Barker Paraplanning
Barker Paraplanning
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Privacy Policy

1. Who we are

Barker Paraplanning Ltd is a UK-based company providing outsourced paraplanning services to financial advisers and related firms.


Company Number: 16254311
Registered Office: 85 Great Portland Street, First Floor, London, England, W1W 7LT 

2. What Information We Collect

 We may collect and process the following types of personal data:


  • Contact Information: Name, email address, phone number, and business name of our direct clients (the financial advice firm).


  • Professional Details: Job title, firm information, and FCA reference number of our direct clients.


  • End-Client Data: To perform our paraplanning services, we will process personal and financial data related to your clients, which you provide to us. This may include, but is not limited to, names, addresses, dates of birth, financial details, investment information, and other sensitive data necessary for creating suitability reports and financial plans.


  • Technical Data: IP address, browser type, referring URLs, time zone settings, and site interaction data (via cookies or analytics).

3. How We Use Your Information

We use the information we collect to:


  • Respond to your enquiries or service requests.


  • Provide our core paraplanning services. This includes using End-Client Data to conduct research, perform analysis, and generate suitability reports and other financial planning documents.


  • Utilise our proprietary FinAlchemy platform and other secure AI tools to augment our analysis and improve the efficiency and accuracy of our service delivery.


  • Communicate updates, offers, and important information related to our services.


  • Maintain legal, regulatory, and contractual compliance.


  • Improve our website performance and user experience.

4. Legal Bases for Processing

 We process your personal data under the following legal bases:


  • Contract – to fulfil our obligations as part of providing services to you.
     
  • Consent – where you have explicitly opted in (e.g., newsletter or contact form).
     
  • Legitimate Interests – to operate our business and improve client experiences.
     
  • Legal Obligations – to comply with regulatory or legal requirements.

5. Use of Technology and Data Subprocessing

To deliver our services effectively, we utilise secure, vetted third-party platforms and advanced artificial intelligence (AI) tools for data processing, analysis, and document creation. Our proprietary FinAlchemy platform is central to this process.


By entering into a service agreement with us, you acknowledge and consent to End-Client Data being securely processed by these essential third-party services (our "subprocessors") for the sole purpose of delivering the paraplanning services outlined in our agreement.


We confirm that:


  • All subprocessors are vetted for their security and data protection standards.


  • We hold appropriate Data Processing Agreements (DPAs) with them as required by UK GDPR.


  • Data is not used by these subprocessors for any other purpose, such as training their public AI models.


  • We will not sell your data or your clients' data, nor will we disclose it to any third party for purposes other than the direct provision of our services, unless compelled by law.

6. Data Retention

 We retain your personal data only as long as necessary for the purposes outlined in this policy, or as required by law. You may request deletion at any time by contacting us. 

7. Your Rights

 Under UK GDPR, you have the right to:


  • Access the personal data we hold about you
     
  • Request correction or deletion
     
  • Object to or restrict processing
     
  • Withdraw consent at any time
     
  • Lodge a complaint with the ICO (Information Commissioner’s Office)
     

To exercise your rights, please email thomas@barkerparaplanning.co.uk.

8. Cookies & Analytics

 We may use cookies and similar technologies to:


  • Improve site functionality and performance
     
  • Understand user behavior through analytics (e.g., Google Analytics)
     
  • Personalize user experiences
     

You can manage cookie preferences via your browser settings.

9. Contact Us

If you have any questions about this Privacy Policy or how your data is handled, please contact:


Barker Paraplanning Ltd
Email: thomas@barkerparaplanning.co.uk

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Copyright © 2025 Barker Paraplanning Ltd - All Rights Reserved.

Company No. 16254311

Registered in England and Wales

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