Privacy Policy

Effective date: June 23, 2025

Hanson Financial Services is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our landing page and interact with our services.

Hanson Financial Services is a trading style of Thomas Brannigan, who is authorised and regulated by the Financial Conduct Authority (FCA) under reference 482628 on the Financial Services Register: https://register.fca.org.uk/.

Our Registered Office: Oriel Chambers, 14 Water Street, Liverpool, Merseyside L2 8TD, UK.Our Secondary Office: Suite 6, 42 Jamaica Street, Liverpool, Merseyside, L1 0AF, UK.

1. Important Information and Who We Are

Hanson Financial Services is the Data Controller responsible for your personal data collected via this landing page. We are committed to complying with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, as well as the rules and guidance issued by the Financial Conduct Authority (FCA) regarding data protection and privacy.

Contact Details:

  • Email: info@hanson-ifa.co.uk
  • Telephone: 0151 708 7616

2. The Data We Collect About You

We may collect, use, store, and transfer different kinds of personal data about you, which we have grouped together as follows:

  • Identity Data: Includes first name, last name, title.
  • Contact Data: Includes email address and telephone numbers.
  • Technical Data: Includes internet protocol (IP) address, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access this landing page.
  • Usage Data: Includes information about how you use our landing page, products, and services. This includes clickstreams, page views, and interactions with content.
  • Marketing and Communications Data: Includes your preferences in receiving marketing from us and our third parties, and your communication preferences.

We do not collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health, and genetic and biometric data). Nor do we collect any information about criminal convictions and offences via this landing page.

3. How Your Personal Data is Collected

We use different methods to collect data from and about you, including through:

  • Direct interactions: You may give us your Identity and Contact Data by filling in forms on our landing page (e.g., via the GoHighLevel form) or by corresponding with us by phone, email, or otherwise.
  • Automated technologies or interactions: As you interact with our landing page, we will automatically collect Technical and Usage Data about your equipment, Browse actions, and patterns. We collect this personal data by using cookies, server logs, and other similar technologies.
  • Third parties or publicly available sources: We may receive personal data about you from various third parties and public sources as set out below:
    • Technical Data from analytics providers such as Google Analytics, Microsoft Clarity, and Facebook Meta Pixel.

4. How We Use Your Personal Data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

  • Where we need to perform the contract we are about to enter into or have entered into with you.
  • Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
  • Where we need to comply with a legal or regulatory obligation.
  • Where you have given your explicit consent.

Purposes for which we will use your personal data:

We use your Identity and Contact data primarily to respond to your enquiries submitted via our forms. This is either to take steps to enter into a contract with you (if your enquiry leads to an agreement for services) or based on our legitimate interests to provide you with the information you requested about our services.

We also use your Identity, Contact, and Marketing and Communications data to manage our relationship with you. This can be necessary for the performance of a contract, to comply with legal obligations, and for our legitimate interests in keeping our records updated and understanding how our customers use our services.

For the administration and protection of our business and this landing page, including troubleshooting, data analysis, testing, system maintenance, support, reporting, and hosting of data, we process Technical and Usage Data. This is necessary for our legitimate interests in running our business, providing IT services and network security, preventing fraud, and in the context of any business reorganisation. It also helps us comply with legal obligations.

To deliver relevant website content and advertisements to you and to measure or understand the effectiveness of the advertising we serve, we use Technical, Usage, and Marketing and Communications data. This is based on our legitimate interests in understanding how customers use our services, developing our offerings, growing our business, and informing our marketing strategy. Where required, such as for targeting cookies, we rely on your explicit consent.

We use Technical and Usage data for data analytics to improve our landing page, services, marketing, customer relationships, and overall experience. This falls under our legitimate interests to define customer types, keep our landing page relevant, develop our business, and refine our marketing strategy. For analytical cookies, your explicit consent is obtained where necessary.

