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 and lead generation services to financial advisers and related firms.


Company Number: 16254311
Registered Office: 6 Sapling Close, South Molton, Devon, EX36 4FW

2. What Information We Collect

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


  • Contact Information: Name, email address, phone number, business name.
     
  • Professional Details: Job title, firm information, FCA reference number (if applicable).
     
  • Lead Information: For lead generation clients, details submitted by prospective clients (e.g., name, email, interest in advice).
     
  • 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 paraplanning or lead generation services
     
  • Communicate updates, offers, and important information
     
  • Maintain legal, regulatory, and contractual compliance
     
  • Improve website performance and user experience
     

We do not share your personal information with third parties unless required to by law or with your explicit consent (e.g. referring you to a trusted financial adviser).

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. Sharing Your Information

We may share your data with:


  • Professional partners (e.g., trusted paraplanners, vetted financial advisers)
     
  • IT providers, analytics platforms, and service hosts (e.g., Google, Stripe, Calendly)
     
  • Regulatory authorities, if required by law
     

All partners and providers are contractually required to protect your information.

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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