We pride ourselves on the way we do business and this extends to the way we maintain the information we hold about our Clients.

What information will Excel Financial Solutions collect about me on this website?

By completing the enquiry form on this website, you will be providing us with your name, email address and telephone number. If, after meeting us, you sign up to other services, we will give you a more detailed Privacy Notice which explains how we use your personal information.

Excel Financial Solutions also uses cookies (see Cookies Policy below for details) and collects IP addresses (an IP address is a number that can uniquely identify a specific computer or other network device on the internet) from visitors to the Excel Financial Solutions website.

How will Excel Financial Solutions use the information it collects about me?

Excel Financial Solutions will use your personal information for a number of purposes including the following:

to provide our services, activities or online content and to deal with your requests and enquiries;

for “service administration purposes”, which means that Excel Financial Solutions may contact you for reasons related to the service, activity or online content you have signed up for (e.g. to provide you with password reminders or to notify you regarding an order).

Excel Financial Solutions may also use and disclose information in aggregate (so that no individuals are identified) for marketing and strategic development purposes.

We will only use your personal information for the purpose for which it was obtained. You will also be given the opportunity to withhold or withdraw your consent for the use of your personal information for purposes other than those listed above.

When will Excel Financial Solutions contact me?

Excel Financial Solutions may contact you:

in relation to any service, activity or online content you have signed up for in order to ensure that Excel Financial Solutions can deliver the services to you;

in relation to any correspondence we receive from you or any comment or complaint you make about Excel Financial Solutions products or services;

in relation to any contribution you have submitted to Excel Financial Solutions.

to invite you to participate in surveys about Excel Financial Solutions services (participation is always voluntary); and for marketing purposes, where you have agreed to this.

Will I be contacted for marketing purposes?

Excel Financial Solutions will only use your information for marketing purposes, or to promote new services, activities or online content where you have agreed to this.

Will Excel Financial Solutions share my personal information with anyone else?

We will keep your information confidential except where disclosure is required or permitted by law (for example to government bodies and law enforcement agencies) or as described below. Generally, we will only use your information within Excel Financial Solutions. However, sometimes Excel Financial Solutions uses third parties to process your information on our behalf. Excel Financial Solutions requires these third parties to comply strictly with its instructions and Excel Financial Solutions requires that they do not use your personal information for their own business purposes, unless you have explicitly consented to the use of your personal information in this way.

Offensive or inappropriate content on Excel Financial Solutions websites;

If you post or send offensive, inappropriate or objectionable content anywhere on or to Excel Financial Solutions websites or otherwise engage in any disruptive behaviour on any Excel Financial Solutions service, Excel Financial Solutions may use your personal information to stop such behaviour.

Where Excel Financial Solutions reasonably believes that you are or may be in breach of any applicable laws (e.g. because content you have posted may be defamatory), Excel Financial Solutions may use your personal information to inform relevant third parties such as law enforcement agencies about the content and your behaviour.

How long will Excel Financial Solutions keep my personal information?

We will hold your personal information on our systems for as long as is necessary for the relevant activity.

Can I find out what personal information Excel Financial Solutions holds about me?

Under the Data Protection Act you have the right to request a copy of the personal information Excel Financial Solutions holds about you and to have any inaccuracies corrected, and to ask us to restrict processing of your personal data.(Requests for personal information are free, and we require you to prove your identity with two pieces of approved identification). We will use reasonable efforts to supply, correct or delete personal information about you on our files.

Please address requests and questions about this or any other question about this Privacy Policy in the first instance by using our website contact form.

Cookies Policy – Information Excel Financial Solutions collects from you

a. What is a cookie?

A cookie is a small amount of data, which often includes a unique identifier that is sent to your computer, tablet or mobile phone (referred to here as a “device”) browser from a website’s computer and is stored on your device’s hard drive. Each website can send its own cookie to your browser if your browser’s preferences allow it, but (to protect your privacy) your browser only permits a website to access the cookies it has already sent to you, not the cookies sent to you by other websites. Many websites do this whenever a user visits their website in order to track online traffic flows.

On the Excel Financial Solutions website, cookies may record information about your online preferences and allow us to tailor our websites to your interests.

During the course of any visit to the Excel Financial Solutions website, the pages you see, along with a cookie, are downloaded to your device. Many websites do this, because cookies enable website publishers to do useful things like find out whether the device (and probably its user) has visited the website before. This is done on a repeat visit by checking to see, and finding, the cookie left there on the last visit.

b. How does Excel Financial Solutions use cookies?

Information supplied by cookies can help us to analyse the profile of our visitors and help us to provide you with a better user experience.

Excel Financial Solutions uses cookies to track visitors (anonymously) to the website so that we can better understand how our website is being used.

c. Third Party Cookies in embedded content on Excel Financial Solutions pages

Please note that during your visits to the Excel Financial Solutions website you may notice some cookies that are not related to Excel Financial Solutions. When you visit a page with content embedded from, for example, YouTube or Facebook, you may be presented with cookies from these websites. Excel Financial Solutions does not control the dissemination of these cookies. You should check the third party websites for more information about these.

d. Excel Financial Solutions cookies and how to reject cookies?

If you wish to control what cookies are set on your device through the Excel Financial Solutions website then you can find out how to do this by checking the relevant Help section in your web browser.

However, it is important to note that if you change your settings and block certain cookies, certain features of the website may not function correctly.

By using the Excel Financial Solutions website, you are implicitly accepting our use of cookies.