Privacy Policy – Morris Financial Planning Ltd

1.          Introduction

1.1        We are committed to safeguarding the privacy of our clients; in this policy we explain how we will handle your personal data.

1.2        By using our website and agreeing to this policy, you consent to our use of cookies in accordance with the terms of this policy.

1.3        By completion of the attached consent form you can specify whether you would like to receive direct marketing communications.

2.          How we use your personal data

2.1        In this Section 2 we have set out:

(a)     the general categories of personal data that we may process;

(b)    the purposes for which we may process personal data; and

(c)    the legal bases of the processing.

2.2        We may process your personal data that are provided in the course of the use of our services.   The service data may be processed for the purposes of providing our services, ensuring the security of our website and services, maintaining back-ups of our databases and communicating with you. The legal basis for this processing is consent and the performance of a contract between you and us and/or taking steps, at your request, to enter into such a contract.

2.3        We may process information contained in any enquiry you submit to us regarding products and/or services.  The enquiry data may be processed for the purposes of offering, marketing and selling relevant products and/or services to you. The legal basis for this processing is consent.

2.4        We may process information relating to transactions, including purchases of goods and services, that you enter into with us and/or through our website.   The transaction data may include your contact details, your card details and the transaction details. The transaction data may be processed for the purpose of supplying the purchased goods and services and keeping proper records of those transactions. The legal basis for this processing is the performance of a contract between you and us and/or taking steps, at your request, to enter into such a contract and our legitimate interests, namely our interest in the proper administration of our website and business.

2.5        We may process information that you provide to us for the purpose of subscribing to our email notifications and/or newsletters. The notification data may be processed for the purposes of sending you the relevant notifications and/or newsletters]. The legal basis for this processing is consent.

2.6        In addition to the specific purposes for which we may process your personal data set out in this Section 3, we may also process any of your personal data where such processing is necessary for compliance with regulatory and legal obligation to which we are subject, or in order to protect your vital interests or the vital interests of another natural person.

2.7        Please do not supply any other person's personal data to us, unless we prompt you to do so.

3.          Providing your personal data to others

3.1        We may disclose your personal data to any of the third parties listed below, insofar as reasonably necessary for the purposes of obtaining and maintaining insurance coverage, managing risks, obtaining professional advice, managing legal disputes, meeting our legal obligations, and providing a financial planning service to you.

(a)   investment platforms

(b)   providers of investments and/or pensions

(c)    insurers

(d)   price comparison websites

(e)   our compliance consultants

(f)   our IT support team

(g)   the provider of our database software

(h)   the Financial Conduct Authority

(i)   with your consent – other third parties, such your accountant or solicitor        

3.2        In addition to the specific disclosures of personal data set out in this Section 4, we may also disclose your personal data where such disclosure is necessary for compliance with a legal obligation to which we are subject, or in order to protect your vital interests or the vital interests of another natural person.

4.          International transfers of your personal data

4.1          We store your data on our secure servers in the United Kingdom and retain it for a reasonable period or as long as the law requires. However, your data   may be transferred to, stored at, and processed at a destination inside or outside the European Economic Area by our partners or service providers. By submitting your personal data, you agree to this transfer, storing or processing. We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Notice.

5.          Retaining and deleting personal data

5.1        This Section sets out our data retention policies and procedure, which are designed to help ensure that we comply with our legal obligations in relation to the retention and deletion of personal data.

5.2        Personal data that we process shall not be kept for longer than is necessary for that purpose or those purposes.

5.3        We will retain and delete your personal data as follows:

(a)         Your personal data will be retained in accordance with our regulatory obligations.

(b)        If you cease to be a client of Morris Financial Planning, we will archive your data within a period of one month, starting from the date when you inform us that you no longer wish to be our client. The archiving process will prevent further processing of your data.

5.4        Notwithstanding the other provisions of this Section 6, we may retain your personal data where such retention is necessary for compliance with a legal obligation to which we are subject, or in order to protect your vital interests.

6.          Amendments

6.1        We may update this policy from time to time by publishing a new version on our website.

6.2        You should check this page occasionally to ensure you are happy with any changes to this policy.

6.3        We may notify you of changes to this policy by email or through private messaging system or via our website.

7.          Your rights

7.1        In this Section, we have summarised the rights that you have under data protection law. Some of the rights are complex, and not all of the details have been included in our summaries. Accordingly, you should read the relevant laws and guidance from the regulatory authorities for a full explanation of these rights.

7.2        Your principal rights under data protection law are:

(a)         the right to access;

(b)        the right to rectification;

(c)         the right to erasure;

(d)        the right to restrict processing;

(e)        the right to object to processing;

(f)         the right to data portability;

(g)         the right to complain to a supervisory authority; and

(h)        the right to withdraw consent.

