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Culverhouse & Co (the ‘Data Controller’) is the trading name of Culverhouse & Co Ltd and Culverhouse Financial Planning Ltd. This privacy notice explains how we use any personal information we collect about you. 

This document relates specifically to our website and your interactions with it.  Please note that we also have a Client Privacy Policy which you can view here.

Use of personal information

We will comply with GDPR data protection law. This says that the personal information we hold about you must be:

  • Used lawfully, fairly and in a transparent way.

  • Collected only for valid purposes that we have clearly explained to you and not used in any way that is incompatible with those purposes.

  • Relevant to the purposes we have told you about and limited only to those purposes.

  • Accurate and kept up to date.

  • Kept only as long as necessary for the purposes we have told you about.

  • Kept securely.

What information do we hold about you?

We collect personal contact information (such as, but not limited to, name, address, telephone number, date of birth and email address, career history plus any information you provide about your enquiry and financial situation) when you:

  • Fill out one of our enquiry forms.

  • Book a meeting/conversation with us.

  • Subscribe to our email newsletter.
    Provide us with your marketing preferences.

  • Send us your CV in response to a job advertisement.

We may also collect information when you voluntarily complete client surveys or provide feedback to us. 

When you browse our website, we collect statistical information about your browsing.  This may include, but is not limited to, traffic data, location data, weblogs and other communication data and the resources that you access (see ‘IP addresses, cookies and web beacons’ section for further information).

Our website is hosted on the platform.  Your data may be stored through’s data storage, databases and the general applications. They store your data on secure servers behind a firewall. 

Why do we need to collect and use your personal data?

The primary legal basis that we intend to use for processing of your data is to answer your enquiry or book a meeting with you if you have specifically requested this.

Also, if you consent, we will use your data to make suggestions and recommendations to you about other goods and services that may interest you.

If you apply for one of the job opportunities advertised, we need to collect your personal data to assess your suitability for the position applied for and so we can contact you.

See ‘IP addresses, cookies and web beacons’ section for further information about how we use your website browsing information.


How will we use the information about you?

The information you provide will allow us to:

  • Answer your enquiry.

  • Make suggestions and recommendations to you about other goods and services that may interest you, if you have consented to this.  You may opt out of receiving this information at a later date.  Contact us at or write to us at: Culverhouse & Co, 7 High Street, Farnborough Village, Kent BR6 7BQ.

  • Create anonymised reports about web browsing habits.

  • Contact you about your job application. Your contact details and any details you provide in a CV or application form will be treated as confidential and we will not pass them on to anyone else or approach referees without your prior consent.

  • Communicate with you via the webchat functionality on our website.  You will appear as an anonymous user unless you have provided us with your details via an enquiry form (in this case these details will be visible to us).

  • See 'IP addresses, cookies and web beacons’ section for further information about how we use your website browsing information.

How will we use your information for marketing purposes?

If you agree, we may contact you about products or services that we think may be of interest to you.

If you agree, we’ll share your personal information between our companies (Culverhouse & Co Ltd and Culverhouse Financial Planning Ltd) so that they may offer you their products and services. 

We won’t share your information for marketing purposes with companies outside of our own. 

In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance or legal services as well as product and platform providers, where applicable.

Where third parties are involved in processing your data we will ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they’ll only act in accordance with our written instructions. 

Where it’s necessary for your personal data to be forwarded to a third party we’ll use appropriate security measures to protect your personal data in transit. In addition, to comply with the EU’s General Data Protection Regulation we will encrypt any personal identifiable data we send to you or to third parties and will provide means for you to send any personal identifiable data to us using electronic secure messaging.

To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes. 

IP addresses, cookies and web beacons

We use cookies to track visitor use of the website and to compile statistical reports on website activity.  For further information visit 

You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However in a few cases some of our website features may not function as a result.

Our website is built on the platform.   Whilst you are viewing our website we may collect information about your computer.  This includes, where available, your IP address, operating system and browser type.  

This is statistical data about our users’ browsing actions and patterns, and does not identify any individual.

