This privacy policy explains how Magee Gammon Financial Planning Ltd (“we”, “our”, “us”) collects, uses and shares your personal data, and your rights in relation to the personal data we hold. This privacy notice concerns our processing of personal data for past, prospective and present clients of Magee Gammon Financial Planning Ltd (“you”, “your”).
For the purposes of data protection law, we are a data controller in respect of your personal data. We are responsible for ensuring that we use your personal data in compliance with data protection law.
We collect your personal information in a number of ways:
This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health if this is necessary for the provision of our services.
We must have a lawful basis to process your personal data. Under the UK General Data Protection Regulation (UK GDPR), the lawful bases we rely on for processing this information are:
This is the primary legal basis that we intend to use for processing your data. The personal information that we collect about you is essential for us to be able to effectively carry out the services that we have agreed to deliver to you.
Sometimes, collecting personal data is needed to meet our legal and regulatory obligations. For example, UK anti money laundering legislation may require us to collect personal information to verify your identity.
Special category data, such as that relating to health matters, is usually required to provide our services. As part of our Terms of Business, we seek your explicit consent to the collection and processing of personal sensitive data to the extent that it is necessary for the provision of our services to you..
We rely on legitimate interest to retain relevant data for the purpose of assessing the appropriateness of our services, defending future complaints and meeting our Professional Indemnity Insurer’s expectations.
We collect information about you in order to provide you with the services for which you engage us.
We will not share your information for marketing purposes with anyone outside our company.
In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as product and platform providers that we use to arrange financial products for you.
Where third parties are involved in processing your data, we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they’ll only act in accordance with our written instructions.
Where it’s necessary for your personal data to be forwarded to a third party we’ll use appropriate security measures to protect your personal data in transit such as password protection and/or encryption of data.
To fulfil our obligations in respect of prevention of Money Laundering and other Financial Crime we may send your details to third party agencies for identity verification purposes.
We will retain your personal data for as long as we are providing you with the services referred to in our Terms of Business or any other contractual document. In addition, we will retain your personal data for as long as is required to meet our legal and regulatory obligations following the cessation of the provision of our services. We reserve the right to retain data for longer where we believe it’s in our legitimate interests to do so.
You have the right to request deletion of your personal data. We will comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.
You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information please email or write to us using the contact details noted below.
When your personal data is processed by automated means, you have the right to ask us to move your personal data to another organisation for their use.
We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.
We would like to send you information about our products and services which may be of interest to you. If you have agreed to receive marketing information, you may opt out at a later date.
You have a right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please contact us by email or post.
We use cookies to track visitor use of the website and to compile statistical reports on website activity.
For further information visit http://www.allaboutcookies.org/
You can set your browser not to accept cookies, and the above website tells you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.
Where our website contains links to other websites, please note that this privacy policy only applies to this website so when you link to other websites you should read their own privacy policies.
You also have a right to lodge a complaint with the supervisory authority for Data Protection. In the UK this is:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
0303 123 1113 (local rate)
We keep our Privacy Policy under regular review, and we will place any updates on our website. This policy was last updated on 1st March 2026.
Please contact us if you have any questions about our Privacy Policy or information, we hold about you:
by email at ifa@mageegammonfp.co.uk for the attention of Amanda Reeves, Director
Or write to us at:
Magee Gammon Financial Planning, Henwood House, Henwood, Ashford, Kent TN24 8DH.
