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Legal

Your information and what we do with it.

How we collect, use and protect your personal data and the rights you have over it.

Fernleigh Wearden & Company Ltd is committed to protecting your personal information and being clear about what we do with it.

Who we are and how to reach us

Fernleigh Wearden & Company Ltd, Highfield, Langley Lane, Goosnargh, Preston, Lancashire, PR3 2JP. We are authorised and regulated by the Financial Conduct Authority, firm reference number 929372 and registered in England & Wales, company number 12571988. We are the data controller for the personal information described here.

Data protection

The information you provide is subject to the UK General Data Protection Regulation and the Data Protection Act 2018. By signing our client agreement you consent to us, or any company associated with us such as product or platform providers, processing your personal data both manually and by electronic means for the purposes of providing advice, administration and management.

“Processing” includes obtaining, recording or holding information or data, transferring it to other companies associated with us, product providers, the FCA or any other statutory, governmental or regulatory body for legitimate purposes and carrying out operations on that information or data.

In order to provide services to you we may be required to pass your personal information to parties located outside of the United Kingdom, in countries that do not have data protection laws equivalent to those here. Where that is the case we take reasonable steps to ensure the privacy of your information.

Withdrawing your consent

If at any time you wish to withdraw consent for us, or any company associated with us, to process your personal data or sensitive personal data, please contact the Data Protection Officer on 01772 864314 or write to us at Fernleigh Wearden & Company Ltd, Highfield, Langley Lane, Goosnargh, Preston, PR3 2JP.

You may also alter your marketing preferences through your own personal client site. Login details are provided when your account is set up.

How long we keep your data

If we provide you with financial advice, your data will be kept in accordance with FCA regulatory expectations, which in some cases mean the duration could be indefinite.

How your data is processed

We will ensure that we are accountable and able to demonstrate that data processing occurs only within the following principles:

  • Your data will be lawfully and fairly processed in a transparent manner.
  • Your data is collected on the grounds of explicit and legitimate purposes only.
  • We will only ask for your data when necessary, explain if data will be shared and how long it will be kept.
  • Your data will be accurate, kept up to date and erased without delay should it no longer be required for the purposes to be processed.
  • Your data will only be retained for as long as is necessary.
  • Your data will be secure.

Your rights

The points below set out the rights each client is entitled to. Please ask us for an explanation of any of them should you wish to know more.

  • The right to be informed.
  • The right of access.
  • The right to rectification.
  • The right to erasure.
  • The right to restrict processing.
  • The right to data portability.
  • The right to object.
  • Rights relating to automated decision making and profiling.
  • The right to complain.

Your right to complain

In the rare event that you believe your data has been wrongfully processed, stored or handled, you have the right to raise a concern with the Information Commissioner’s Office at ico.org.uk or on 0303 123 1113. If your concern is about our service more broadly, please see our complaints procedure.

Communication and marketing preferences

Occasionally we may send you marketing or promotional communications by email, telephone, SMS or post. Recipients are carefully selected and you can tell us at any time how you would prefer to be contacted, or ask us to stop.

You can set your preferences when you become a client, update them through your personal client site, or simply ring the office on 01772 864314.

Cookies

This website uses two kinds of cookie.

Essential cookies are needed for the site to work. They do not identify you and cannot be switched off.

Analytics cookies are set by Google Analytics. They tell us how many people visit, which pages they read and roughly where in the country they are, so we can see what is useful and what is not. We do not use this information to identify individuals and we do not use advertising cookies or sell any data to anybody.

You can block or delete cookies through your browser settings at any time. The site will still work normally without them.

Google Analytics is provided by Google, which processes this data on our behalf. More detail is available in Google’s privacy policy.

Changes to this notice

We review this notice regularly. This version was published in August 2026.

Any questions about your data?

Ring us on 01772 864314 or ask for a call back and we’ll talk it through.

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