Privacy Policy

For the purpose of the General Data Protection Regulation (GDPR) the Data Controller is Vale Insurance Services Limited of 22-24 Market Street, Altrincham, Cheshire, WA14 1PF.  

Vale Insurance Services (collectively referred to as “Vale”, “we”, “us” or “our” in this privacy statement) is registered as a Data Controller with the UK Information Commissioners Office (ICO), registration number Z7699821.

We are committed to safeguarding the privacy of our website visitors and clients.  During the course of your engagement with Vale Insurance Services, we will ask you to provide us with detailed personal information relating to your existing circumstances and financial situation.  This information is referred to as ‘Personal Data’. 

This statement has been created to allow us to describe how we will use your Personal Data, and the various rights you have in relation to your Personal Data.

Personal data

Under the EU’s General Data Protection Regulation (GDPR) personal data is defined as: 

“any information relating to an identified or identifiable natural person ('data subject'); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person”.

In the context of providing you with assistance in relation to the requested service, your Personal Data may include:

• Title, names, date of birth, gender, nationality, civil/marital status, contact details, addresses and documents that are necessary to verify your identity (such as passport and driving license)

• Employment and remuneration information (including salary, bonus schemes, overtime, sick pay, other benefits), employment history 

• Bank account details, tax information, loans and credit commitments, personal credit history, sources of income and expenditure, family circumstances and details of dependents

How will we collect your personal information?

You may provide us with information about you by filling in forms on our website at by filling in any other forms provided to you by us or by corresponding with us by phone, e-mail or otherwise. This includes information you provide when you register to use our Site, request an information pack, comply with our requests for additional information and when you report a problem with our Site.

How we use your information?

This privacy notice tells you how we, Vale Insurance Services, will collect and use your personal data for providing further information regarding the provision of independent financial advisory services.

Why does Vale Insurance Services need to collect and store personal data?

In order for us to provide our Clients with financial investment services, we need to collect personal data in order to provide this service. In any event, we are committed to ensuring that the information we collect and use is appropriate for this purpose, and does not constitute an invasion of your privacy.  

If you have provided consent for us to do so, Vale Insurance Services may also occasionally contact you with news of our services and investment opportunities which may be of interest.  This consent can be removed at any time.

What other personal data may we need?

In order to provide our service to you effectively, we may need to gather personal information about your close family members and dependants. In such cases, it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us.

Will Vale Insurance Services share my personal data with anyone else?

Dependent on the financial service being requested, we may pass your personal data on to third-party service providers to Vale Insurance Services. Any third parties that we share your data with are obliged to keep your details securely, and to use them only to quote for, or provide the requested investment service – for example a life insurance policy.

When they no longer need your data to fulfil this service, they will dispose of the details in line with Data Retention best practice and internal policy. If we wish to pass your sensitive personal data onto a third party we will only do so once we have obtained your consent, or unless we are legally required to do otherwise.

To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.

How will Vale Insurance Services use the personal data it collects about me? 

The primary legal basis that we intend to use for the processing of your Personal Data is for the performance of our contract with you, however there will be instances where the lawful basis is consent. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively.

Vale Insurance Services will process (collect, store and use) the information you provide in a manner compatible with the EU’s General Data Protection Regulation (GDPR). We will endeavor to keep your information accurate and up to date, and not keep it for longer than is necessary.

The security of your Personal Data is paramount to us and we have invested in a number of Cyber Security and Privacy initiatives to ensure we have the right level of protection in place to protect your data. 

We will always take reasonable steps to safeguard your Personal Data against it being accessed unlawfully or maliciously by any third party.

How long will Vale Insurance Services retain the data it collects about me?

Vale Insurance Services is required to retain information in accordance with the law, such as information needed for income tax and audit purposes. How long certain kinds of personal data should be kept may also be governed by specific business-sector requirements and agreed practices, such as the Financial Conduct Authority (FCA) which stipulates the minimum retention periods required for financial data.  We reserve the right to retain data for longer where we believe it is in our legitimate interests to do so.

Under what circumstances will Vale Insurance Services contact me?

Our aim is not to be intrusive, and we undertake not to ask irrelevant or unnecessary questions. Moreover, the information you provide will be subject to rigorous measures and procedures to minimise the risk of unauthorised access or disclosure.

Can I find out the personal data that the organisation holds about me?

Vale Insurance Services at your request, can confirm what information we hold about you and how it is processed. If Vale Insurance Services does hold personal data about you, you can request the following information: 

• Identity and the contact details of the person or organisation that has determined how and why to process your data. In some cases, this will be a representative in the EU. 

• Contact details of the GDPR Owner, where applicable.

• The purpose of the processing as well as the legal basis for processing.

• If the processing is based on the legitimate interests of Vale Insurance Services or a third party, information about those interests.

• The categories of personal data collected, stored and processed.

• Recipient(s) or categories of recipients that the data is/will be disclosed to.

• If we intend to transfer the personal data to a third country or international organisation, information about how we ensure this is done securely. The EU has approved sending personal data to some countries because they meet a minimum standard of data protection. In other cases, we will ensure there are specific measures in place to secure your information.

• How long the data will be stored.

• Details of your rights to correct, erase, restrict or object to such processing.

• Information about your right to withdraw consent at any time.

• How to lodge a complaint with the supervisory authority.

• Whether the provision of personal data is a statutory or contractual requirement, or a requirement necessary to enter into a contract, as well as whether you are obliged to provide the personal data and the possible consequences of failing to provide such data.

• The source of personal data if it wasn’t collected directly from you.

• Any details and information of automated decision making, such as profiling, and any meaningful information about the logic involved, as well as the significance and expected consequences of such processing.

What forms of ID will I need to provide in order to access this? 

Vale Insurance Services accepts either Passport or Driving Licence as valid forms of ID when information on your personal data is requested.  This is to ensure that we are able to verify your identity before disclosing any personal information.


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Google Analytics

Vale Insurance Services, like many other Organisations use Google Analytics to provide us with analytical data on our website traffic and user behavior. You can refer to to learn more about Google’s data privacy policies and approach.

Changes to our Privacy Statement

We keep our Privacy Statement under regular review and we will inform you of any changes when they occur.  This Privacy Statement was last updated in May 2018.

Contact details of the GDPR Owner:

For any GDPR queries please contact Martin Chrimes of Vale Insurance Services on:

Tel: 0161 941 5972 

Email:  This email address is being protected from spambots. You need JavaScript enabled to view it.

Address: 22-24 Market Street, Altrincham, Cheshire, WA14 1PF

The right to lodge a complaint with a Supervisory Authority

Vale Insurance Services are committed in protecting your personal information, however if you have any concerns regarding the way that we are storing or processing your personal information, you have the right to lodge a complaint with a supervisory authority. In the UK this is the Information Commissioners Office (ICO) and more information can be found on their website.

  • Telephone:

    0161 941 5972
  • Address:

    Vale Insurances Services Ltd
    22-24 Market Street
    WA14 1PF
Vale Insurance Services Ltd is authorised and regulated by the Financial Conduct Authority. Registered Address: 22-24 Market Street, Altrincham, Cheshire, WA14 1PF. Tel: 0161 941 5972