Culverhouse & Co, via, uses IP addresses, cookies and web beacons to:

  • Provide a good website experience for visitors and customers, to improve the structure and content of our website and for system administration.

  • Monitor and analyse the performance, operation and effectiveness of our website and the platform.

  • Ensure the platform is secure and safe to use. 

  • To report aggregate information to our advertisers and members.

For these reasons we reserve the right to use cookies as an anonymous method of recording your usage of our site and would ask that if you do not wish to have cookies recorded on your machine, you amend the settings on your browser to prevent them from being created. The "Help" section in your browser should provide you with the necessary information to adjust your settings and control the creation and storage of cookies on your hard drive.  You can also consult

Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you log on to our site.

A cookie is a text-only string of information that a website transfers to the cookie file of the browser on your computer's hard disk so that the website can remember who you are.

A cookie will typically contain the name of the domain from which the cookie has come, the "lifetime" of the cookie, and a value, usually a randomly generated unique number.

Two types of cookies are used by us on our site:

  • Session (Transient) cookies: these cookies are erased when you close your browser, and do not collect information from your computer. They typically store information in the form of a session identification that does not personally identify the user; and

  • Persistent (Permanent/Stored) cookies: these cookies are stored on your hard drive until they expire (i.e based on a set expiration date) or until you delete them. These cookies are used to collect identifying information about the user, such as Web surfing behaviour or user preferences for a specific site. 

You can find out more about the cookies that are used on our website here:

Please note that our advertisers and our members may also use cookies, over which we have no control.

Our website may contain electronic images known as web beacons which allows us to count users who have visited those pages and deliver co-branded services. Web beacons are not used to access your personally identifiable information on our site. They are a technique to compile aggregated statistics about our website’s usage. Web beacons collect only a limited set of information including a cookie number, time and date of a page view and a description of the page on which the web beacon resides.

To opt out of being tracked by Google Analytics across all websites visit

Note that we are able to identify ‘registered members’ when they interact with the website (‘registered members’ are users who have registered to our site or have provided us with their contact details because they have filled out an enquiry form).  This means we can see when they are on the site, which content they are viewing and interact with them via our ‘chat’ function.  

How long do we keep hold of your information?

In principle, if you have provided us with your personal data because you have made an enquiry about our company or the services it provides, your personal data shouldn’t be held for longer than is required to service your enquiry.  Usually, this period is no longer than 1 year from the point of initial enquiry.

If you have provided us with permission to use your data for marketing purposes, we usually hold this data for 2 years from the point of submission.  At this point we will ask you to update your marketing preferences. You may request that we delete your details prior to the end of this 2 year time period.  Please contact us at or write to us at: Culverhouse & Co, 7 High Street, Farnborough Village, Kent BR6 7BQ.

If you become a client, you will be asked for your communications preferences at this point.  Your data will then be subject to our Client Privacy Policy

How can I access the information you hold about me?

You have the right to request a copy of the information that we hold about you. If you’d like a copy of some or all of your personal information please email or write to us using the contact details noted below.

When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use. 

We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect. 

If you don’t want us to hold and process your data anymore
Please contact us at or write to us at: Culverhouse & Co, 7 High Street, Farnborough Village, Kent BR6 7BQ.

Other websites

Our website contains links to and from the websites of our members, advertisers, partners and affiliates.  This privacy policy only applies to Culverhouse & Co so when you link to other websites you should check their own privacy policies before you submit any personal data to these websites.

What can you do if you are unhappy with how your personal data is processed?

You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:
Information Commissioner’s Office
Wycliffe House
Water Lane

0303 123 1113 (local rate).

Changes to our privacy policy

We keep our privacy policy under regular review and we’ll place any updates on our website 

How to contact us

Please contact us, Culverhouse & Co (the ‘Data Processor’) if you have any questions about our privacy policy or information we hold about you: by email at  

Call us on 01689 862211 or write to us at: 7 High Street, Farnborough Village, Kent, BR6 7BQ.

This notice was last reviewed on 26th November 2021

IP Addresses Cookie and Web Beacons
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