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PRIVACY POLICY

Dovetail Financial Solutions Ltd Privacy Policy 

 

We are committed to respecting and protecting your privacy.  This privacy notice sets out how Dovetail Financial Solutions looks after your personal data when you visit this website, and tells you about your privacy rights and how the law protects you. 

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Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement. 

If you have any queries about this policy or how we use your personal information, please contact us using the details below. 

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About us 

This website, dovetailfs.co.uk (the ‘site’) is operated by Dovetail Financial Solutions Ltd (registered with the UK Information Commissioner’s Office (ICO) under number ZB587437). 

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Dovetail Financial Solutions Ltd is a data controller and we are responsible for any personal data collected from you when you use this site. 

 

Our contact details are: 
Dovetail Financial Solutions Ltd 

6 The Cedars, Whickham, NE165TH 

Email:

 

The type of personal information we collect  

We currently collect and process the following information: 

  • Personal identifiers, contacts and characteristics (for example, name and contact details) 

  • Demographic information (for example postcode and preferences) 

  • Marketing and communications data, including your preferences in receiving marketing and other communications from us. 

  • Information from research, surveys, and marketing activities. 

  • Technical data, such as your internet protocol (IP) address, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access this website.  

  • Usage data includes information about how you use our website, products and services, and any communications we may receive from you.  

 

If you prefer not to provide any personal data whilst using this site (for example, if you adjust your web browser settings to refuse cookies), the functionality of the site should not be affected. 

 

How we collect information 

Most of the personal information we process is provided to us directly by you so that we can perform a service you have asked for, such as by Contacting Us. 

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How and why we use information 

We require this information to understand your needs and provide you with a better service. In particular: 

  • Internal record keeping. 

  • To improve our products and services. 

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

  • From time to time, we may use your information to contact you for market research purposes. 

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How we share information 

We take your privacy seriously, and we do not sell, share, or transfer this information with third parties. 

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Third-party links 

Our site may contain links to third-party sites and/or applications whose information practices may be different than ours. Once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. 

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You should exercise caution and look at the privacy statement applicable to the website in question. 

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Under the UK General Data Protection Regulation (UK GDPR), the lawful bases we rely on for processing this information are: 

  • Your consent. You are able to remove your consent at any time. You can do this by contacting us by email, at the email address above. 

  • If you believe that any information we are holding on you is incorrect or incomplete, please write to or email us as soon as possible at the above address. We will promptly correct any information found to be incorrect.  

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Data Security 

The security of your personal information is important to us. We seek to use reasonable physical, electronic and administrative procedures to safeguard and secure the information we collect online. 

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If we become aware of a data breach and think that it may pose a high risk your rights, we will notify you without undue delay. 

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How long we keep your data 

If you receive a promotional email from us we will provide a link to allow you to update your information or unsubscribe at any time. 

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Your Rights 

Data protection law gives you certain rights including: 

  • Your right of access - You have the right to ask us for copies of your personal information. 

  • Your right to rectification - You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete. 

  • Your right to erasure - You have the right to ask us to erase your personal information in certain circumstances. 

  • Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you, in certain circumstances. 

 

If you wish to exercise any of these rights, please contact us at the details above in writing or via email. 

If you make a request, we have one month to respond to you.

 

You also have the right to refer a complaint with the Information Commissioner’s Office (“ICO”), which is the UK supervisory authority for data protection issues (www.ico.org.uk).  

The ICO’s address: 

Information Commissioner’s Office 

Wycliffe House 

Water Lane 

Wilmslow 

Cheshire 

SK9 5AF 

 

Changes to this policy  

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

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This privacy notice was last updated on 13th February 2024. 

ICAEW qualified Chartered Accountant

©2024 by Dovetail Financial Solutions Ltd. 

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Dovetail Financial Solutions Ltd

Company Number : 14661662

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