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Privacy Policy

Thank you for visiting this website.

THE BASICS

When we say ‘we’, ‘us’ or ‘our’, we are referring to Straight Talk Financial Planning.
The purpose of this policy is to explain what information we collect, how we collect it and why we collect the information when you visit our website.

YOUR INFORMATION

Information you voluntarily provide – When you complete a form on our website, consult with our staff or send us an email you are voluntarily providing us information. This information may include your name, company name, company address, email address, telephone number(s) and your position in your company.

We respect your privacy and will never disclose your personal information to a third party unless:

a) it is necessary in relation to work we are doing for you and your company
b) our company is acquired by another company and would therefore require it to continue working for you
c) we are requested to do so by lawful authority in relation to the GDPR (General Data Protection Regulation).

Information we automatically collect – When you use this website, we may collect information about which pages you visit, how much time you spend on a page and how you navigate through this website. That information may include the date and time, your IP address, your general location, your operating system and the browser you are using.

We may use various technologies to collect and store information when you use this website, and this may include using cookies and similar tracking technologies such as pixels and web beacons, to analyze trends, administer the website, track users’ movements around the website, serve targeted advertisements, and gather demographic information about our user base as a whole. If you wish to opt out of interest-based advertising click http://www.youronlinechoices.eu/). Please note you might continue to receive generic ads.

WHAT ARE COOKIES?
Cookies are small data files that are placed on your computer or mobile device when you visit a website. Cookies are widely used by online service providers in order to make their websites or services work, or to work more efficiently, as well as to provide reporting information.

HOW TO TURN OFF COOKIES
If you do not want to accept cookies, you can change your browser settings so that cookies are not accepted. If you do this, please be aware that you may lose some of the functionality of this website. For further information about cookies and how to disable them please go to: www.aboutcookies.org or www.allaboutcookies.org.

OUR CONTACT DETAILS
You have the Right of Access to any data we hold about you. To contact us with an enquiry or to view, update, delete, or change any Personal Information we hold about you, please use the information below:

  • Straight Talk Financial Planning
  • E: info@straighttalkfinancial.co.uk
  • T:+44 (0) 2380 243 665
  • Straight Talk Financial PlanningUnit 2, Chevron Business Park, Holbury, Southampton, SO45 2QL

There is no charge for this.

CHANGES TO THIS PRIVACY POLICY
We may update this policy occasionally so we recommend checking back here regularly to ensure you are aware of the most recent policy applied to this website.

DATA PROTECTION SUPERVISORY AUTHORITY
The Data Protection Supervisory Authority in the UK is the Information Commissioners Office (ICO). Should you wish to make a complaint regarding the way we handle your data, you can contact the ICO directly from their website – https://ico.org.uk

SECURITY
We take appropriate physical and technical security measures to help safe guard your information from unauthorized access.

Keeping your data secure – Your personal data will be stored on a secure server and password protected administration area.

Notice of breach of security – In the event of unauthorized access to your personal data, we have an obligation to report the breach within 72 hours to the supervisory authority mentioned above. We will also inform you as soon as possible.

  • After a long search for a pension advisor who could actively and professionally manage our company pension scheme, I contacted Straight Talk Financial Planning in February 2013. From the outset, I found David and his team to be extremely professional and competent in all they do, and their knowledge, expertise and communication throughout the last 5 and a half years has been excellent.

    Garrick Gregory, CEO, 2CL Communications Ltd
  • I have found the service and advice given by Straight Talk have always been given and explained in a thorough and efficient manner. David is always able to accommodate any calls and meetings in a fast and at times taking in an evening appointment to discuss any queries and advise necessary. I consider the approximate eight years of having Straight Talk taking care of my pension as time well spent.

    Mike Nicholas
  • Having a number of pensions and not a clue what was the best step going forward, I handed all the paperwork over to David & the team to sort out. Both were professional, friendly and I was kept informed every step of the way. Caroline handled mine and my husbands Will writing from start to finish, she made sure that we both understood the whole process and all the jargon that comes with it. Working with David, Caroline & the team has been a pleasure – I would not hesitate to recommend them and I look forward to being a long standing client going forward.

    Kate Browning, Honeypot Children's Charity
  • Until meeting David and Straight Talk Financial Planning I’d had a very mixed experience concerning IFAs, including one quite disastrous one. David’s approach was completely different, not only taking the time and effort to explain the process, but demonstratively actively monitoring the progress of my pension funds and reporting back on a quarterly basis; I greatly appreciate this attention to detail. David’s finger-on-the-pulse has kept my pension growing above the benchmark and there is nowhere else I would want my pension funds to be.

    Simon Chadwick, Ceratopia
  • I wanted to thank you for providing me personally with a very thorough and in-depth pension review.

    You took considerable time during our meeting to be able to demonstrate how my pension investments would perform based on the risk profile that you had identified me as holding.

    The outcome of the meeting was that I felt entirely confident in your knowledge and professionalism in handling my personal investments and transferred the funds entirely for Straight Talk to manage on my behalf.

    Deborah Witcomb, Managing Director, HR Pro Consulting Ltd
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    A number of you have very kindly approached us to ask where to donate to David’s memorial charity fundraiser. And a number of you have already donated – thank you.

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    Monday Musings 25.04.2022

    Stepping into the shoes of someone you have looked up to all your life is never an easy task. But I’m finding that task is made easier by the support.

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    Announcement

    It is with the greatest of sadness that I have to announce the passing of our Director, colleague, friend and my father Mr David McGurn Stewart. David passed on the.

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