Privacy Notice

Peavoy Financial Planning Limited is committed to respecting and protecting your privacy and would like you to feel safe when you give us your personal details. We will always clearly identify ourselves in correspondence and on our website.

Our principal business is to provide advice and arrange transactions on behalf of clients in relation to life assurance, pensions and investments. To provide you with relevant information, respond to your requests we sometimes request that you provide us with information about yourself.

This Privacy Notice will inform you of the information we gather and how it is used. Peavoy Financial Planning Limited maintains the same privacy practices with respect to data that is collected off-line and on-line and this notice also covers both those methods of data collection, use and retention of all personal data. Our Data privacy policy is available on request.

What information we gather

In general you may visit our website without identifying yourself or revealing any personal information. Peavoy Financial Planning Limited collects domain information from your visit to customise and improve your experience on our website.

The website may collect certain information from your visit, including the date and time of your access, the pages you have accessed, the name of the Internet Services Provider and the Internet Protocol address by which you are accessing the Internet, and the internet address from which you linked to our site, if applicable. We use this information to better understand how our website is being used so that we can improve its performance.

Some portions of this website may request that you give us information about yourself from which we are able to identify you, such as your name, email or other address. Some of the ways in which we may collect information from you are

  • Subscription to newsletters or other Peavoy Financial Planning Limited content related correspondence
  • Event registrations for seminars, conferences etc
  • White Paper or other downloads

Use of the Information we gather

When we collect information about you, we intend to tell you why we are asking for the information and what we intend to do with it. You will have the option of not providing the information, in which case you may be able to still access other parts of this website, although you may not be able to access certain services. In certain areas of our website, we may where appropriate, enable you to “opt in” to certain uses of your information e.g. personal data and direct marketing. Data will not be held for longer than is necessary. Client details will be held while you are a customer. The information we collect about you or your computer is used to run the website, respond to your requests or process any transactions you have requested. It may also be used to verify your identity, send you information or contact you in relation to a product or a service that you are using or that we believe may be of interest to you after you have chosen to “opt in”

Sharing information with third parties

In certain instances, we may make your information available to third parties with whom we have a relationship where that third party is providing services on our behalf. We will only provide those third parties with information that is necessary for them to perform the services and we take measures to protect your information.

The information we collect may be used, stored and processed in the EU, UK, United States, Switzerland or in any other country in which Peavoy Financial Planning Limited does business. By providing the information via the website, you are consenting to the transfer of the information outside of your country to any country (including countries that may not have adequate levels of protection).

Data Security

Peavoy Financial Planning’s Limited intent is to strictly protect the security of your personal information; honour your choice for it’s intended use; and carefully protect your data from loss, misuse, unauthorised access or disclosure, alteration or destruction. We have taken appropriate steps to safeguard and secure information we collect online, including the one of encryption when collecting or transferring sensitive data.

How to update and /or amend the personal information you have provided

You are entitled to know whether we hold information about you and, if we do (subject to certain limitations), to have access to that information and have it corrected if it is inaccurate or out of date. To exercise your Right of Access or to update your details under your right of rectification or erasure, please email your address to the contact address below along with proof of identity.

Business Relationships

This website contains links to other websites. Peavoy Financial Planning Limited is not responsible for the privacy practices or the content of such websites. Peavoy Financial Planning Limited uses pixels and other methods to help manage online advertising.

Peavoy Financial Planning Cookies PrivacyThe Cookies Privacy

How do Peavoy Financial Planning Limited use cookies?

Peavoy Financial Planning Limited uses cookies to collect information about visitors’ use of the website, including things like connection speed, operating system details, the time and duration of visits and IP addresses. The information collected by cookies enables Peavoy Financial Planning Limited to understand the use of its site, including the number of visitors it has, the pages viewed per session, time exposed to particular pages etc. This in turn helps to provide visitors with a better experience. Peavoy Financial Planning Limited will not attempt to personally identify visitors from their IP addresses.

Contacting Us

If you have any questions or comments about our privacy notice or practices, please contact us. Peavoy Financial Planning Limited may modify or update this privacy notice from time to time at any time without prior notice. You can check the “Last Updated” date below to see when the notice was last changed. We encourage you to check this notice often so that you can continue to be aware of how we are protecting your personal information. Your continued use of the website constitutes your consent to the contents of this privacy notice, as it may be modified from time to time.


Last updated: 01st June 2021