Privacy Policy

FINANCIAL DATA MANAGEMENT LIMITED is a company registered in England and Wales under company number 02827644. Our registered office is 7 Segro Business Park, 160 Bidder St North, London, E16 4ES, United Kingdom. We trade from Tallis House, 2 Tallis Street, Blackfriars, London, EC4Y 0AB, United Kingdom. For any privacy question, contact us at Info@fdmuk.com or 0207 206 2736.

We are the data controller for personal data collected through this website. Where we process financial records on behalf of a client, we normally act as a data processor under the terms of our engagement with that client.

• Contact details you provide — name, company, email address and telephone number.
• The content of enquiries and correspondence you send to us.
• Basic technical information generated when you visit the site, such as your browser type and pages viewed.

This website does not require an account and does not ask for financial or payment details.

• To respond to your enquiry and provide the information you have asked for.
• To provide and administer services under a contract with you or your organisation.
• To meet legal, accounting and record-keeping obligations.

Our lawful bases are our legitimate interest in responding to business enquiries, performance of a contract, and compliance with legal obligations.

We do not sell personal data. We share it only with service providers who help us operate our business — for example hosting and email providers — and with professional advisers or regulators where we are legally required to do so. Any provider acting on our behalf is bound to process data only on our instructions.

Enquiry correspondence is kept for as long as needed to deal with the enquiry and any resulting relationship. Records connected to an engagement are retained for the period required by law and applicable professional standards, after which they are securely deleted or destroyed.

Access to personal and financial data is restricted to staff who need it for their work. We apply access controls, keep systems up to date and log changes to client records. No transmission over the internet can be guaranteed to be completely secure, so please do not send highly sensitive information by unencrypted email.

Under UK data protection law you may request access to your personal data, ask for inaccurate data to be corrected, request erasure or restriction in certain circumstances, object to processing based on legitimate interests, and request portability. To make a request, email Info@fdmuk.com.

You also have the right to complain to the Information Commissioner's Office at ico.org.uk. We would ask that you raise your concern with us first.

This website uses only the cookies strictly necessary for the site to function. We do not use advertising cookies. If we introduce analytics in future, this policy will be updated and consent obtained where required.

We may update this policy from time to time. The version published on this page is the current one, and material changes will be reflected here.