"Looking after you, and the generations to follow"

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Email:  help@sallyherdman.com

Telephone or WhatsApp:

UK  07831 379562 or Spain  622 374 738

Contact me for an informal, no obligation conversation to find out more and how I can help you with your inheritance needs.

Privacy Policy

INTRODUCTION:

I’m updated my Privacy Policy to reflect changes I’ve made to strengthen your privacy rights. This is part of my ongoing commitment to be transparent about how I use your data and keep it safe. I have included changes to address the new standards introduced by the European Union (EU) data protection law known as the General Data Protection Regulation (GDPR).

Keeping your data safe and increasing transparency are important to me, and I’m committed to these changes. The new GDPR law went into effect on 25th May 2018 and many people around the world will benefit from the added privacy protections this law affords. 


PRIVACY POLICY:

GDPR Compliance | Sally Herdman

Go to their website www.eugdpr.org  to get the latest official EU GDPR information here in Europe. 

 

In this policy, I wanted to outline a few of the ways I am storing and using your information which includes:

  • Your name, postal address, telephone numbers and email address.

  • Financial records (both electronic and paper) – including;

    • Accounts

    • Balance sheets

    • HMRC, VAT and other tax information

    • Log-in details for any accounting software

  • Payroll and other HR data

  • National Insurance information

Your information will be stored: 

  • Either electronically or on paper.

  • All my electronic devices that may store your data are locked by password, fingerprint readers, retina scanners and/or ‘Face ID’.

  • The ‘cloud’ storage services I use are similarly protected with high level security to recognised international standards. 

  • Any paperwork (which is kept to a minimum) is stored in a locked metal filing cabinet in a secure building.

Your information will not be shared: 

  • There is no plan nor need to share your information. 

  • This will remain in perpetuity. 

  • The only person who can view your data is myself, and of course you if you request it – which you can do at any time. 

Please email me if you have any questions or concerns. Thank you.