Privacy Notice
How personal information is collected, used, protected and handled when clients contact or work with the firm.
Alexander House
Personal information and privacyThis notice explains how Alexander House Financial Planning Ltd collects and uses personal information when you use this website, send the contact form, message the firm on WhatsApp, email or call, or become a client.→
The contact form does not store your message on the website. It opens an email to the central inbox, ahfpcentral@alexanderhousefp.co.uk, containing the name, email address, phone number and message you typed. If you used “Message the adviser”, the adviser’s name is included so the central team can route the enquiry.
WhatsApp messages are sent to the firm’s business number, 07367 825765. They are received by the central team and then passed to the relevant adviser. Please do not send account numbers, passwords or full medical records by WhatsApp or through the form.
- Identity and contact details you choose to send
- The content of your enquiry and the adviser you asked to reach
- Technical data such as pages visited, where cookies are allowed
- Information needed later to give advice, complete checks and meet regulatory duties
Why we use it, and who sees itWe use enquiry details to reply, to arrange a conversation, and to take steps you have asked for before a contract. Once advice starts, information is also used to give that advice, to meet legal and regulatory duties, and to keep a proper record.→
Alexander House is an appointed representative of 2plan wealth management Ltd. Information can be shared with 2plan where network oversight, compliance or complaints handling requires it, and with product providers, platforms or lenders where you ask us to proceed with a recommendation. We do not sell personal information.
You can ask for a copy of your information, ask for a correction, or ask us to delete information where we are allowed to. You can also complain to the Information Commissioner’s Office at ico.org.uk. To exercise a privacy right, email the central team or write to the registered office.
Talk to the team
Speak to Alexander House about your next financial decision.
Email the team, or send a short note through the contact form. We will come back to you with a clear next step.