Privacy Policy

Fair Processing Notice for Website Users

At Orchid Financial Services Ltd we respect your personal data. This Fair Processing Notice explains how we will use your personal data when you use our website.


Our contact details

Thorney Lake Golf Centre, English Drove, Thorney, Peterborough  PE6 0TJ

Our Data Protection person is Thornton Holmes and they can be contacted at [email protected]


What personal data do we collect about you; how do we use that personal data; and what is our legal basis?

When you use our website we will collect the following personal data about you:

- name, email, phone and your enquiry, via our ‘Contact Us Form’

- IP Address/ MAC address when you use the website

We need your name and contact details in order to answer your enquiry and we process this data with your consent. We need your IP address and MAC address for security reasons. We will hold your personal data that we have collected in order to answer your enquiry for six weeks, in case you have additional queries.

We will send you marketing information and newsletters when you consent for us to do so. You have the right to unsubscribe to marketing at any time. If you do choose to unsubscribe, we will keep your name and email address on a suppression list so that we don’t email you again by accident.


Do we use any automated decision making?

We do not use any automated decision making.


Who do we share your personal data with?

We share your personal data with the following recipients:

- our software providers

- cloud service providers

- website host

- Outlook/Microsoft

We may use personal data that we hold about you to help us identify, tailor and provide you with details of products and services from us or third parties that may be of interest to you in accordance with your preferences. You can opt-out of receiving marketing material, or you can change your marketing preferences at any time by emailing your instructions to: [email protected] You can also opt-out of marketing by clicking the ‘Unsubscribe’ link at the bottom of any marketing email.


How We Use Your Personal Data


The below table sets out how we use your personal data, the lawful bases upon which we collect and use your personal  data who we routinely share your personal data with:


 Reason for Data Processing  Lawful Basis for Data Processing
To provide you with financial planning, financial advice and any intermediary services  Performance of contract
To provide you with details of products and services we offer and from thirdparties that may be of interest to you in accordance with your preferences.  Consent
To retain records of any financial planning, financial advice, product arrangement or other services provided to you by us to meet regulatory requirements.  Compliance with a legal obligation
To retain records of any financial planning, financial advice, product arrangement or other services provided to you by us to defend potential complaints or legal claims.  Legitimate interests


In the course of our activities relating to the prevention, detection and investigation of financial crime, we may process criminal conviction or offence information. Where we do so, in addition to the lawful basis for processing this information set out in the above table, we will be processing it for the purpose of compliance with regulatory requirements relating to unlawful acts and dishonesty.



Keeping Your Personal Data Secure

We have appropriate security measures in place to prevent personal data from being accidentally lost, used or accessed in an unauthorised way. We limit access to your personal data to those who have a genuine business need to know it. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality. We also have procedures in place to deal with any suspected data security breaches. We will notify you and any applicable regulator of a suspected data security breach where we are legally required to do so.


Do we transfer your personal data outside of the EU or EEA?

We do not transfer your personal data outside of the EU. The transfer of personal data to countries which are located outside the European Economic Area is generally prohibited

  • unless:
  • the jurisdiction in which the recipient is located is deemed to provide an adequate level of data
  • protection;
  • the data exporter puts in place appropriate safeguards; or
  • a derogation or exemption applies.


Your rights

You have rights in respect of our processing of your personal data which are:

  • To access your personal data and information about our processing of it.  You also have the right to request a copy of your personal data (but we will need to remove information about other people).
  • To rectify incorrect personal data that we are processing.
  • To request that we erase your personal data if:
    • we no longer need it;
    • if we are processing your personal data by consent and you withdraw that consent;
    • if we no longer have a legitimate ground to process your personal data; or
    • we are processing your personal data unlawfully
  • To object to our processing if it is by legitimate interest.
  • To restrict our processing if it was by legitimate interest.
  • To request that your personal data be transferred from us to another company if we were processing your data under a contract or with your consent and the processing is carried out by automated means.

If you are not happy with the way we collect and use your personal information, you have a right to lodge a complaint with the Information Commissioners Office (ICO). It has enforcement powers and can investigate compliance with data protection regulation.

Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF. Telephone: 0303 123

1113. Fax: 01625 524510. Website:

We ask that you please attempt to resolve any issues with us before referring the matter to the ICO.


If you want to exercise any of these rights, please contact us.


How to Contact Us

If you are not satisfied with the level of information provided, or you would like to exercise any of the above rights or make a complaint, please email: The Data Protection Officer at [email protected], or write to: The Data Protection Officer 750 Mandarin Court,

Warrington, WA1 1GG, with enough information to identify you, e.g. name, telephone number, email address. Please also provide proof of your identity and address and explain the information to which your request relates.



Changes to this privacy policy

Orchid Financial Services Ltd will amend this policy from time to time. If we make any substantial changes in the way we use your personal information we will make that information available by posting a notice on this site.

If you have any questions or concerns, please email [email protected]  as most matters can be resolved informally in the first instance.

You also have the right to lodge a complaint about our processing with the UK's information commissioner's office.


Use of Cookies

This website uses cookies to improve the users experience while visiting the website. Where applicable this website uses a cookie control system allowing the user on their first visit to the website to allow or disallow the use of cookies on their computer / device. This complies with recent legislation requirements for websites to obtain explicit consent from users before leaving behind or reading files such as cookies on a user's computer / device.

Cookies are small files saved to the user's computer hard drive that track, save and store information about the user's interactions and usage of the website. This allows the website, through its server to provide the users with a tailored experience within this website.

Users are advised that if they wish to deny the use and saving of cookies from this website on to their computers hard drive they should take necessary steps within their web browsers security settings to block all cookies from this website and its external serving vendors.

This website uses tracking software to monitor its visitors to better understand how they use it. This software is provided by Google Analytics which uses cookies to track visitor usage. The software will save a cookie to your computer hard drive in order to track and monitor your engagement and usage of the website, but will not store, save or collect personal information. You can read google's privacy policy or further information.

Other cookies may be stored to your computer hard drive by external vendors when this website uses referral programs, sponsored links or adverts. Such cookies are used for conversion and referral tracking and typically expire after 30 days, though some may take longer. No personal information is stored, saved or collected.



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