Privacy Policy

Effective Date: 1st June 2025

 

1. Who We Are

This website is operated by ERG Private Finance Ltd, trading as ERG Finance, a company registered in England and Wales.

Company Number: 16211474

Registered Office: ERG Finance, Suite 7 Old Grammar School House, School Gardens, Shrewsbury, SY1 2AJ

Data Controller: ERG Private Finance Ltd

Email: info@ergfinance.co.uk

 

We are authorised and regulated by the Financial Conduct Authority (FCA) to provide financial services and advice in the UK.

 

2. What This Policy Covers

This Privacy Policy explains:

• What personal data we collect and why

• How we use your data

• Your rights under UK data protection laws

• How to contact us about your personal data

 

3. What Personal Data We Collect

We may collect and process the following information when you interact with our website or services:

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Identity Data (e.g. full name)

Contact Data (e.g. email address)

Technical Data (e.g. IP address)

Booking Data (e.g. time and date of requested consultation)

Marketing Preferences (consent for newsletters for future contact)

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We do not knowingly collect or process sensitive personal data (e.g. health, race, religion).

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4. How We Collect Your Data

We collect your data in the following ways:

• When you fill in forms on our site (e.g. booking a consultation)

• When you contact us directly via email or contact forms

• Through cookies and analytics tools (see Cookie Policy for more detail)

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5. How We Use Your Personal Data

We use your personal data for the following purposes:

• To confirm and manage your free consultation booking

• To respond to enquiries • To send you relevant service communications (e.g. reminders, confirmations)

• To improve the performance and security of our website

• To comply with our legal and regulatory obligations

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We will never sell or share your data with third parties for marketing purposes.

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6. Sharing Your Data

We may share your data with:

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Wix.com Ltd. (Website hosting, booking and form infrastructure)

Google LLC (Analytics, performance monitoring, and email/calendar integrations)

Regulatory bodies (e.g. FCA) (Where required by law or regulation)

Professional advisers (Only where necessary and bound by confidentiality)

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All third parties are required to protect your data in accordance with applicable UK laws and our own data processing agreements.

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7. International Data Transfers

Some services we use (such as Wix and Google) may transfer data outside the UK or European Economic Area (EEA). Where this occurs, we ensure appropriate safeguards are in place, such as:

• Adequacy decisions by the UK government

• Standard contractual clauses approved by the ICO or European Commission

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8. How Long We Keep Your Data

We retain your personal data only as long as necessary for the purposes for which it was collected. Typically:

• Booking and contact details: retained for up to 2 years

• Analytics data: retained for 14–26 months via Google

• Legal, regulatory or audit records: up to 7 years, as required by law

 

You can request deletion sooner, unless we are legally required to retain it.

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9. Your Rights

Under the UK GDPR, you have the following rights:

• Access: Request a copy of the personal data we hold about you

• Correction: Ask us to correct any inaccuracies

• Erasure: Request we delete your personal data

• Objection: Object to certain uses of your data (e.g. marketing)

• Restriction: Ask us to suspend processing in certain cases

• Portability: Request transfer of your data to another provider

• Withdraw Consent: You may withdraw your consent at any time

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To exercise any of these rights, email us at info@ergfinance.co.uk.

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10. Data Security

We take appropriate technical and organisational measures to safeguard your data, including:

• HTTPS encryption

• Secure storage and access controls

• Access restricted to authorised personnel only

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However, no method of transmission over the internet is 100% secure.

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12. Changes to This Policy

We may update this Privacy Policy from time to time. You will always find the latest version on our website. If we make significant changes, we will notify you clearly.

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13. Contact Us

If you have any questions or concerns about this policy or how we handle your data, please contact:

Data & Privacy

ERG Private Finance Ltd (ERG Finance)

ERG Finance, Suite 7 Old Grammar School House, School Gardens, Shrewsbury, SY1 2AJ

Email: data@ergfinance.co.uk

 

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO): www.ico.org.uk