7.3        You may instruct us to provide you with any personal information we hold about you; provision of such information will be subject to:

(a)         the supply of appropriate evidence of your identity. For this purpose, we will usually accept a photocopy of your passport certified by a solicitor or bank plus an original copy of a utility bill showing your current address.

7.4        In practice, you will usually either expressly agree (opt in) in advance to our use of your personal information for marketing purposes, or we will provide you with an opportunity to opt out of the use of your personal information for marketing purposes.

7.5        To the extent that the legal basis for our processing of your personal information is consent, you have the right to withdraw that consent at any time. Withdrawal will not affect the lawfulness of processing before the withdrawal.

8.          Our details

8.1        The website is owned and operated by Morris Financial Planning Ltd.

8.2        We are registered in England and Wales under registration number 07678565, and our registered office is at The Gardeners Cottage, Thorner Lane, Scarcroft, Leeds, LS14 3AH.

8.3        Our principal place of business is at The Gatehouse, Mansion Gate, Chapel Allerton, Leeds, LS7 4RF.

8.4        You can contact us:

(a)         by post, using the postal address given below;

(b)        using our website contact form;

(c)         by telephone, on the contact number given below; or

(d)        by email, using the email address given below.

9.          Data protection officer

9.1        Our data protection officer's contact details are:

                Name:                    Edward Morris DipPFS
                Telephone:           0113 238 5940
                Address:                Morris Financial Planning Ltd
                                                The Gatehouse
                                                Mansion Gate
                                                Chapel Allerton
                                                LS7 4RF
10.       Our website

11.1     Morris Financial Planning Ltd has established this Online Privacy Policy so that you can understand the care with which we intend to treat any Personal Information that you submit to us on our website.

             Personal Information means any information that may be used to identify an individual, including, but not limited to, a first and last name, a home or other physical address, an e-mail address or other contact information, whether at work or at home. In general, you can use the Morris Financial Planning Ltd web site without telling us who you are or revealing any Personal Information about yourself.

Cookies and Other Tracking Technologies

A cookie is a file containing an identifier (a string of letters and numbers) that is sent by a web server to a web browser and is stored by the browser. The identifier is then sent back to the server each time the browser requests a page from the server. A cookie may be used, for example, to collect information about web site activity. Some cookies and other technologies may serve to recall Personal Information previously indicated by a web user. Most browsers allow you to control cookies, including whether or not to accept them and how to remove them.

Cookies may be either "persistent" cookies or "session" cookies: a persistent cookie will be stored by a web browser and will remain valid until its set expiry date, unless deleted by the user before the expiry date; a session cookie, on the other hand, will expire at the end of the user session, when the web browser is closed.

Cookies do not typically contain any information that personally identifies a user, but personal information that we store about you may be linked to the information stored in and obtained from cookies.

You may set most browsers to notify you if you receive a cookie or you may choose to block cookies with your browser. Tracking technologies may record information such as Internet domain and host names; Internet protocol (IP) addresses; browser software and operating system types; clickstream patterns; and dates and times that our site is accessed. Our use of cookies and other tracking technologies allows us to improve our web site and your web experience. We may also analyse information that does not contain Personal Information for trends and statistics.

To protect your privacy, we have adopted the following principles on our website:


Where Morris Financial Planning Ltd collects Personal Information on the web, we intend to post a purpose statement that explains why Personal Information will be collected.


You may choose whether or not to provide Personal Information to Morris Financial Planning Ltd. The notice we intend to provide where Morris Financial Planning Ltd collects Personal Information on the web should help you to make this choice.

If you choose not to provide the Personal Information we request you may be unable to fully utilise the services provided by Morris Financial Planning Ltd. If you chose to have a relationship with Morris Financial Planning Ltd, such as a contractual or other business relationship or partnership, we will naturally continue to contact you in connection with that business relationship.


Wherever your Personal Information may be held within Morris Financial Planning Ltd, we intend to take reasonable and appropriate steps to protect the Personal Information that you share with us from unauthorised access or disclosure.

Access / Accuracy

To the extent that you do provide us with Personal Information, Morris Financial Planning Ltd wishes to maintain accurate Personal Information. Where we collect Personal Information from you on the web, our goal is to provide a means of contacting Morris Financial Planning Ltd should you need to update or correct that Information. If for any reason those means are unavailable or inaccessible, you may send updates and corrections about your Personal Information to and we will make reasonable efforts to incorporate the changes in your Personal Information that we hold as soon as practicable.

Children's Privacy

Morris Financial Planning Ltd website is not structured to attract children. Accordingly, we do not intend to collect Personal Information from anyone we know to be under 16 years of age.


We are committed to privacy and support current industry initiatives to preserve individual privacy rights on the Internet. Protecting your privacy on-line is an evolving area and this website will constantly evolve to meet these demands

Your Consent

By using this web site, you consent to the terms of our Privacy Policy and to our processing of Personal Information for the purposes given above as well as those explained where we request Personal Information on the web.