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 14251025.
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.
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