Our website contains information about investment management services and is for information only. You must not rely on the information and should seek professional written advice before proceeding with or refraining from any financial investment or service.
Lawrence Miller & Co is authorised and regulated by the Financial Conduct Authority.
Financial Services Register No: 196271 http://www.fca.org.uk/register.
Lawrence Miller & Co Registered Address: Lakeside House, Lakeside Court, Llantarnam Park Way, Cwmbran, NP44 3GA.
Registered in England & Wales, No. 07193448.
We try to ensure that the information on this site is correct, but we do not give any express or implied warranty as to its accuracy. We do not accept any liability for error or omission
Neither Lawrence Miller & Co nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
By accessing any part of this site, you will be deemed to have accepted the above terms in full.
We may gather information about your general internet use by using cookies. Where used, these cookies are downloaded to your computer and stored on the computer’s hard drive. Such information will not identify you personally. It is statistical data. This statistical data does not identify any personal details whatsoever.
You can adjust the settings on your computer to decline any cookies if you wish. This can easily be done by activating the reject cookies setting on your computer.
We want you to understand how we use your personal data. In its most simple terms
We will now expand on this in a little more detail. Certain words and phrases are in bold the first time they appear: these are explained in the glossary at the end.
We are the data controller for your personal data. In this privacy statement, we describe how, collect, use, share and keep information about you in accordance with Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 (the General Data Protection Regulation or ‘GDPR’). Contact details for our data protection officer are shown above. The GDPR applies in the UK from the 25th May 2018.
This same statement is available from the footer of our emails, or as a paper document that may be handed or sent to you or downloaded from our website. The information collected under this privacy statement will be used during our business activities as financial advisers.
Should we need to change our statement, depending on the nature of the change, we will find the most appropriate way to let you know.
The types of information we collect will depend on which product or service you request or use. We collect personal data about you from:
We use your personal data:
We process, transfer and access your personal data through our systems in the UK. You may find that other companies who provide services to you as a result of our advice are of an international nature. They too have a privacy statement and will also ensure your data is handled responsibly and securely, but for which we cannot be held accountable.
We use organisational, administrative, technical and physical security measures to safeguard your personal data and to help ensure that your information is processed promptly, accurately and completely.
We will keep your personal data only for as long as there is a reason to, so that we can deliver the products and services that you requested. However, we are often required to keep it for longer periods because of law, regulation, litigation or regulatory investigation purposes. (For example, your personal data must be stored by us for at least six years after our last activity together, or indefinitely if data relates to pension transfer business as required by our regulator, The Financial Conduct Authority. Similarly, our personal indemnity insurance provider may expect us to retain our advisory records until any period of potential liability has passed).
When your personal data is no longer necessary for ongoing, legal or regulatory needs, we will take reasonable steps to securely destroy such information or permanently or anonymise it.
If you feel that any personal data held by us is not accurate and up to date you can contact our data protection officer to verify the data we hold. Any information which is found to be incorrect or incomplete will be amended promptly.
You have the right to access, update, erase, change or correct your personal data. More specifically, you have the right to:
If you want to exercise any of your rights, or if you have any questions about how we process your personal data, you can contact our data protection officer shown at the beginning of this document. You also have the right to contact the Information Commissioner directly at www.ico.gov.uk.
We agree how you prefer to hear from us when you establish a client agreement with us. We point out that if you choose not to receive such communications, the products or services you have chosen could be affected, but within reason. We may occasionally contact you to ensure that your preferences remain the same. We believe you expect us to maintain contact with you regarding products and services we have set up for you at your request.
Data controller – The firm itself holds the top-level responsibility for the way your personal data is handled. It will appoint a data protection officer to administer its data policy and statements.
Data protection officer – A member of our team selected to answer your questions about data and to oversee the correct handling of personal data within our firm.
Personal data – Any information relating to an identified or identifiable natural person, such as name, addresses, telephone number, and email address and other information specific to that individual such as demographic details and transaction information
Contact Address: Lakeside House, Lakeside Court, Llantarnam Park Way, Cwmbran, Wales, NP44 3GA