Jones & Co
Privacy Policy.
1. Who We are
We are Jones & Co Independent Financial Advice (“we”, “us”, “our”).
We are authorised and regulated by the Financial Conduct Authority (FCA): FCA number 804499.
Our registered office is at:
Jones & Co Independent Financial Advice
Capital House
27 Glumangate
Chesterfield
S40 1TX
We are committed to protecting your personal information and respecting your privacy. This Privacy Policy explains how we collect, use, and protect your data – whether you contact us through our website, social media platforms (such as Facebook or LinkedIn), online assessments, or any of our advertisements.
2. Information we collect
We may collect and process the following personal information about you:
- Personal details – your name, phone number, email address, and postcode.
- Financial details – income, pensions, savings, or other financial information (where provided).
- Health or lifestyle information – where relevant for insurance or retirement planning.
- Technical data – IP address, browser type, device information, and how you use our website.
- Marketing and communications data – your preferences in receiving communications from us.
This includes information you provide when you:
- Complete a contact or booking form on our website.
- Submit your details through a Facebook or other social media advert.
- Complete a ScoreApp assessment, quiz, or download guide.
- Contact us by phone, email, or social media message.
3. How we use your information
We use your information to:
- Contact you following an enquiry, assessment, or advert submission.
- Provide information, quotations, or advice about our services.
- Arrange meetings or calls to discuss your financial planning needs.
- Manage and improve our services and website performance.
- Send relevant updates, insights, or marketing (only if you have consented).
We will never sell your personal data to any third party.
4. Legal basis and processing
We process your information under one or more of the following lawful bases:
- Consent – where you’ve opted in to receive updates or submitted an enquiry.
- Contractual necessity – where processing is required to provide you with our services.
- Legal obligation – to comply with FCA, HMRC, and anti-money laundering regulations.
- Legitimate interest – to respond to your enquiry and manage our business effectively.
5. How We Collect Data from forms like Facebook, Instagram, ScoreApp & Other Platforms
When you submit a form or enquiry through a Facebook advert, Instagram advert, Google ad, or ScoreApp assessment, your details are securely transferred to us through the relevant platform.
We only use this data to contact you about your enquiry or to provide information about our financial planning services.
We do not use this information for unrelated purposes or share it with third parties outside our authorised service providers. If you wish to withdraw your consent or have your data deleted, please contact us (see Section 10 below).
6. Sharing your information
We may share limited personal data with:
- Our internal staff and appointed representatives.
- Regulated financial institutions or providers (where advice is being implemented).
- Professional partners (compliance support, auditors, IT or marketing providers) who help us operate securely and efficiently.
- Regulators or legal authorities when required by law.
All third parties are required to respect your privacy and use your information only in line with data protection laws.
7. Marketing and Communication
If you have provided consent, we may contact you with updates, guides, or invitations relevant to your financial goals.
You can withdraw consent or change preferences at any time by emailing info@ifajonesandco.uk or clicking the “unsubscribe” link in any email.
8. Data Retention
We retain personal data only as long as necessary to fulfil the purpose it was collected for, or to comply with legal and regulatory requirements.
Typically, client data is kept for at least six years after our relationship ends, in line with FCA rules.
9. Cookies and Website Analytics
Our website uses cookies and similar technologies to:
- Improve your browsing experience
- Measure traffic and user engagement
- Customise content and advertising
You can manage or disable cookies through your browser settings. For more information, please see our Cookie Policy.
10. Your Rights
You have the right to:
- Access the personal data we hold about you
- Request correction or deletion of inaccurate data
- Withdraw consent for marketing at any time
- Object to or restrict certain processing activities
- Lodge a complaint with the Information Commissioner’s Office (ICO): www.ico.org.uk
To exercise any of these rights, please contact us:
Jones & Co Independent Financial Advice
Capital House
27 Glumangate
Chesterfield
S40 1TX
FCA Registration Number: 804499
10. Your Rights
You have the right to:
- Access the personal data we hold about you
- Request correction or deletion of inaccurate data
- Withdraw consent for marketing at any time
- Object to or restrict certain processing activities
- Lodge a complaint with the Information Commissioner’s Office (ICO): www.ico.org.uk
To exercise any of these rights, please contact us:
Jones & Co Independent Financial Advice
Capital House
27 Glumangate
Chesterfield
S40 1TX
FCA Registration Number: 804499
11. Security
We take your data security seriously. All information is stored securely using encrypted systems and restricted access.
Our staff receive regular data protection training and adhere to strict confidentiality obligations.
12. Updates to this policy
We may update this Privacy Policy periodically to reflect changes in regulation or business practice.
Any updates will be posted on this page with a revised “last updated” date.
10. Contact Us
If you have any questions about this Privacy Policy or how we handle your data, please contact:
Jones & Co Independent Financial Advice
Capital House
27 Glumangate
Chesterfield
S40 1TX
FCA Registration Number: 804499