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Privacy Policy

Mackenzie Financial Planning Ltd is committed to protecting the privacy of its users and we therefore ask that you please read our Privacy Policy before providing us with any information about you or any other person (‘Personal Information’).

 

Cookies and How They Benefit You

Our website uses cookies, as almost all websites do, to help provide you with the best experience we can. Cookies are small text files that are placed on your computer or mobile phone when you browse websites.

 

Our cookies help us:
Make our website work as you’d expect.
Improve the speed/security of the site.
Continuously improve our website for you.
Make our marketing more efficient (ultimately helping us to offer the service we do at the price we do).

 

We do not use cookies to:
Collect any personally identifiable information (without your express permission).
Collect any sensitive information (without your express permission) Pass data to advertising networks.
Pass personally identifiable data to third parties Pay sales commissions.

You can learn more about all the cookies we use below.

 

Granting us permission to use cookies
If the settings on your software that you are using to view this website (your browser) are adjusted to accept cookies we take this, and your continued use of our website, to mean that you are fine with this. Should you wish to remove or not use cookies from our site you can learn how to do this below, however doing so will likely mean that our site will not work as you would expect.

 

Anonymous Visitor Statistics Cookies
We use cookies to compile visitor statistics such as how many people have visited our website, what type of technology they are using (e.g. Mac or Windows which helps to identify when our site isn’t working as it should for particular technologies), how long they spend on the site, what page they look at etc. This helps us to continuously improve our website. These so called “analytics” programs also tell us if , on an anonymous basis, how people reached this site (e.g. from a search engine) and whether they have been here before helping us to put more money into developing our services for you instead of marketing spend.

We use Google Analytics.

 

Our Use of Your Personal Information

Mackenzie Financial Planning Ltd registered in England & Wales registered number 7435509 registered office The Exchange Bank Street Bury BL9 0DN.

The Mackenzie Financial Planning Ltd website does not store or capture personal information about you when you visit it, it merely records traffic information. This means information about all of our visitors collectively, for example how many visits the website receives. In order to respect our visitors’ rights of privacy, this information is anonymous and no individual visitor can be identified from it. We will only collect personal information about you if you send us an e-mail enquiry via the ‘contact us’ facility.

We take all reasonable precautions to protect our visitors’ information, both on and off line. If your personal information changes, please let us know and we will correct, update or remove any information that we hold about you on our active databases. We may however need to retain archive copies of that personal information for legal or audit purposes. If you have any queries regarding the way in which Mackenzie Financial Planning Ltd handles data collected from you on this website, please contact us.

 

When might we disclose your Personal Information to Others?

Please be assured that except for the reasons listed below, we will not disclose your Personal Information to others.

We may disclose your Personal Information to others in the following circumstances and/or for the following purposes:

• Where it is necessary for the provision of information or services to you;

• Where we are required to do so by the courts or to comply with other legal, statutory and/or regulatory obligations including accounting and taxation requirements;

• To prevent and/or detect crime;

 

Monitoring

Please note that if you communicate with us electronically, including by e-mail, telephone or fax, this communication may be randomly monitored and/or recorded to protect the interests of our business and our customers. This includes for the purposes of maintaining customer/service quality standards, detection of and/or prevention of crime and to ensure that Mackenzie Financial Planning Ltd employees comply with legal obligations and Mackenzie Financial Planning Ltd policies and procedures (including our customer relations practices).

 

Hyperlinks

We may provide hyperlinks from this web site (‘the Site’) to web sites of other organisations including websites of associated companies. Please note that this Privacy Policy applies only to this Site and that Mackenzie Financial Planning Ltd will not be liable for the contents of linked web sites or any transactions carried out with organisations operating those web sites.

 

Requests for Access to Personal Information

We are happy to provide you with details of the Personal Information, which we process about you. To protect our customers’ personal information, we follow strict storage and disclosure procedures, which mean that we will require proof of identity from you prior to disclosing such information. We may charge a small administration fee in relation to any requests. Please direct any such request for access to personal information to the Data Protection Officer Mackenzie Financial Planning Ltd Exchange Bank Street Bury BL9 0DN.

 

Information updates

Please help us to keep your Personal Information current and accurate by contacting us if your Personal Information is or becomes inaccurate and/or out-of-date.

 

Contacting Us

If you do not want us to use your Personal Information in the manner set out in this Privacy Policy, need to advise us of any changes to your personal information, or would like any more information about the way in which we collect and use your Personal Information, please contact us at Mackenzie Financial Planning Ltd The Exchange Bank Street Bury BL9 0DN or telephone 0161 763 1950.

 

Security

As you may be aware, no data transmission over the internet can be entirely secure. As a result, while we will always use reasonable endeavours to protect your Personal Information, we cannot guarantee the security of your Personal Information and the use of our Site (including the e-mail facilities) is at your own risk.

 

Changes to this Privacy Policy

This Privacy Policy will change from time to time, and you should check the Site on a regular basis to ensure that you are aware of our most recent policies (including this Privacy Policy and the Terms relating to your use of the Site).

 

User Declaration

By providing Mackenzie Financial Planning Ltd with any Personal Information you consent to the use of your Personal Information for the purposes and in the manner set out in this Privacy Policy.