Privacy Policy
Introduction
At Octo Financial Planning, we take the privacy and security of your personal information seriously.
This Privacy Policy explains how your personal information is handled when you visit our website, contact us, or use our financial planning services.
Octo Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority.
Our handling of personal information is governed by the privacy arrangements of 2plan wealth management Ltd and its wider group.
Please also read the full 2plan Privacy Policy, which provides further details about how your information is collected, processed, shared and protected.
Who We Are
Octo Financial Planning Ltd provides independent financial planning and advice through David Medland, Chartered Financial Planner, based in Falmouth, Cornwall.
Our business details:
Octo Financial Planning Ltd
Unit 2, Tregoniggie Industrial Estate
Falmouth, Cornwall
TR11 4SN
Telephone: 01326 211854
Email: david.medland@octofp.com
Company Registration Number: 13922409
FCA Register Number: 972331
Octo Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd.
As explained in 2plan’s Privacy Policy, 2plan operates a joint data-controller arrangement with its appointed representative firms in relation to relevant client information. This means responsibilities for handling and protecting personal information are shared in accordance with those arrangements.
What Personal Information We Collect
Depending on your interactions with us and the financial services you request, personal information may include:
Your name, address, telephone number and email address.
Information about your financial circumstances, investments, pensions and insurance arrangements.
Information about your family and financial planning objectives.
Identification information required to provide financial services and meet regulatory obligations.
Information you provide when contacting us or requesting a consultation.
Technical information associated with visiting and using our website.
Certain financial planning and insurance services may require additional personal information, including sensitive information where appropriate and lawfully permitted.
The full categories of information collected are described in the 2plan Privacy Policy.
How We Use Your Personal Information
Personal information may be processed for purposes including:
Responding to your enquiries and arranging consultations.
Understanding your financial circumstances and objectives.
Providing financial planning advice and related services.
Administering financial products and ongoing client relationships.
Meeting applicable legal and regulatory obligations.
Preventing fraud and protecting personal information.
Managing complaints and requests relating to your information.
Maintaining the security and functionality of our website.
The lawful basis for processing your information depends on the purpose involved. These bases may include performing a contract, complying with legal obligations, legitimate interests or consent.
Further information about processing purposes and lawful bases is provided in 2plan’s official Privacy Policy.
Sharing Your Personal Information
As part of providing financial planning services, personal information may be shared with 2plan wealth management Ltd and relevant third parties where necessary and lawful.
Depending on the services involved, these may include financial product providers, professional advisers, regulatory authorities and service providers supporting the operation of the business.
Any sharing of personal information is subject to applicable data protection requirements and the arrangements described in the full 2plan Privacy Policy.
Cookies and Website Technologies
Our website uses cookies and similar technologies to support its operation. Optional technologies may also be used for purposes explained through our cookie consent system.
Where consent is required, visitors can choose whether to allow optional technologies through the cookie banner.
You can review or change your cookie preferences using the cookie preferences controls available on our website.
Further information about the use of personal data collected through cookies and related technologies is provided in the 2plan Privacy Policy and our website’s cookie preferences information.
Protecting Your Information
We recognise the importance of keeping personal information secure.
Appropriate technical and organisational safeguards are used to protect information against unauthorised access, disclosure, alteration or loss.
Further details of 2plan’s information security arrangements are available in its Privacy Policy.
How Long We Keep Your Information
Personal information is retained for as long as necessary for the purposes for which it was collected, including the provision of services and compliance with applicable legal and regulatory requirements.
Retention periods may vary depending on the nature of the information and the services provided.
The relevant retention arrangements are explained in the full 2plan Privacy Policy.
Your Data Protection Rights
Under UK data protection law, you may have rights concerning the personal information held about you, depending on the circumstances.
These include rights to:
Access your personal information.
Request correction of inaccurate information.
Request deletion of information in applicable circumstances.
Restrict or object to certain processing activities.
Request the transfer of information where applicable.
Withdraw consent where consent is the lawful basis for processing.
Raise concerns about how your personal information is handled.
To exercise your rights, please contact 2plan’s Data Protection Team.
Email: data.protection@2plan.com
You may also raise concerns with the Information Commissioner’s Office (ICO).
Website: https://ico.org.uk/
Contacting Us About Privacy
If you have questions about how your information is handled in connection with Octo Financial Planning, you can contact:
David Medland
Octo Financial Planning Ltd
Unit 2, Tregoniggie Industrial Estate
Falmouth, Cornwall, TR11 4SN
Telephone: 01326 211854
Email: david.medland@octofp.com
For formal data protection enquiries or requests, you can contact:
The Data Protection Officer
2plan wealth management Ltd
3rd Floor, Bridgewater Place
Water Lane
Leeds, West Yorkshire
LS11 5BZ
Email: data.protection@2plan.com
Further Privacy Information
This page provides information relevant to Octo Financial Planning and its website.
For the complete privacy arrangements applicable to the provision of financial advice, including detailed information about data processing, legal bases, third-party sharing, international transfers, profiling, retention and your rights, please refer to:
2plan wealth management Ltd – Official Privacy Policy
The official 2plan Privacy Policy should be read alongside this page. Where additional information is required about 2plan’s privacy arrangements, the official notice provides the more detailed explanation.