Introduction Money Mentor t/a Vantage Financial Planning Ltd is committed to protecting and respecting your privacy. We wish to be transparent on how we process your data. It is the intention of this privacy statement to explain to you the information practices of Money Mentor t/a Vantage Financial Planning Ltd in relation to the information we collect about you. Please read this Statement carefully as this sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.
Identity Money Mentor t/a Vantage Financial Planning Ltd is a personal financial planning advice firm. Our services include but are not limited to, personal finance review and analysis, cash flow projections, protection, savings, pensions, investments, retirement planning and estate planning.
Our Data Protection Officer can be contacted directly here:
This website is published by Money Mentor t/a Vantage Financial Planning Ltd. Money Mentor t/a Vantage Financial Planning Ltd is regulated by the Central Bank of Ireland.
Purpose for holding and processing information In order to provide you with our services (Financial Planning) it is necessary for us to collect and process your personal data. We are required, therefore, to inform you of the legal bases for processing your personal data. One such legal basis is that the processing is necessary for the performance of the advisory services contract (and any other contract) that we commit to delivering to you from time to time. Another legal basis is that some processing is necessary for the purposes of the legitimate interest that we have, as a firm that is authorised and regulated by the Central Bank of Ireland, in the proper administration and correct operation of our firm. There may also be circumstances where the legal basis for processing your personal data is consent (where we have sought it and it has been provided to us), in which case that consent may be withdrawn at any time.
In any event, Money Mentor t/a Vantage Financial Planning Ltd are committed to ensuring that the information we collect, and use is appropriate for this purpose, and does not constitute an invasion of your privacy.
How Money Mentor t/a Vantage Financial Planning Ltd will use the personal data it collects Money Mentor t/a Vantage Financial Planning Ltd will process (collect, store and use) the information you provide in a manner compatible with the EU’s General Data Protection Regulation (GDPR). We will endeavour to keep your information accurate and up to date, and not keep it for longer than is necessary.
Sharing Information We will only use the information you give to us to provide you with the range of insurance, investment and other products which you request and/or which we believe may be in your best interests or to meet our regulatory obligations. We will therefore only pass information to our staff, consultants, support service providers or at your request to other parties, or as required by law in order to meet our legal and/or regulatory obligations.
We may pass your personal data on to third-party service providers contracted to Money Mentor t/a Vantage Financial Planning Ltd in the course of dealing with you. Any third parties that we may share your data with are obliged to keep your details securely, and to use them only to fulfil the service they provide on your behalf.
If we wish to pass your sensitive personal data onto a third party we will only do so once we have obtained your explicit consent, unless we are legally required to do otherwise.
Security Your personal data is held on a secure server. The nature of the internet is such that we cannot guarantee or warrant the security of any information you transmit to us via the internet. No transmission of data over the internet can be guaranteed to be 100% secure. However, we take all reasonable steps, including appropriate technical and organisational measures, to protect your personal data.
Contact Us Your privacy is important to us. If you have any comments or questions regarding this statement, please contact us at firstname.lastname@example.org.