Privacy Policy

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Stephen Dunn Financial Services Ltd

Last updated: [05.02.26]

Stephen Dunn Financial Services Ltd (“we”, “us”, “our”) is committed to protecting your personal data and respecting your privacy.

Who We Are

We are the data controller responsible for your personal information.

Contact details: Stephen Dunn Financial Services Ltd steve@sdfinancialservices.co.uk | 07887 363672

What Information We Collect

We collect personal information you provide to us, such as your name, contact details, and information needed to provide financial advice or respond to enquiries. Our website may also collect basic usage information.

How We Use Your Information

We use your information to:

• Provide financial advice and services
• Respond to enquiries
• Meet  legal and regulatory requirements 

Sharing Your Information

We do not sell your data. We may share information with regulators, professional advisers, and service providers where required or necessary to provide our services.

Data Security and Retention

We take appropriate steps to keep your information secure and only keep it for as long as necessary to meet legal and regulatory obligations.

Your Rights

You have the right to access, correct, delete, or restrict the use of your personal data, and to withdraw consent at any time. To exercise your rights, please contact us.

Cookies

Our website may use cookies to help it function properly. You can manage cookies through your browser settings.

Complaints

If you have concerns about how we use your data, please contact us. You may also complain to the Information Commissioner’s Office (ICO) at www.ico.org.uk or on 0303 123 1113.

Changes to This Policy

We may update this policy from time to time. The latest version will always be available on our website.