Who we are
Hill Grafford ("we", "us") is the independent financial advice practice of Simon Every, authorised and regulated by the Financial Conduct Authority (FCA Register Number 418807). For the purposes of data protection law, Hill Grafford is the data controller for the personal information it holds about you.
You can contact us at 2 Middle Farm Cottage, Main Street, Southorpe, PE9 3BX, by phone on 01733 913587, or by email at simon@hillgrafford.co.uk.
The information we collect
Depending on our relationship with you, we may collect and hold:
- Contact details such as your name, address, phone number and email address;
- Information you provide through our website enquiry form or in conversation with us;
- Financial information needed to give you advice, such as income, assets, pensions, investments and objectives;
- Identity and verification details required by law for anti-money-laundering checks.
How we use your information
We use your information to respond to your enquiry, to provide financial advice and related services, to meet our legal and regulatory obligations, and to keep our records accurate. We rely on one or more lawful bases for this, including your consent, the performance of a contract with you, compliance with a legal obligation, and our legitimate interests in running the practice.
Sharing your information
We do not sell your information. We only share it where necessary to provide our services or meet our obligations — for example, with product and platform providers when arranging what you have agreed to, or with regulators and other authorities where the law requires. Any parties we work with are expected to protect your information appropriately.
How long we keep it
We keep your information for as long as we advise you, and afterwards for the periods required by FCA rules and other legal obligations. When we no longer need it, we delete or anonymise it securely.
Your rights
You have rights over your personal data, including the right to ask for a copy of what we hold, to have inaccurate information corrected, and — in certain circumstances — to have it deleted or its use restricted. To exercise any of these rights, please contact us using the details above.
If you have a concern about how we handle your data, you can raise it with us first, and you also have the right to complain to the Information Commissioner's Office (ICO) at ico.org.uk.
Cookies
This website does not use tracking or advertising cookies. If that changes in future — for example if analytics are added — this notice will be updated to explain what is used and how you can control it.
Changes to this notice
We may update this notice from time to time. The date at the top shows when it was last revised.