Privacy Policy

Last updated 17/02/2026

Paraplan Partners Ltd (“we”, “us”, “our”) is committed to protecting the privacy and security of the personal information we receive from financial advisers and those who interact with our business. This Privacy Policy explains what information we collect, how we use it, and the rights individuals have under UK data protection law.

1. Who we are

Paraplan Partners Ltd provides outsourced paraplanning and technical support to financial advisers across the UK.

For our relationship with advisers, we act as a data controller.
For client information shared with us for paraplanning work, we act as a data processor and follow the adviser’s instructions.

Contact details:

Paraplan Partners Ltd
Email: gill@paraplanpartners.co.uk

2. Information we collect

Information about advisers (data controller role)

We may collect:

Name and contact details
Firm information and FCA status
Onboarding information and service preferences
Project‑related communication
Invoicing and payment details
Website usage data (via cookies or analytics tools)

Client information shared by advisers (data processor role)

We may process personal data relating to advisers’ clients only when provided for paraplanning work. This may include:

Contact details
Financial information
Policy details
Objectives and personal circumstances
Documents required to complete the instruction

We only process this information under the adviser’s instruction.

We do not knowingly process personal data relating to children.

3. How we use personal data

As a data controller

We use adviser information to:

Provide paraplanning services
Communicate about projects and timelines
Manage onboarding and service delivery
Issue invoices and maintain financial records
Improve our processes and client experience

We never sell personal data.

As a data processor

We use client information solely to complete the work requested by the adviser.

4. Lawful bases for processing

We rely on:

Contract – to deliver paraplanning services
Legitimate interests – to run and grow our business
Consent – for optional communications
Legal obligation – for accounting and record‑keeping

When acting as a processor, we rely on the adviser’s lawful basis.

5. Data security

We use secure systems, encrypted communication, and strict access controls to protect personal data.

We retain information only for as long as reasonably necessary to fulfil the purpose for which it was collected or as required by law.

Example retention periods:

Adviser onboarding records: up to 6 years
Client case files (processor role): deleted or returned on request or at project completion unless legally required otherwise
Financial records: 6 years for HMRC compliance

6. Sharing your personal data

If any third‑party provider stores data outside the UK, we ensure appropriate safeguards are in place, such as Standard Contractual Clauses or UK adequacy decisions.

8. Your rights

Individuals have rights under UK GDPR, including:

Access
Correction
Erasure (in certain circumstances)
Restriction or objection
Data portability
Withdrawal of consent (where applicable)

Requests can be made via email.

When we act as a processor, requests should be directed to the adviser who provided the data.

9. Cookies and analytics

Our website may use cookies or analytics tools to understand how visitors use the site and to improve user experience. You can manage cookie preferences through your browser settings.

10. Complaints

If you have concerns about how your personal data is handled, please contact us at:
gill@paraplanpartners.co.uk

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO):
https://www.ico.org.uk

11. Changes to this policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.