Bluefish Financial Services Limited
Meet Sam Teller – Financial Adviser

Privacy Policy

In this Privacy Policy references to “we” and “us” are to Bluefish Financial Services Ltd.

 

The purpose of this statement is to set out how we use personal information that we may obtain about you. By either registering as a user of any services provided by Bluefish Financial Services Ltd. on this website or completing the “Contact us” form generally you agree to this use.

How does it work?

You provide us with your details. After you submit your details we may phone you to discuss your requirements, to check we’ll be able to meet your needs, and to arrange an appointment to complete a “fact-find” either face to face, by post and telephone or via e-mail.

What are we doing with your details?

Only with your permission will we take your details and pass them on to one or more companies that cover the areas that you have expressed an interest in. We will not pass your details to any other third parties without your permission. We may from time to time send you out a newsletter on other products and services that we offer. The beauty is that you only have to give us your details once, and then the process will begin. No more jumping from website to website worrying about who you should be getting advice from.

How do I remove my details from your system to opt out of any further email, phone or other direct communications?

To remove your details from our database, just send an email along with your name, phone number and postcode to info@bluefishfs.co.uk

If we ever send out a newsletter or email with special offers (we haven’t actually done either of these yet, but may do in the future), there will be a link in the email which you’ll be able to click to unsubscribe yourself from future emails, we will then remove your details from our database. Alternatively, you can email info@bluefishfs.co.uk along with your name, postcode and email address, and we’ll remove you from our database. If you have any questions, email these to info@bluefishfs.co.uk.

How can I get a copy of my details that you hold?

You have a right to receive a copy of any details we hold about you in return for an administration fee. If you want to receive a copy of any of your details that we hold about you, please send a £10 administration fee, payable to Bluefish Financial Services Ltd. and the request in writing to:

 

Bluefish Financial Services Ltd.

34 Claverham Road

Fishponds

Bristol

BS16 2HS

 

What information do you collect via this website?

Any personal details you type in and submit such as name, address, email address, etc.

 

Data Protection

Any or all of the above Data may be required by us from time to time in order to provide you with the best possible service and experience when using our Web Site or services. Data may be used by us for, but not limited to, the following reasons:

to enable you to access and use the Service
to personalise aspects of our overall service to you
to communicate with you
to process a transaction between you and a third party
transmission by email of promotional materials that may be of interest to you
transmission by SMS text of promotional materials that may be of interest to you
contact by telephone with promotion materials that may be of interest to you
contact for market research purposes which may be done using email, telephone, fax or mail. Such information may be used to customise or update the Web Site.Your Data may be transferred abroad to perform any of the actions listed above.This site is Data Controller Registered under Bluefish Financial Services Ltd. Registration number Z2825221.We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:
A data controller is an organisation that has full authority to decide how and why personal data is to be “processed” (this includes using, storing and deleting the data). This means we must comply with strict data protection laws to ensure your data is “processed” accordingly.
We may use the information to improve our products and services. We may periodically send promotional emails about new products, special offers or other information which we think you may find interesting using the email address which you have provided. From time to time, we may also use your information to contact you for market research purposes. We may contact you by email, phone, fax or mail. We may use the information to customise the website according to your interests.