Privacy Policy

 

We gather and process your personal information in accordance with this privacy notice and in compliance with the relevant data protection regulation and laws.This notice provides you with the necessary information regarding your rights and obligations, and explains how, why and when we collect and process your data. Milestone Advisory’s registered office is at Cornerways, The Drive, Bourne End, SL8 5RE and we are registered in England and Wales under number 13368138.  

   

INFORMATION THAT WE COLLECT

Milestone Advisory processes your personal information to meet our legal, statutory and contractual obligations and to provide you with our products and services.We will never collect any unnecessary personal data from you and do not process your information in any way, other than already specified in this notice.

The data we collect from you may comprise any of the following, dependent upon need.

 

We collect information in the below ways:

 

HOW WE USE YOUR PERSONAL DATA

Milestone Advisory takes your privacy very seriously and will never disclosure, share or sell your data without your consent, unless required to do so by law. We only retain your data for as long as is necessary and for the purposes specified in this notice.

The purposes and reasons for processing your organisational or personal data are detailed below:

 

YOUR RIGHTS

You have the right to access any personal information that Milestone Advisory processes about you and to request information about:

If you believe that we hold any incomplete or inaccurate data about you, you have the right to ask us to correct and/or complete the information and we will strive to update/correct it as quickly as possible; unless there is a valid reason for not doing so, at which point you will be notified.

You also have the right to request erasure of your personal data or to restrict processing in accordance with data protection laws, as well as to object to any direct marketing from us and to be informed about any automated decision-making that we use.

If we receive a request from you to exercise any of the above rights, we may ask you to verify your identity before acting on the relevant request; this is to ensure that your data is protected and kept secure.

 

SHARING AND DISCLOSING YOUR PERSONAL INFORMATION

We do not share or disclosure any of your personal information without your consent, other than for the purposes specified in this notice or where there is a legal requirement. Milestone Advisory uses third parties to provide a range of services and business functions, however all processors acting on our behalf only process your data in accordance with instructions from us and comply fully with this privacy notice, data protection laws and any other appropriate confidentiality and security measures.

A full list of suppliers and their privacy policies can be obtained from our Privacy Officer upon request.

 

SAFEGUARDING MEASURES

Milestone Advisory takes your privacy seriously and we take every reasonable measure and precaution to protect and secure your personal data. We work hard to protect you and your information from unauthorised access, alteration, disclosure or destruction and have several layers of security measures in place, including, but not limited to:

 

HOW LONG WE KEEP YOUR DATA

Milestone Advisory only ever retains personal information for as long as is necessary and we have strict review and retention policies in place to meet these obligations. We regularly review changes in the organisational data we hold and have processes enabling us to delete invalid data regularly.

 

LODGING A COMPLAINT

Milestone Advisory only processes your personal information in compliance with this privacy notice and in accordance with the relevant data protection laws. If, however, you wish to raise a complaint regarding the processing of your personal data or are unsatisfied with how we have handled your information, you have the right to lodge a complaint with the supervisory authority.

Milestone Advisory

Angela Lurssen – Privacy Officer

Cornerways

The Drive

Bourne End

SL8 5RE

T: +44 (0) 077660 76217

E: angela@milestoneadvisory.co.uk

Milestone Advisory take your privacy seriously and will only process any personal data we may hold with your consent and in accordance with the terms stated in our Privacy Policy.

 

What is a cookie? 

Most websites you visit will use cookies in order to improve your user experience by enabling that website to ‘remember’ you, either for the duration of your visit(using a ‘session cookie’) or for repeat visits (using a ‘persistent cookie’).

Cookies do lots of different jobs, like letting you navigate between pages efficiently, storing your preferences,and generally improving your experience of a website. Cookies make the interaction between you and the website faster and easier. If a website doesn’t use cookies, it will think you are a new visitor every time you move to a newpage on the site – for example, when you enter your login details and move to another page it won’t recognise you and it won’t be able to keep you logged in.

Some websites will also use cookies to enable them to target their advertising or marketing messages based for example, on your location and/or browsing habits.

Cookies may be set by the website you are visiting (‘first party cookies’) or they may be set by other websites who run content on the page you are viewing (‘third party cookies’)

What is in a cookie?

A cookie is a simple text file that is stored on your computer or mobile device by a website’s server and only that server will be able to retrieve or read the contents of that cookie. Each cookie is unique to your web browser. It will contain some anonymous information such as a unique identifier and the site name and some digits and numbers. It allows a website to remember things like your preferences or what’s in your shopping basket.

What to do if you don’t want cookies to be set

Some people find the idea of a website storing information on their computer or mobile device a bit intrusive, particularly when this information is stored and used by a third party without them knowing. Although this is generally quite harmless you may not, for example, want to see advertising that has been targeted to your interests. If you prefer, it is possible to block some or all cookies, or even to delete cookies that have already been set; but you need to be aware that you might lose some functions of that website.