Finally, we process Identity, Contact, Usage, Technical, and Marketing and Communications data to comply with our regulatory obligations as an FCA-regulated firm. This is necessary to meet legal requirements, such as anti-money laundering, consumer protection, and data security regulations, and is also part of our legitimate interests to ensure ongoing compliance with FCA rules and maintain our authorisation.

5. Disclosures of Your Personal Data

We may share your personal data with the parties set out below for the purposes stated above:

  • Internal Third Parties: Other companies within the Thomas Brannigan group acting as joint controllers or processors who provide IT and system administration services and undertake reporting.
  • External Third Parties:
    • Service Providers: Acting as processors who provide IT and system administration services, including GoHighLevel (for form data collection and CRM), Microsoft Clarity (for website analytics and session recording), and Google Analytics (for website analytics).
    • Professional Advisers: Acting as processors or joint controllers including lawyers, bankers, auditors, and insurers who provide consultancy, banking, legal, insurance, and accounting services.
    • Regulators and other authorities: The Financial Conduct Authority (FCA), Information Commissioner's Office (ICO), and other relevant authorities based in the United Kingdom who require reporting of processing activities in certain circumstances.
    • Marketing and Advertising Partners: Including Facebook (Meta Pixel) for advertising and retargeting purposes, subject to your consent.
    • Third parties to whom we may choose to sell, transfer, or merge parts of our business or our assets. Alternatively, we may seek to acquire other businesses or merge with them. If a change happens to our business, then the new owners may use your personal data in the same way as set out in this privacy policy.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

6. International Transfers

Some of our external third parties may be based outside the United Kingdom, so their processing of your personal data will involve a transfer of data outside the UK.

Whenever we transfer your personal data out of the UK, we ensure a similar degree of protection is afforded to it by ensuring at least one of the following safeguards is implemented:

  • We will only transfer your personal data to countries that have been deemed to provide an adequate level of protection for personal data by the UK government.
  • Where we use certain service providers, we may use specific contracts approved by the UK government which give personal data the same protection it has in the UK.
  • Where service providers are based in the US, we may transfer data to them if they are part of the EU-US Data Privacy Framework (which the UK government recognises for transfers).

7. Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors, and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

8. Data Retention

We will only retain your personal data for as long as reasonably necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, regulatory, tax, accounting, or reporting requirements. We may retain your personal data for a longer period in the event of a complaint or if we reasonably believe there is a prospect of litigation in respect to our relationship with you.

To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal, regulatory, tax, accounting, or other requirements.

As an FCA-regulated firm, we adhere to specific record-keeping requirements, which may necessitate longer retention periods for certain types of data.

9. Your Legal Rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data. These include the right to:

  • Request access to your personal data (commonly known as a "data subject access request"). This enables you to receive a copy of the personal data we hold about you and to check that we are lawfully processing it.
  • Request correction of the personal data that we hold about you. This enables you to have any incomplete or inaccurate data we hold about you corrected, though we may need to verify the accuracy of the new data you provide to us.
  • Request erasure of your personal data. This enables you to ask us to delete or remove personal data where there is no good reason for us to continue to process it. You also have the right to ask us to delete or remove your personal data where you have successfully exercised your right to object to processing (see below), where we may have processed your information unlawfully, or where we are required to erase your personal data to comply with local law. Note, however, that we may not always be able to comply with your request of erasure for specific legal reasons which will be notified to you, if applicable, at the time of your request.
  • Object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this ground as you feel it impacts on your fundamental rights and freedoms. You also have the right to object where we are processing your personal data for direct marketing purposes. In some cases, we may demonstrate that we have compelling legitimate grounds to process your information which override your rights and freedoms.
  • Request restriction of processing of your personal data. This enables you to ask us to suspend the processing of your personal data in the following scenarios:
    • If you want us to establish the data's accuracy.
    • Where our use of the data is unlawful but you do not want us to erase it.
    • Where you need us to hold the data even if we no longer require it as you need it to establish, exercise or defend legal claims.
    • You have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it.
  • Request the transfer of your personal data to you or to a third party. We will provide to you, or a third party you have chosen, your personal data in a structured, commonly used, machine-readable format. Note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you.
  • Withdraw consent at any time where we are relying on consent to process your personal data. However, this will not affect the lawfulness of any processing carried out before you withdraw your consent. If you withdraw your consent, we may not be able to provide certain products or services to you. We will advise you if this is the case at the time you withdraw your consent.

