JL Winder & Co and Winders Financial Services Ltd Privacy Statement

At JL Winder & Co and Winders Financial Services Ltd, we pride ourselves on our commitment to protecting your privacy. Our Data Security Principles reflect our company’s values and how we strive to maintain your privacy. This Privacy Statement describes in greater detail the privacy practices JL Winder & Co and Winders IFA.

If you have questions or complaints regarding our Privacy Statement or practices, please contact us as detailed under the How to Contact Us heading below (Section 7).

This Privacy Statement (“Statement”) applies to our website, products, and services (collectively, “Services”) that link to this Statement.

We want to be clear about what information we collect and how we use it to deliver our Services to you, improve your financial life, operate our business, and help make our Services useful, more intelligent, and work better for you. We do not sell your Personal Information to third parties.

a) Types of Information We Collect. In connection with accessing our Services, we may collect information from you which can be used to identify you (“Personal Information”), such as your name, billing address, email address, NI number and phone number.
We collect information when you register as a client, sign in, pay a bill, purchase a Service, call us for support, or give us feedback. Finally, we also collect content or other information that you may provide or create when you interact with our Services.
Our Services may change over time and we may introduce new features that may collect new or different types of information.

b) How We Use Your Information. We may use your information, including your Personal Information, for the following purposes:
Client/Account Registration. We may use your name, address, phone number, and email address to register your account for certain Services we provide and to communicate important information to you.

Communicate with You and Tell You About Other Services. We may use your information to communicate with you about our Services .
To Provide Our Services and Operate Our Business. We may use your information to operate our business, including providing Services you requested, provide you with support related to our Services, and to help us protect our Services, including to combat fraud and protect your information.

c) How We Share Your Personal Information. From time to time, we may need to share your Personal Information with others.
Third Party Service Providers. We may share your information, including Personal Information and Usage Data, with third party service providers who perform various functions to enable us to provide our Services and help us operate our business, such as;

  • Cloud providers that help us store your information.
  • IT Service providers that help us with our internal IT issues.
  • Couriers that help deliver our products to you.
  • Sending email communications.
  • Anti-Money laundering checks.
  • Fraud detection and prevention.
  • Third party representative as requested by you the client, i.e. solicitor, mortgage advisor etc.

Our contracts with these third parties require them to maintain the confidentiality of the Personal Information we provide to them, only act on our behalf and under our instructions, and not use Personal Information for purposes other than the product or service they’re providing to us or on our behalf.

Response to witness summons and Other Legal Requests. We may share your information with courts, law enforcement agencies, or other government bodies when we have a good faith belief we’re required or permitted to do so by law, including to meet national security or law enforcement requirements, to protect our company, or to respond to a court order, witness summons, search warrant, or other law enforcement request.

a) Managing Marketing Communications From Us. We will honour your choices when it comes to receiving marketing communications from us.

Remember that even if you choose not to receive marketing communications from us, we will continue to send you mandatory service or transactional communications.

b) Updating Your Personal Information. In connection with your right to manage your Personal Information you provide to us, you may access, update, change, correct or request deletion of your information by contacting us with a written request using the contact details below.

c) Social Media Features. Our Services may use social media features, such as Facebook sharing (“Social Media Features”). These features may collect your IP address and which page you are visiting within our Service, and may set a cookie to enable the feature to function properly. Social Media Features are either hosted by a third party or hosted directly on our Services. Your interactions with these features are governed by the privacy statement of the company providing the relevant Social Media Features.

Data Retention. In accordance with and as permitted by applicable law and regulations, we will retain your information as long as necessary to serve you, to maintain your account for as long as your account is active, or as otherwise needed to operate our business. When you close your account, we may continue to communicate with you about our Services, give you important business updates that may affect you, and let you know about products and services that may interest you, unless you have opted out of receiving marketing communications. We may also continue to use some of your information for business purposes and to improve our offerings or in some cases to develop new ones. We will retain and use your information as required by applicable regulations and JL Winder & Co and Winders Financial Services Ltd records and information management policies to comply with our legal and reporting obligations, resolve disputes, enforce our agreements, complete any outstanding transactions and for the detection and prevention of fraud.

We provide reasonable and appropriate security measures in connection with securing Personal Information we collect.
For example, we:

  • Constantly work to update our security practices to implement accepted best methods to protect your Personal Information, and review our security procedures carefully.
  • Comply with applicable laws and security standards.
  • Securely transmit your sensitive Personal Information.
  • Train our staff and require them to safeguard your data.
  • Transmit, store, protect, and access all cardholder information in compliance with the Payment Card Industry’s Data Security Standards.

The Data Protection Act provides you, the data subject with a right to request a copy of the personal data we hold about you. Please contact us using the details in section 7, to request a subject access request form. Once we have received the completed form we will have 40 days in which to process it. If the information you are requesting about yourself contains details of another person or third party, we may have to gain their consent before disclosing the information.

If you have questions or comments about this Privacy Statement, or you wish to request a subject access request form, please contact us:

a) Via Email. If you have want a subject access request form or have questions or complaints regarding our Privacy Statement or practices, please contact us by email at info@winders.co.uk

b) Via Direct Mail. JL Winders & Co or Winders Financial Services Ltd, 125 Ramsden Square, Barrow-In-Furness, Cumbria, LA14 1XA

From time to time we may change or update our Privacy Statements. We reserve the right to make changes or updates at any time. More information about how we will notify you is below.

If we make material changes to the way we process your Personal Information, we will provide you notice via our Service or by other communication channels, such as by email or community post. Please review any changes carefully. If you object to any of the changes and no longer wish to use our Services, you may close your account(s). All changes are effective immediately upon posting and your use of our Service after a notice of material change or posting of an updated Privacy Statement shall constitute your consent to all changes.

We do not knowingly collect information from minors.