Last updated: September 2026
Patterson-Mills Financial Planning Limited (“Patterson-Mills Financial Planning”, “Patterson-Mills”, “we”, “us” or “our”) takes the privacy and security of your personal information seriously.
This Privacy Policy explains how we collect, use, store and protect personal information when you visit our website, contact us or otherwise interact with Patterson-Mills Financial Planning.
For clients receiving financial planning or financial advice services from us, additional privacy information may be provided as part of our client documentation.
Patterson-Mills Financial Planning Limited is responsible for the personal information that it collects and processes and is the data controller for the purposes of applicable UK data protection legislation.
Our contact address is:
Patterson-Mills Financial Planning Limited
314 Midsummer Boulevard
Midsummer Court
Milton Keynes
MK9 2UB
Email: privacy@pattersonmills.com
Information Commission registration number: ZA321932
When you use our website or communicate with us, we may collect information including:
If you subsequently become a client, we will need to collect additional information in order to provide financial planning and advice services. Further information about that processing will be provided to you as appropriate.
We may use your personal information to:
We process your personal information where necessary to respond to your enquiries and take steps at your request before providing our services; to comply with our legal and regulatory obligations; and where necessary for our legitimate interests in operating, administering, securing and improving our business and services and maintaining appropriate records of our communications. Where required by law, we will obtain your consent, including for certain marketing activities and non-essential cookies.
Where you become a client, additional information about the lawful bases on which we process your information will be provided in our client privacy documentation.
Please be aware that meetings with Patterson-Mills Financial Planning are recorded. This may include telephone calls, video meetings and meetings conducted in person where recording facilities are used.
We make recordings to maintain an accurate record of our discussions and interactions, support the provision of our services, maintain appropriate business and regulatory records, assist with quality assurance, and help us investigate and resolve any queries or complaints.
Recordings may contain personal information about you and, depending upon the matters discussed, may include financial information or other sensitive information that you choose to provide during the meeting.
Recordings are stored securely within our approved systems, including services provided through the Microsoft environment, and access is restricted to authorised persons who require access for legitimate business purposes.
We retain recordings only for as long as reasonably necessary for the purposes for which they were made and in accordance with our legal, regulatory and record-retention obligations.
Where appropriate, recordings may be shared with our professional advisers, compliance providers, service providers, regulators or other parties where this is necessary for the purposes described in this policy or where we are required or permitted to do so by law.
Where appropriate, we will also remind you before or at the beginning of a meeting or call that it will be recorded.
Our website uses cookies and similar technologies. Cookies are small files placed on your device that enable websites to operate and can provide information about how visitors use a website.
Some cookies are necessary for our website to function correctly. We may also use optional cookies for purposes such as analytics and understanding how visitors interact with our website.
Where consent is required for a cookie or similar technology, we will not use it unless you have made a choice to accept it.
You can manage your cookie preferences using the cookie controls available on our website.
Where you contact us or ask for information about our services, we may use the contact details you provide to respond to you and provide the information you have requested.
We may also contact you about services, news or information that we believe may be relevant to you where we are permitted to do so.
Where consent is required for electronic marketing, we will obtain that consent. You can ask us to stop sending you marketing communications at any time by using the unsubscribe option contained in the communication or by contacting us.
We do not sell your personal information.
We may, however, share personal information where reasonably necessary with organisations that assist us in operating our business and providing our services.
These may include:
Where another organisation processes personal information on our behalf, we take appropriate steps to ensure that the information is handled securely and in accordance with applicable data protection requirements.
We use Microsoft services and other technology providers to operate our business and securely store and process information.
Some of these providers operate internationally. This means that, in some circumstances, personal information may be processed or accessed outside the United Kingdom.
Where personal information is transferred internationally, we take appropriate steps to ensure that the transfer complies with applicable UK data protection requirements and that appropriate protections are in place.
We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, including satisfying applicable legal, regulatory, accounting and reporting requirements.
Different retention periods may apply depending upon the nature of the information and our relationship with you.
When determining an appropriate retention period, we consider the nature and sensitivity of the information, the purposes for which it is held, applicable legal and regulatory requirements and whether those purposes can be achieved by other means.
We take appropriate technical and organisational measures to protect personal information against unauthorised access, alteration, disclosure, loss or destruction.
Access to personal information is restricted to people and service providers who have an appropriate reason to access it.
No method of transmitting or storing information can, however, be guaranteed to be completely secure.
Depending upon the circumstances and applicable law, you may have rights concerning your personal information, including the right to:
Not all of these rights apply in every circumstance.
To exercise your rights or ask a question about how we use your personal information, please contact us using the details above.
If you have concerns about how we use your personal information, please contact us in the first instance to privacy@pattersonmills.com so that we have an opportunity to address them.
You also have the right to raise a concern with the Information Commission, the UK’s data protection regulator.
Further information about your rights and how to raise a concern is available from the Information Commission at www.ico.org.uk.
Our website may contain links to websites operated by third parties.
We are not responsible for the privacy practices, security or content of external websites. We recommend reviewing the privacy information provided by those organisations before providing them with personal information.
We may update this Privacy Policy from time to time to reflect changes to our services, technology, legal or regulatory requirements, or the way in which we process personal information.
The latest version will be published on this website and the date at the top of this policy will be updated accordingly.
