Hodge Bakshi Wealth (our Firm), is a Company Registered in England and Wales whose Company Registration Number is 04233677
As a valued customer, we would like to provide you with reassurance that we take your right to privacy in an electronic context seriously.
During the course of providing you with our service, this Firm may be in contact with you through a variety of electronic means, including potentially by telephone, email, SMS and instant messaging services (such as WhatsApp). These means are referred to in this document as E-Marketing.
We would like to take particular care to ensure that any marketing or promotional information that we may send to you, is done so with your prior, express permission. We would like to keep you informed about products or services that we, or selected third parties, may have access to that may be of interest to you.
During the course of dealing with us we will ask you to provide us with detailed personal information relating to your existing circumstances, your financial situation and, in some cases, your health and family health history (Your Personal Data).
During the course of our initial discussions with you, you will have been provided with a copy of, or been provided with access to, our Customer Privacy Notice. We encourage you to read this document, as it sets out in detail the basis upon which this Firm will process and share Your Personal Data.
Our Customer Privacy Notice does not extend to explaining how we would like to use Your Personal Data for marketing purposes, including to E-Market to you. We are of the view that this is better set out separately, to enable you to be clear and make informed decisions in relation to your right to privacy.
There are a range of reasons why we need to retain Your Personal Data and, when necessary, use it to make contact with you. These include:
Specifically, we would also like to make you aware of products or services that are made available to our firm from time to time that we think may be of interest to you in the future. We propose to do this by any of the E-Marketing means, using contact information you have provided to us.
You have the right to ask us not to contact you for marketing purposes at any time – to Opt Out – we have included details of how to Opt Out at the end of this document so that you know what to do.
Opting Out means that we will either remove Your Personal Data from our marketing database or limit our contact with you to the means you specify (for example, by email only), but we reserve the right to retain it for any other purpose explained in this document or as set out separately in our Customer Privacy Notice.
If you have any questions or comments about this document, or wish to make contact in order to Opt Out please contact:
If you have any concerns or complaints as to how we have handled Your Personal Data or you may lodge a complaint with the UK’s data protection regulator, the ICO, who can be contacted through their website at https://ico.org.uk/global/contact-us/ or by writing to Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.