Privacy Policy and Information Notice
Privacy Policy and Cookie Policy
Themis Wealth Management is a trading style of Gannon Wealth Management Ltd.
Gannon Wealth Management Ltd is ICO Registered as a Data Processor and the nature of our work is listed as a Financial Intermediation, Life Insurance, Pension Funding and other activities auxiliary to insurance and pension funding.
This privacy policy sets out how Gannon Wealth Management Ltd uses and protects any information that you give Gannon Wealth Management Ltd, through using our website or otherwise communicating with us.
Gannon Wealth Management Ltd is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.
Gannon Wealth Management Ltd may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from 1st March 2020 and was last updated on 18th May 2020.
What type of data do we collect and process?
The information we collect and process relates to the purposes listed below and may include:
- personal details e.g. name and job title
- contact information including email addresses and phone numbers
- demographic information such as postcode, preferences and interests
- other information relevant to customer surveys or enquiries
- membership details
- financial details
- education and employment details
- information about how you use our website via Cookies.
We also sometimes process sensitive classes of information that may include:
- physical or mental health details
- racial or ethnic origin
- religious or other beliefs of a similar nature
- offences and alleged offences
- trade union membership
Who the information is processed about
We process personal information about our:
- customers and clients
- employees
- suppliers
- enquirers and complainants
- survey respondents
- professional partners, advisers and consultants
- our clients’connections (with their approval and on their behalf)
How and Why We Process Data:
The following is a broad description of the way this organisation/data controller processes personal information. To understand how your own personal information is processed you may need to refer to any personal communications you have received, check any privacy notices the organisation has provided or contact the organisation to ask about your personal circumstances.
We process personal information to enable us to:
- to provide wealth management services to our clients
- to maintain our accounts and records
- to enhance, modify, personalise or otherwise improve our services and communications for the benefit of our clients
- promote our services through communications that we think will be of interest to you
- to undertake research
- to support and manage our employees
- to identify and prevent fraud
- to enhance the security of our network and information systems
- to understand how people interact with our websites
- to occasionally contact you for market research purposes
- to customise our website according to your interests
- to determine the effectiveness of promotional campaigns and advertising
Cookie Policy
A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or records when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.
We use traffic log cookies to identify which pages are being used. This helps us analyse data about web page traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.
Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.
You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.
Cookies on Our Site Include:
Necessary Cookies – Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Analytics Cookies – These cookies help us understand how people are arriving at our website, which pages they are visiting and how they travel through the site. They help us make the site better for our visitors.
Advertising and Social Media Cookies – Advertising Cookies enable advertisers to see you have visited this site and enables functionality on the site to work alongside your Social Media accounts, e.g. to share a blog post on this site on one of your Social Channels without separate sign in.
When you first visit the site, you can choose to reject or accept all but the Necessary Cookies.
How can you manage your cookies?
Browser settings: Most browsers can be altered to prevent your computer from accepting cookies, although this may mean that some of the features of this site (and other sites) will not work properly and may restrict your user experience.
These settings will typically be found in the ‘options’ or ‘preferences’ menu of your browser. In order to understand these settings, the following links may be helpful, otherwise you should use the ‘Help’ option in your browser for more details.
Turn off anonymous Google Analytics cookies: You can install a Google Analytics browser “plug in” to prevent the website sending information about your visit to Google Analytics. More information about this can be found below.
Other useful links
If you would like to find out more about cookies and their wider use, you may find the following links of interest:
The IAB has provided the following website to give information specifically about privacy issues around Internet advertising:
For further legal information about privacy issues, you may find these links useful:
Who the information may be shared with
We sometimes need to share the personal information we process with the individuals themselves and also with other organisations. Where this is necessary, we are required to comply with all aspects of the Data Protection Act (DPA). What follows is a description of the types of organisations we may need to share some of the personal information we process with for one or more reasons. Where necessary or required we share information with:
- current, past or prospective employers
- suppliers and service providers
- financial organisations
- family, associates and representatives of the person whose personal data we are processing
- trade associations and bodies
- professional advisers and consultants
- central government
- employment and recruitment agencies
- business associates
- survey and research organisations
- credit reference agencies
- debt collection agencies
- our clients (if you are their customer)
Our Legitimate Interests and the Impact on Processing Your Data
When we process your personal information for our legitimate interests, we make sure to consider and balance any potential impact on you (both positive and negative) and your rights under data protection laws.
“Legitimate Interests” means the interests of our company in conducting and managing our business to enable us to give you the best services and the best and most secure experience. For example, we have an interest in making sure our marketing is relevant to you, so we may process your information to send you marketing that is tailored to your interests.
This can also apply to processing that is in your interests as well. For example, we may process your information to protect you against fraud when transacting on our website, and to ensure our websites and systems are secure.
Our legitimate business interests do not automatically override your interests – we will not use your personal data for activities where our interests are overridden by the impact on you (unless we have your consent or are otherwise required or permitted to by law).
Responsibilities and Security
The person responsible for making sure we comply with the Data Protection Act is Kathryn Gannon who has been trained in how to handle personal information.
We are committed to ensuring your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.
When collecting personal information, we tell people how we will use it.
We keep records of people’s personal information up to date and don’t keep it longer than necessary.
We hold all personal data safe and secure, password protected at all times and only shared with the minimum amount of people working for the organisation who need to see it, for the duration they need to have access.
Controlling your personal information
We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.
If you have previously agreed to us using your personal information for direct marketing purposes, you may change your mind at any time by writing to us or emailing us
You may request details of personal information which we hold about you at any time. If you would like a copy of the information held on you please write to
Themis Wealth Management
5 Stret Constantine
Tregunnel Hill
Newquay
TR7 1GH
Email info@themiswealthmanagement.com or call us on tel:01637 852540
If you believe that any information that we are holding on you is incorrect or incomplete, please write to or email us as soon as possible, at the above address. We will promptly correct any information found to be incorrect.
Kathryn Gannon
18 April 2020
V2 18052020
Links to other Websites and Services
Our website may contain links to other websites, which are not under our control. The links to other sites are for your convenience and we do not accept any responsibility or liability for enabling you to link to any other website, for the contents of any other website, for the security of any other website, or for any consequence of your acting upon the contents of such website. No endorsement or approval of any third parties or their advice, opinions, information, products or services is expressed or implied by any information on our website.
