bryan j hollingsworth

chartered financial planner

guidance, advice, support

Bryan J Hollingsworth ACII DipPFS CeMAP is a member by examination of The Personal Finance Society

Home Personal Clients Business Clients Investment Qualifications Privacy Notice Contact Us

Bryan J Hollingsworth is an Appointed Representative of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority

Bryan J Hollingsworth FCA No 152663 - Julian Harris Financial Consultants FCA No 153566

All content on this website is aimed at UK taxpayers or residents of MiFID countries (if applicable).   Decisions should not be taken based solely on the content of this website and individual advice should be sought first.   Regulations, levels and bases of taxation are subject to change.

The firm is not responsible for the content of any external links.

Please be aware that some aspects of Tax Planning, Will Writing, Auto Enrolment and National Savings & Investments are not regulated

by the Financial Conduct Authority.

Your Personal and Sensitive Personal Data – what is it?

Personal Data relates to a living individual who can be identified from that data. Sensitive Personal Data covers specific information such as health details, origins and opinions.   Identification can be by the information alone or in conjunction with any other information in the Data Controller’s possession or likely to come into such possession. The processing of Personal Data is governed by the General Data Protection Regulation 2016/679 (the “GDPR”).

Who are we?

Bryan J Hollingsworth ACII DipPFS CeMAP, chartered financial planner, and Julian Harris Networks are the Data Controllers (“we”, “us”). This means they decide how your Personal Data is processed and for what purposes.

How do we process your Personal Data?

We comply with our obligations under the GDPR by keeping Personal and Sensitive Data up to date. Sensitive Personal Data covers specific information such as health details, origins and opinions by storing and destroying it securely; by not collecting or retaining excessive amounts of data; by protecting Personal Data from loss, misuse, unauthorised access and disclosure and by ensuring that appropriate technical measures are in place to protect your data.

We use your Personal Data for the following purposes: -

1. To provide our advice and implementation service in respect of financial products, such as mortgages, life assurance, pensions and investments.

2. To keep in contact with our clients about products and services which we believe may be of value to them

What is the legal basis for processing your Personal Data?

Article 6 Processing

Article 9 Processing

Sharing your Personal Data

Your Personal and Sensitive Data will be treated as strictly confidential, and will be shared only with Julian Harris Networks and providers of financial service products, third-party data storage providers and legal or regulatory authorities if obliged to do so.

We keep your Personal and Sensitive Data for no longer than reasonably necessary and we only retain your data for servicing the financial services provided where agreed and in case of any legal claims and for regulatory purposes.

Your rights and your Personal Data

Unless subject to an exemption under the GDPR, you have the following rights with respect to your Personal Data: -

Further processing

If we wish to use your Personal and Sensitive Data for a new purpose, not covered by this Data Protection Notice, then we will provide you with a new notice explaining this new use prior to commencing the processing and setting out the relevant purposes and processing conditions. Where and whenever necessary, we will seek your prior consent to the new processing.

Cybercrime Warning

Please be aware that there is a significant risk posed by cyber fraud, specifically affecting emails enclosing bank account details.   If you receive an email from Bryan J Hollingsworth, chartered financial planner, requesting or providing bank details, please contact us immediately for clarification.

 All payment requests should be verbally validated.