Privacy notice
How Buzz Accounting Ltd collects, uses and protects your personal information.
How Buzz Accounting Ltd collects, uses and protects your personal information.
Buzz Financial Planning is a trading style of Buzz Accounting Ltd. For data protection purposes Buzz Accounting Ltd (company 15182358, registered office 16 Aylmer Parade, Aylmer Road, London N2 0PE) is the data controller. Contact us at hello@buzzaccounting.co.uk.
Your name, email address and message. With it we record the page you sent it from, the page you first arrived on, the website that referred you, and any campaign tags in the link you followed, so we know which pages and campaigns bring enquiries.
Income, spending, assets, pensions, property, debts, goals, and details of family members where they affect the plan.
Only if you choose to connect an account through the free Healthcheck. The connection is read-only, you authorise it on your own bank's website, we never see your banking credentials, and you can disconnect at any time.
If you accept analytics cookies, Google Analytics records which pages you visit and which buttons you use. We use no advertising pixels.
The page you visit, the name of the website that linked to it, campaign tags in the link, the date and the type of action (for example a click on a booking link). This sets no cookie and records nothing that identifies you. See Visit counts on the cookies page, which has the button to object.
If you message us on WhatsApp, we receive your phone number, name and message. WhatsApp processes them under its own privacy policy.
Where you've asked us to do work for you, we process your information to perform that contract. Where you've signed up for emails, accepted analytics cookies or connected a bank account, we rely on your consent, which you can withdraw at any time. Where we record how you reached the site, we rely on our legitimate interest in knowing which pages and campaigns bring enquiries. Where we keep records to meet legal obligations, we rely on that obligation.
We do not sell data or pass it to product providers. If you ask us to introduce you to Equity & General (FCA 474163) we share only what they need, and we tell you before it happens. Our suppliers (website hosting, email and record storage) handle your data only on our instructions.
Planning records are kept for six years after our work for you ends. Marketing contacts are kept until you unsubscribe. Bank transaction data is deleted when you disconnect the account or on request.
You can ask for a copy of what we hold, ask us to correct it, ask us to delete it, object to how we use it, or withdraw consent. Email hello@buzzaccounting.co.uk and we will respond within a month. If you are unhappy with how we handle it, you can complain to the Information Commissioner's Office at ico.org.uk.