If you wish to exercise any of the rights set out above, please contact us at info@hanson-ifa.co.uk.

No Fee Usually Required:You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive, or excessive. Alternatively, we could refuse to comply with your request in these circumstances.

What We May Need From You:We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.

Time Limit to Respond:We try to respond to all legitimate requests within one month. Occasionally it could take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.

10. How to Complain

We are committed to resolving any complaints about our collection or use of your personal data. If you wish to register a complaint, please write to info@hanson-ifa.co.uk or telephone 0151 708 7616.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request.

If you are unsatisfied with our response to your complaint, you have the right to make a complaint at any time to the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues (www.ico.org.uk).

Furthermore, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS) at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

11. Third-Party Links

This landing page may include links to third-party websites, plug-ins, and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our landing page, we encourage you to read the privacy policy of every website you visit.

12. Cookies and Tracking Technologies

Our landing page uses cookies and similar tracking technologies (including Microsoft Clarity, Google Analytics, and Facebook Meta Pixel) to distinguish you from other users of our landing page. This helps us to provide you with a good experience when you browse our landing page and also allows us to improve our site.

What are Cookies?A cookie is a small file of letters and numbers that we store on your browser or the hard drive of your computer if you agree. Cookies contain information that is transferred to your computer's hard drive.

How We Use Cookies and Tracking Technologies:

  • Strictly Necessary Cookies: These are cookies that are required for the operation of our landing page (e.g., to enable the GoHighLevel form to function). They do not collect personal data for marketing or analytics.
  • Analytical/Performance Cookies (Google Analytics, Microsoft Clarity): These allow us to recognise and count the number of visitors and to see how visitors move around our landing page when they are using it. This helps us to improve the way our landing page works, for example, by ensuring that users are finding what they are looking for easily.
    • Google Analytics: Collects anonymous information about your interactions, such as pages visited, time spent on pages, and traffic source. This data helps us understand user behaviour and improve our site's effectiveness. Google's privacy policy can be found here: https://policies.google.com/privacy.
    • Microsoft Clarity: This tool captures how you use and interact with our website through behavioural metrics, heatmaps, and session replay to improve our services. Website usage data is captured using first and third-party cookies and other tracking technologies. For more information about how Microsoft collects and uses your data, visit the Microsoft Privacy Statement: https://privacy.microsoft.com/en-gb/privacystatement. We use Clarity with features like IP anonymisation and data masking to minimise the collection of personally identifiable information.
  • Targeting/Marketing Cookies (Facebook Meta Pixel): These cookies record your visit to our landing page, the pages you have visited, and the links you have followed. We will use this information to make our landing page and the advertising displayed on it more relevant to your interests. We may also share this information with third parties for this purpose.
    • Facebook Meta Pixel: Allows us to measure the effectiveness of our advertising by understanding the actions people take on our landing page. It helps us to deliver more relevant advertising to you on Facebook and other Meta platforms. Meta's Data Policy can be found here: https://www.facebook.com/policy.php.

Your Consent:We use a Cookie Consent Management Platform (CMP) to obtain your explicit consent for the use of non-essential cookies (Analytical/Performance and Targeting/Marketing Cookies). You will be presented with a clear choice to accept or decline these cookies when you first visit our landing page. You can change your cookie preferences at any time through our CMP, usually accessible via a link in the footer of our landing page.

Disabling Cookies:You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of this landing page may become inaccessible or not function properly.

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