Telephone: 01484 448 019     

Email: fs@sheards.co.uk

The term ‘we’, ‘us’, ‘our’ refers to the owner of the website: SHEARDS WEALTH MANAGEMENT whom is registered & operates from at VERNON HOUSE, 40 NEW NORTH ROAD, HUDDERSFIELD, HD1 5LS.

SHEARDS WEALTH MANAGEMENT is a registered company in England & Wales, registration number: 6430846. The term ‘you’ refers to the user or viewer of our website.

This privacy policy sets out how we a SHEARDS WEALTH MANAGEMENT use & protect any information that you provide us when you use our website.

With the new EU legislation coming in to effect on 25/05/2018 pertaining to GDPR (general data protection regulation), our privacy policy document has been amended on 25/04/2018 to outline to our website visitors what data is collected, how we store it & how we use it.

We collect data from visitors to our website to help improve & streamline our online services as well as gauge the volume & analytical data of website traffic & capture data supplied by our customers.

Our commitment:

We are committed to providing transparency & visibility to the services we use to capture & manage data when visiting our website. We have compiled a table below of the services we employ to capture & manage data captured by our website. Each external service such as Google Analytics, Mailchimp etc have their own set of privacy policies which outlines how they manage the data passed through to their servers & for ease of our visitors we have provided links to their respective websites.

What data does our website collect & how do we store & use it?

Process/service What is it & what is collected? How is it stored?
Web Hosting Server Our web hosting server is the server on which our website is stored & served to the world.

 

Our web server logs a visitors’ IP address which helps it to mitigate attacks from bots & filter out good/bad traffic.

Logs are kept by the web hosting company, they are cleared periodically & save no personal data about the users visiting our website.
Google Analytics Google Analytics is a globally used analytic tracking platform which helps us, the website owner, see what traffic we receive to our website.

 

Google Analytics tracks how visits reach our site, whether it is direct traffic, a referral from another website or app, from social media & other digital platforms. Google Analytics can determine a users’ IP address, the town/city/country they are viewing from, the pages the user is & has viewed, how many times they have visited the site & for how long.

This data is kept by Google. No personal data about the users visiting our website is kept but Google may use cookies to track your web usage & in turn may serve you ads based on your viewing history.

 

This data is stored directly with Google & not on our server.

 

You can view Google’s privacy policy here: https://policies.google.com/privacy

Cloudflare Cloudflare is used as a web traffic proxy to help ensure our website is secure.

 

Web traffic is sent firstly to Cloudflare & then on to our web server. Cloudflare proactively filters web traffic to ensure bots are blocked & legitimate requests are allowed. Cloudflare logs a visitors’ IP address which helps it to mitigate attacks from bots & filter out good/bad traffic. These logs are cleared periodically & save no personal data about the users visiting our website.

This data is kept by Cloudflare in the form of a log. No personal data about the users visiting our website.

This data is stored directly with Cloudflare & not on our server.

 

You can view Cloudflare’s privacy policy here: https://www.cloudflare.com/security-policy/

Mailchimp Mailchimp is an online platform for the collection, management & use of email addresses for e-newsletter marketing.

 

To be joined on to this list you will need to add your email & continue with the double opt-in procedure. Within the marketing emails you will be presented with a link to unsubscribe & you can also email us directly to be manually removed from the mailing list.

Mailchimp will store your email address and your first & last name in our account. Your data will remain in our account for as long as you remain subscribed to the mailing list(s).

 

Should you wish to unsubscribe or request we manually remove you, your data will be permanently deleted from their servers.

 

This data is stored directly with Mailchimp & not on our server.

 

You can view Mailchimp’s privacy policy here: https://mailchimp.com/legal/privacy/

Website Security Plugins Our website has several security plugins installed to help us keep the bad-bots at bay.

 

Websites are constantly targeted with malicious scripts, DDOS attacks, malware, spam & a handful of other harmful processes. We proactively mitigate these attacks outlined above by the security software installed on our web hosting server, via Cloudflare & by software installed directly on our site.

 

These security plugins do not capture any personal or sensitive data about our visitors.

Our website security plugins log a visitors’ IP address which helps it to mitigate attacks from bots & filter out good/bad traffic. These logs are cleared out periodically.
Contact & Booking Forms Online forms are a convenient way to submit your enquiry which in-turn is emailed directly to ourselves & is also stored in our website database.

 

Our data forms capture your name, your phone number, your email address & any further information you provide to us in your enquiry.

Your submission is stored in our website database & is also sent to ourselves via email.

