Our Privacy Policy

This privacy policy only covers Schaefer Financial Management Limited’s website.

 It sets out:

  • what information we may collect from you;

  • who is collecting it;

  • why we are collecting it;

  • how we will use the information collected;

  • who we will share the information with;

  • how long we will keep your information;

  • what effect will this have on you;

  • do we send data outside of the EEA;

  • what you should do if you wish to complain;

  • what you should do if you want us to delete your information;

  • what should you do if you wish to stop receiving information from us; and

  • other information

Schaefer Wealth Management Limited uses and protects any information that you give when using this website.

We are committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement.

We may change this policy from time to time by updating this page. You should check this page periodically to ensure that you are happy with any changes.

What information may we collect from you?

We do not automatically capture or store personal information, other than logging your IP address and session information such as how long your visit lasted, and the type of browser used. This is recognised by the web server and is only used for system administration purposes and to provide statistics, which we use to evaluate how the site is used. We also use Google Analytics.

From time to time, we may collect the following information:

  • full name, company name and job title;

  • contact information including email address;

  • demographic information such as postcode, preferences and interest; and

  • other information relevant to customer surveys and/or offers.

For example, if you wish to take advantage of specific services that we offer, such as attending an event or subscribing to our publications we will ask you for your preferred method of contact.

Who is collecting your information?

Schaefer Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (FCA) in respect of Designated Investment Business and Non-investment insurance products.

How and why will we collect your information?

We will only ask you to provide us with a limited amount of personal information needed to provide the service you are interested in, for example where you:

  • decide that you would like to book a meeting with one of our financial advisers; or

  • sign up to receive our latest newsletters or publications; or

  • complete a survey on our website; or

  • attend an event.

How will we use the information we collect?

Where we provide personal information, we will only use it to deliver the services you have requested.

We require this information to understand the latest needs and provide you with a better service, and in particular for the following reasons:

  • for internal record keeping;

  • to use the information internally to improve our products and services;

  • to periodically send promotional emails about new products, special offers or other information which we think you may find interesting using the email address which you have provided; and

  • to contact you for market research purposes from time to time, we may contact you by email, phone, fax or mail. We may use the information to customise our contact with you according to your interests.

We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.

Who will we share information with?

We will not sell, distribute or lease your personal information to third parties, or third-party organisations outside of Schaefer Wealth Management Limited, unless we have your permission or are required by law to do so.

How long will we keep your information?

We keep your personal information in line with set periods calculated using the following criteria:

  • how long you have been a customer with us, the types of products or services you have with us, and when you will stop being our customer;

  • how long it is reasonable to keep records to show we have met the obligations we have to you and by law;

  • any periods for keeping information which are set by law or recommended by regulators, professional bodies or associations; and

  • any relevant proceedings that apply.

If you would like more information about how long we will keep your information for, please contact us at enquiries@schaeferfinancial.co.uk

What effect will this have on you?

We hope that the collection of data will have no effect on you other than the delivery of the service you have requested by taking the time to complete your details on our website.

Do we send data outside of the EEA?

We will only send your data outside of the European Economic Area (‘EEA’) to follow your instructions or to comply with a legal duty.

What you should do if you wish to complain?

You can contact us if you are unhappy with how we have used your personal data by writing to the Compliance Officer at:

Schaefer Financial Management Limited, Gadsby House, Huntworth Business Park, Bridgwater, Somerset TA6 6TS or calling 01278 451888

You also have the right to complain to the Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF. Or call the ICO helpline on 0303 123 1113 or visit the website https://ico.org.uk/concerns/

What you should do if you want us to delete your information?

If you believe that any information we are holding about you is incorrect, incomplete, or you want us to delete your information, please write to the Compliance Officer at the above address or email enquiries@schaeferfinancial.co.uk as soon as possible. We will promptly correct any information found to be incorrect and or delete your information, unless we are required by law to keep it.

What should you do if you wish to stop receiving emails from us?

You can opt out of all marketing emails from us at any time by sending an email to enquiries@schaeferfinancial.co.uk.

Other Information

Access

You can ask us what data of yours we are processing, the reason we are processing it, what personal data is involved and who we have sent data to. You have the right to request access to any of your personal data being processed by us. On request we will provide you with an initial copy of the data we may hold about you wither in paper or electronic format free of charge. Any subsequent copies we may change you a fee to cover our administration costs.

If you would like a copy of the information we hold about you, please write to the Compliance Officer at: Schaefer Financial Management Limited, Gadsby House, Huntworth Business Park, Bridgwater, Somerset TA6 6TS

Security

 We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.