Privacy Policy

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Our Privacy Policy informs you what will  happen to the personal data you give to us whilst using this website,  instructing us to act for you or asking us for any information. This  Privacy Policy contains important information about how we collect  personal information about you and will explain how we use it.

This policy sets out the requirements and obligations of the users of the website, (www.romanfinancial.co.uk)  and the website owner (Roman Financial Services  Ltd). This website  complies with all UK national laws and requirements for user privacy.

1. Personal Data You Provide

When  providing personal information i.e your name and email address on the  forms on this website, you will agree to us contacting you with regards  to the information provided.

Information  collected by us may include your personal information, such as your  contact information, name, IP addresses, product and service selections  and telephone conversations. 

You may provide your personal information to us via written correspondence, telephone calls, emails or web-based forms. 

We use cookies to collect information about all website visitors.

We  may collect information about your computer, for example your operating  system, browser type and IP address. This is to help report any  aggregate information for internal purposes. This does not identify any  individual as it is statistical data regarding user patterns and  behaviour. 

2. How We Use Your Personal Data

We  use the data you provide via this website to communicate with you  through your phone number or email address (when we respond to enquiries  made online). The  information is then used by us to satisfy the  performance of a contract on any matter you may instruct us on. 

We use your data to contact you about our other services that we think may be of interest to you.

We may use analytics to monitor website trends.

We use data to seek feedback from our clients and then use this to help improve our service.

3. Our Lawful Reasons For Processing Your Data

The  “General Data Protection Regulation” (GDPR) defines your rights with  regards to the processing of your personal information. By law, we have  to declare which of six “lawful reasons” we are relying on when we are  processing your personal data. 

Lawful reasons we rely on for processing your data:

Responding  to your enquiry ( Lawful reason- Legitimate Interest)                                                     

You become a client and we communicate about your matter  (Lawful reason- Contractual)        

Previous  client- updates regarding the law which may impact on your  circumstances (Topical Updates)- (Lawful reason- Contractual or  Legitimate interest).         

4. How Long We Keep Personal Data

Website browsers/enquiries: Personal data may be stored by the website for up to 90 days before it is removed automatically.  

We  will not retain client information longer than necessary. We will hold  on to your information while your matter is in existence, and so we are  able to provide the services to you for as long as is necessary. If  legally required, we may also retain your information for a limited  period of time as required. This may be even after you have closed your  account. Data will be retained in accordance with our retention policy.

5. Information We Monitor About Visitors

When  you visit our site, the pages you see, along with a short text file  called a ‘cookie’, are downloaded to your computer. Cookies are used to  help us identify whether a user has successfully logged into the site  and will inform us if the computer has previously visited the website.  This allows the website, through its server, to provide the users with a  tailored experience within the website. To understand which cookies we  use and how we use them, please see our Cookie's policy.

6. How We Protect Your Information

Personal data will only be processed for purposes permitted by the Data Protection Act.

Appropriate  security measures are taken against unauthorised or unlawful processing  of personal data, and against loss or damage to the personal data.

Specifc  procedures are used to ensure security of all personal data. This is  from the point of collection to the point of destruction. For this, Roman Financial Ltd use entry controls, secure lockable  cupboards and desks and use shredding to destroy documents or disks. 

7. Your Rights

You  have the right to request a copy of the information that we hold about  you and you will not be expected to pay a fee to access the data,  however we may request your proof of identity. If you would like a copy  of your personal information, please send an email to admin@romanfinancial.co.uk.

If  any of the information that you have provided to us changes, you are  able to ask us to change it and therefore we will remove the inaccurate  information. You can also request the erasure of your personal data  where there is no good reason for us to continue processing it. If we  can not erase due to legal reasons, you will be notified at the time of  your request.  You can restrict the processing of your personal  information where we are relying on a legitimate interest if it feels  like it impacts on your fundamental rights and freedoms. However,  sometimes, we may have compelling legitimate grounds to process your  information that overrides your rights and freedoms.

You  have the right to data portability. This applies to personal data you  have provided to us which is processed by automated means under the  lawful basis of either consent or performance of a contract.

8. Your Consent

By submitting your personal information, you consent to the use of that information as set out in this policy.

9. Changes to our Privacy Policy

We  regularly review our privacy policy. If anything changes, we will make  you aware of these through notices on our website. This means you are  kept informed of our data collection procedures at all times. This  Privacy policy was last updated on 10th May 2022.

10. Questions and Complaints

If  you have any questions or complains, we hope you will contact us  directly. However, legal rights regarding privacy are the remit of the  Information Commissioners Office (ICO). You will find more information  about how to complain here: https://ico.org.uk/concerns/