Contact form privacy
We may receive your name, email address, phone number and the message you choose to send. Please avoid adding information about health, finances or other sensitive matters unless we specifically request it.
Your information, clearly explained
Privacy Policy
Your data is yours. Phillips & Powell Sterling collects only the information needed to answer enquiries, arrange workshops and provide financial education guidance.
Who we are and what this policy covers
Phillips & Powell Sterling provides financial education workshops, individual financial planning guidance and investment literacy programmes in West Suffolk and beyond. We handle personal information in line with UK GDPR and the Data Protection Act 2018.
Our contact details
Phillips & Powell Sterling
unnamed road
West Suffolk, Suffolk
CB9 0PQ, United Kingdom
Email: [email protected]
Phone: +44 7913 079045
A simple commitment
We use your information for the reason you gave it to us. We don't sell or rent personal information.
Last updated: 21 February 2025. This financial education privacy policy applies to information submitted through our website, contact form, workshop booking process and one-to-one consultations.
What we collect and why
We ask for details that let us respond properly. You can choose what to include in an enquiry.
| Information | How we use it | Lawful basis |
|---|---|---|
| Name and contact details | To reply to an enquiry, arrange a call or confirm a workshop booking. | Legitimate interest or steps taken at your request. |
| Enquiry and session details | To understand what support or financial education programme you are asking about. | Legitimate interest for service delivery. |
| Marketing preferences | To send occasional updates only when you have asked to receive them. | Consent. You can withdraw it at any time. |
Information we don't seek
We do not ask for special category data through ordinary website forms. If a service needs further information, we will explain why before collecting it.
How long we keep your data
Retention depends on what happened after you contacted us. We review information and remove it when it is no longer needed.
Enquiries
Up to 12 months after last contactThis gives us enough time to answer a question or follow up on a workshop request. We then delete or anonymise the record unless another period applies.
Workshop attendance
Up to 3 yearsAttendance records may be kept for safeguarding, programme administration and the handling of concerns. We restrict access to people who need the record.
We use access controls, secure account settings and encryption where available. Personal information is shared only with people or suppliers who need it to provide the requested service.
Cookies and third-party processors
This site uses essential cookies only. There is no advertising or behaviour tracking through our pages.
Your rights under UK GDPR
You have control over the personal information we hold about you. Requests are handled without charge in most cases.
Access
Ask for a copy of the personal information we hold and an explanation of how we use it.
Correction
Tell us if your information is inaccurate or incomplete. We will update it promptly.
Erasure
Ask us to delete information when there is no lawful reason for us to keep it.
Restriction
Ask us to pause a particular use while a concern or accuracy issue is reviewed.
Portability
Request certain information in a commonly used, machine-readable format.
Withdraw consent
Withdraw marketing consent at any time. This won't affect processing already carried out lawfully.
Email your request to [email protected] and tell us what you need. You can also complain to the Information Commissioner's Office at ico.org.uk if you remain unhappy with how we handle your information.
Please review this policy before sharing personal information.
Contact Phillips & Powell Sterling if any part of our data practices needs clarification.