TERMS & CONDITIONS

M&M Financial Management Limited – GDPR and Privacy 

This policy sets out how Laura Dearman as M&M Financial Management Limited uses and protects your data. M&M Financial Management Limited is committed to ensuring that your privacy is protected and so will only ever request data that is necessary to meet our legal obligations or to fulfil our contract to you. We are compliant with the requirements of GDPR and the Data Protection Act 2018. M&M Financial Management Limited reserves the right to change this policy at any time. You should check this page periodically to ensure that you are aware of and accepting of any incremental changes. 

This policy is effective from the 1st October 2024. 

Who are M&M Financial Management Limited 

Laura Dearman is the director of M&M Financial Management Limited is responsible as the Data Controller registered with the Information Commissioners Officer (ICO) and responsible for your personal data. Our address is 59a Ampthill Road, Maulden, Bedfordshire, MK45 2DH. Our email address is Mandmfinancialmanagement@outlook.com 

The Information We Gather 

We will gather any information which is required to enable us to provide you with the service you have requested. Below is a non-exhaustive list of information we may gather to meet these requirements: 

• Basic personal details, such as name, date of birth and address 

• Contact information, such as email address and phone number 

• Personal information relating to how you feel about and manage your own finances, including assets and liabilities and day to day spending (not accounts specifics) 

• Details on your marketing preferences 

• Information relevant to customer surveys and offers. 

What We Do With This Information 

We require this information to fulfil our contract to you. It allows us to provide you with our services, financial coaching, and the correct delivery of content on this website. 

If you have consented to email marketing communications: 

• To let you know about any new products, services, offers and other relevant updates 

• To contact you for market research purposes 

• To let you know about updates from our directors; new BLOGs, news and offers. 

We will never share information which is not necessary for the transaction of your contract, or to fulfil our legal obligations. We have legal contracts in place with any company we share data with, so we know exactly how they store and use this information. We will never sell your data. 

 

Security 

M&M Financial Management Limited is committed to ensuring that your data is secure. In order to ensure no unauthorised access or disclosure, we have implemented a range of physical, electronic and human measures to secure the information we gather. 

 

Removing your Data 

GDPR introduced the ‘right to erasure’ which means you are able to ask companies to delete your data. You can remove your data, if you no longer want to be a M&M Financial Management Limited customer. Should you want us to remove your data please email Mandmfinancialmanagement@outlook.com 

 

Your Personal Information 

Your personal information belongs to you, and you can opt to restrict its collection or use. If you are filling in forms on the website, you have to give your explicit consent for us to send you direct marketing. If at any point you wish to change your preference for whether or not your information can be used for direct marketing, please contact us via email at themoneyfriends@outlook.com 

Should you believe any of the information we hold about you to be incorrect, please contact us via email mandmfinancialmanagement@outlook.com 

Unless we either have your express permission, or are required by law to do so, M&M Financial Management Limited will not sell, distribute or lease your personal information to third parties. 

Under the terms of the GDPR, you can request details of your personal information as held by us. To make such a request, please send an email to mandmfinancialmanagement@outlook.com 

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