 

The data stored in our database will be held indefinitely until our database is no longer in use or you request to have the data expunged from our server.

 

The data is kept on file should we need to refer back to it to process your request.

Log In Log Our website keeps a log of any existing users who have logged in to our website.

 

This mainly pertains to registered users of our website including administrators, editors, authors, subscribers & other user roles defined by ourselves.

Logs are kept on the server & they are cleared periodically & save no personal data about the users visiting our website.

We are committed to ensuring that your privacy is protected at all times. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.

We may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you comply with any changes.

This policy was constructed on and is effective from 12/03/2018 & was last amended on 25/04/2018.

Controlling your personal information:

You may choose to restrict the collection or use of your personal information in the following ways:

  • Whenever you are asked to fill in a form on the website, look for the box that you can tick or untick to indicate that you do not want the information to be used for direct marketing purposes
  • When subscribing to a mailing list you will be asked to double opt-in to ensure you are the intended recipient of the mailing list & to also confirm that you are
  • If you have previously agreed to us using your personal information for direct marketing purposes, you may change your mind at any time by emailing our webmaster at hello[at]kccomms.co.uk & they will let us know

What are my individual rights?

  1. The right to be informed
  2. The right of access
  3. The right to rectification
  4. The right to erasure
  5. The right to restrict processing
  6. The right to data portability
  7. The right to object
  8. Rights in relation to automated decision making & profiling

Read more by clicking here.

How do you enforce these rights?

We have outlined above the type of data captured, how it is stored & for how long. We have installed software to aid restriction, deletion, migration & information. You can make your request online or contact us directly should you have any further questions.

Disclosure:

We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. We may use your personal information to send you promotional information about third parties that we think you may find interesting if you tell us that you wish this to happen.

You may request details of personal information that we hold about you, please email our webmaster at hello[at]kccomms.co.uk who will pass on the request to us.

If you believe that any information we are holding on you is incorrect or incomplete, please write to or email us as soon as possible, at the address on our contact page. We will promptly correct any information found to be incorrect.

What information we collect:

Features on this website may collect the following information:

  • Your name & contact information including email addresses & telephone numbers
  • Demographic information such as your address, preferences and interests
  • Other information relevant to customer surveys and or offers

Ways in which our website may capture your personal information:

  • By filling in & submitting a contact form or booking form
  • By subscribing to a mailing list
  • By using social media links
  • By interacting with an online chat client
  • By commenting on posts or pages on our website

Analytics & web tracking:

Our website has tracking software installed which allows us to view our visitors via Google Analytics. Google Analytics is a service provided by Google which allows us to view who has visited our website & when. This service does not reveal any personal information about our clients, it simply shows us, in a set period, how many people have visited our website, which town or city they have come from, what search term they used to find us, what type of device was used in their session & what language they speak. No personal information such as name, address or contact information is collected.

What we do with the information we gather?

We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

  • Internal record keeping
  • We may use the information to improve our products and services
  • We may periodically send promotional emails about new products, special offers or other information that we think you may find interesting using the email address that you have provided
  • From time to time, we may also use your information to contact you for market research purposes. We may contact you by email, phone or postal mail. We may use the information to customise the website according to your interests

Security:

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

How we use cookies:

Since 26th May 2011 under the EU Cookie Law (e-Privacy Directive) we are required to inform you that our website uses cookies, like most other websites do. Cookies are used to remember things & to help provide you with the best experience whilst using our website. Cookies are small files that are placed on your computer or mobile device when you browse websites.

Cookies often store your settings for a website, such as your preferred language or location. When you return to the site, your browser sends back the cookies that belong to the site. This allows the site to present you with information customized to fit your needs.

Cookies can store a wide range of information, including personally identifiable information (such as your name, address, email address, or telephone number). However, this information can only be stored if you provide it – websites cannot gain access to information you didn’t provide to them, and they can’t access other files on your computer.

How do cookies help?

  • They make our website work as you’d expect
  • They improve the speed & security of the website
  • They continuously improve our website for you
  • They make our marketing more efficient (ultimately helping us to offer the service we do at the price we do)

Read more about our cookie policy.

Links to other websites:

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information that you provide whilst visiting such sites and this privacy statement does not govern such sites. You should exercise caution and look at the privacy statement applicable to the website in question.

Consent:

By consenting to our privacy policy you are giving us permission to process your personal data specifically for the purposes intended & outlined above. By continuing to view & access our website you understand what has been outlined & agree with our terms & conditions, terms of service, privacy policy & cookie policy.

You can download our Data Protection Policy here.