Privacy Policy

Unique Financial Planning has established this Online Privacy Policy so that you can understand the care with which we intend to treat your Personal Information.

Personal Information means any information that may be used to identify an individual, including, but not limited to, a first and last name, a home or other physical address, an e-mail address or other contact information, whether at work or at home. In general, you can use the Unique Financial Planning web site without telling us who you are or revealing any Personal Information about yourself.

If you choose to provide us with your Personal Information on the web, we may transfer that Information, within Unique Financial Planning, but the information will be held within the UK, in accordance with the General Data Protection Regulation 2016. In no case is data shared or sold to, any third party.

Cookies and Other Tracking Technologies
Some of our web pages utilise “cookies” and other tracking technologies. A “cookie” is a small text file that may be used, for example, to collect information about web site activity. Some cookies and other technologies may serve to recall Personal Information previously indicated by a web user. Most browsers allow you to control cookies, including whether or not to accept them and how to remove them.

You may set most browsers to notify you if you receive a cookie or you may choose to block cookies with your browser, but please note that if you choose to erase or block your cookies, you will need to re-enter your original user ID and password to gain access to certain parts of the web site. Tracking technologies may record information such as Internet domain and host names; Internet protocol (IP) addresses; browser software and operating system types; clickstream patterns; and dates and times that our site is accessed. Our use of cookies and other tracking technologies allows us to improve our web site and your web experience. We may also analyze information that does not contain Personal Information for trends and statistics.

To protect your privacy, we have adopted the following principles:

Notice
Where Unique Financial Planning collects Personal Information on the web, we intend to post a purpose statement that explains why Personal Information will be collected.

Choice
You may choose whether or not to provide Personal Information to Unique Financial Planning. The notice we intend to provide where Unique Financial Planning collects Personal Information on the web should help you to make this choice.

If you choose not to provide the Personal Information we request you may be unable to fully utilise the services provided by Unique Financial Planning. If you chose to have a relationship with Unique Financial Planning, such as a contractual or other business relationship or partnership, we will naturally continue to contact you in connection with that business relationship.

Security
Wherever your Personal Information may be held within Unique Financial Planning, we intend to take reasonable and appropriate steps to protect the Personal Information that you share with us from unauthorised access or disclosure.

Access / Accuracy
To the extent that you do provide us with Personal Information, Unique Financial Planning wishes to maintain accurate Personal Information. Where we collect Personal Information from you on the web, our goal is to provide a means of contacting Unique Financial Planning should you need to update or correct that Information. If for any reason those means are unavailable or inaccessible, you may send updates and corrections about your Personal Information to info@uniquefp.co.uk and we will make reasonable efforts to incorporate the changes in your Personal Information that we hold as soon as practicable.

Childrens’ Privacy
Unique Financial Planning website is not structured to attract children. Accordingly, we do not intend to collect Personal Information from anyone we know to be under 16 years of age.

Commitment
We are committed to privacy and support current industry initiatives to preserve individual privacy rights on the Internet. Protecting your privacy on-line is an evolving area and this website will constantly evolve to meet these demands
If you have any comments or questions regarding our Online Privacy Policy, please contact us at info@uniquefp.co.uk . We will address any issue to the best of our abilities as soon as possible.

Your Consent
By using this web site, you consent to the terms of our Online Privacy Policy and to our processing of Personal Information for the purposes given above as well as those explained where we request Personal Information on the web.

Financial Paraplanner

Abi DeWOLF

01932 932 000

Abi brings a cheerfulness to her role that keeps a smile on everyone’s face. She supports the advisers in their mortgage work and makes sure clients are kept up to date – buying a house is a stressful job and we try and make it as painless as possible. As well as this, Abi works alongside Laura in investment and pensions.

Head of Wealth Paraplanning

Laura Giles

01932 932 000

Laura has worked in a technical role for over 9 years and heads up the team here in analysing funds, calculating tax and working with clients to provide them with income strategies in retirement.

Office Manager

Kim Clarkson

01932 932 000

Kim has worked with Rhiannon from the start and provides day to day support to both clients and advisers – she is much valued and referred to as Nana Kim by the cheeky ones in the office. Kim has worked in the industry for over 30 years and brings a wealth of knowledge and understanding to the team.

Financial Planning Consultant

Matthew Hogan

01932 932 000

Matthew has been in the financial services for many years and has worked for companies such as Vitality, Fidelity International, Charles Stanley and Vanguard. His approach is to always put the client first and to really understand their needs and goals. Matt gives his clients a consistently high level of service.

Financial Planning Consultant
Senior Paraplanner

Liam Webb

01932 932 000

Liam has worked in the financial services industry since the age of 19 and has built up a strong knowledge base, starting his career as a technical paraplanner and now combines this role with advising clients. Liam’s understanding of the process from start to finish is invaluable in helping clients through all the steps of the investment and pension process.

Financial Planning Consultant

Josh Webb

01932 932 000

Josh has a passion for his work and brings energy to his meeting – a left over from his days as a semi-professional footballer and sports teacher. Josh looks after clients from the very start of their financial journey, from mortgages right through to investment and retirement planning.

DIRECTOR OF WEALTH MANAGEMENT

RHIANNON VALLIS

01932 932 000

Rhiannon has worked in the wealth management arena for over 20 years and seen her clients through the numerous stock markets crashes and out the other side; she looks after families through the various generations and ensures that the investment and planning work can continue through the family as far as possible.