore responsible for managing each client’s data and ensuring compliance.

However, Chambers Financial Solutions Ltd is solely responsible for some activities, for example any direct marketing that we undertake.

What This Privacy Statement Covers

To supply our customers with our services we need to use information about you, and some of that may be personal or private. For example, we may need to know your name and address, details of how you would like to be contacted, or how you would like to pay for the services we provide.

This statement explains what information we collect, why we collect it, what we use it for, and who we may share it with. It also explains your rights and how we look after your data.

Information We Collect

The information we collect about you may vary depending on the services we provide. Typically, we may need:

• Your name and address
• Contact details (phone, email)
• Bank account or payment details

If you are receiving financial advice, we may also need:

• Your employment information
• Details of your assets and liabilities
• Information about your health and lifestyle (if relevant to the service)

How We Collect Your Information

We prefer to collect information directly from you to ensure accuracy. We collect information when:

• You complete our fact-find and discussion documents
• You contact us by phone, email, or online form
• You use our secure client portal
• You complete surveys or application forms

How We Use Your Information

• Provide you with the services you requested
• Meet legal and regulatory requirements
• Prevent fraud, money laundering, and financial crime
• Keep our records accurate and up to date
• Confirm your identity and carry out credit checks where applicable
• Contact you about products or services we believe are relevant

Who We Share Your Information With

We only share your information where required by law or with your permission. We may share information with:

• Family members or representatives (with your consent)
• Employees who provide services to you
• Carefully selected organisations and specialists
• Credit reference and fraud prevention agencies
• Regulators, courts, or legal bodies where required

If we share information outside the UK or Europe, we ensure lawful transfer and protection of your data.

How We Keep Your Data Secure

We use technical and organisational measures such as encryption, secure passwords, and staff training to keep your data safe. We only keep your information for as long as necessary and securely delete it when it is no longer required.

Cookies

Cookies are small text files stored on your computer to ensure a secure connection and improve your browsing experience. You can disable cookies in your browser settings, though this may limit website functionality.

Other Website Information

Our websites use Secure Socket Layer (SSL) technology to encrypt data in transit. However, no transmission over the internet can be completely secure.

Our site may contain links to other websites. Please review their privacy policies before using those sites as we cannot accept responsibility for their content or data handling.

Communication by Email and Phone

If you have provided an email address or phone number, we may use these to contact you. Please ensure your details remain up to date. We recommend using our secure client portal for sharing sensitive documents.

Your Rights (GDPR)

• Access: You can request a copy of the personal information we hold about you.
• Correction: You can ask us to correct inaccurate or incomplete information.
• Erasure: You can request deletion of your data where we no longer have a legal basis to process it.
• Marketing: You have the right to opt-out of direct marketing at any time.

For data access requests, please write to:
Privacy Officer, New Leaf Distribution, 1st Floor Princess Caroline House, 1 High Street, Southend on Sea, Essex, SS1 1JE.

Complaints Procedure

As an Appointed Representative of New Leaf Distribution Limited, we aim to provide you with a high standard of service. If you are unhappy with any aspect of our service, please let us know:

Email: complaints@newleafgroup.co.uk
Write to: New Leaf Distribution Ltd, 165 - 167 High Street, Rayleigh, Essex SS6 7QA
Call: 01702 431130

We will acknowledge your complaint promptly and aim to resolve it within 8 weeks.

If you remain dissatisfied, you have the right to refer your complaint to the Financial Ombudsman Service (FOS):

Website: www.financial-ombudsman.org.uk
Phone: 0800 023 4567
Address: Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Changes to This Statement

From time to time, we may update this privacy statement to reflect legal changes or improvements in how we manage your data. We recommend checking this page periodically to stay informed.