Privacy policy

Lamb Financial is committed to protecting and respecting your privacy.

1. General

For the purposes of data protection legislation, we are the data controller and we will process your personal data in accordance with the General Data Protection Regulation (EU) 2016/679 and national laws which relate to the processing of personal data. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.

2. Who we are

Lamb Financial is a lifestyle financial planning practice. We provide a comprehensive personal and business financial planning service, offering expert advice on financial planning at each stage of your working life and into retirement. See:

3. About this policy

This statement applies to Lamb Financial’s interactions with you and the services listed below:

  • Personal data we collect
  • How we use personal data
  • How to access and control your personal data

Any personal information you provide to us including and similar to your name, address, telephone number and email address will not be released, sold, or rented to any entities or individuals outside of Lamb Financial.

4. What personal data we collect and why

Lamb Financial collects data to operate effectively and provide you with services best suited to your individual needs. You have choices about the data we collect. When you are asked to provide personal data, you may decline, but if you choose not to provide data that is necessary to deliver our services in full to you, the service delivered may be limited. The data we collect depends on the context of the services you require to be delivered from our company, the choices you make, including protecting your privacy, and the products and services you use.  The data we collect can include name and contact data (we collect your first name and last name, email address, postal address, telephone number and other similar contact data).

5. How we use personal data

Lamb Financial uses the data we collect to operate our business, provide our service to you, and to send communications to you. In carrying out these purposes we collect data to give you information about our services. We use data to provide and improve the services we offer and to improve essential business operations. This includes delivering our services, maintaining and improving the performance of our services and products, developing our customer service, conducting research and providing customer support. 

6. Reasons we share personal data

We share your personal data with your consent. We will access, transfer, disclose and preserve personal data, when we have a good faith belief that doing so is necessary to:

  • Comply with applicable law or respond to valid legal processes, including from law enforcement or other government agencies
  • Protect our customers, for example to prevent spam or attempts to defraud users of our services
  • Operate and maintain the security of our services, including to prevent or stop an attack on our computer systems or networks
  • Protect the rights or property of Lamb Financial, including enforcing the terms governing the use of our services.

7. How to access and control your personal data

You can request to view, edit or delete your personal data by contacting our office, in writing, at Lamb Financial, Unit 1, Meadowfield Court, Ponteland, NE20 9SD.

8. Cookies

Our website uses cookies which are small text files that originate from us and are stored on your computer or website server. They do not retrieve information about you that is stored on your hard drive and do not corrupt or damage your computer or computer files. They help us identify website visitor behaviour and visitors’ particular preferences. Google Analytics cookies are used to collect information about how visitors use our site. We use the information to compile reports and to help us improve the site. The cookies collect information in an anonymous form, including the number of visitors to the site, where visitors have come to the site from and the pages they visited. Most web browsers allow some control of most cookies through the browser settings.

To find out more about cookies, including how to see what cookies have been set and how to manage and delete them, visit:

To opt out of being tracked by Google Analytics across all websites visit:

9. External sites

Lamb Financial is not responsible for the content of external internet sites. You are advised to read the privacy policy of external sites before disclosing any personal information.

10. European privacy rights

Lamb Financial adheres to applicable data protection laws in the European Economic Area, which if applicable includes the following rights. If the processing of personal data is based on your consent, you have a right to withdraw consent at any time for future processing:

  • You have a right to request from us, a ‘data controller’ as defined in the law, access to and rectification of your personal data
  • You have a right to object to the processing of your personal data
  • You have a right to lodge a complaint with a data protection authority.

When we process personal data about you, we do so with your consent and/or as necessary to provide the services/products you use, operate our business, meet our contractual and legal obligations, protect the security of our systems and our customers, or fulfil other legitimate interests of Lamb Financial as described in the ‘How we use personal data’ and ‘Reasons we share personal data’ sections above. When we transfer personal data from the European Economic Area, we do so based on a variety of legal mechanisms, as described in ‘Where we store and process personal data’ below.

11. Security of personal data

Lamb Financial is committed to protecting the security of your personal data. We use a variety of security technologies and procedures to help protect your personal data from unauthorised access, use or disclosure.

12. Where we store and process personal data

Personal data collected by Lamb Financial will be held securely and we take steps to ensure that the data we collect under this privacy statement is processed according to the provisions of this statement and the requirements of applicable UK and EU law.

13. Retention of personal data

Lamb Financial retains personal data for as long as necessary to provide the products and fulfil the transactions you have requested, or for other essential purposes such as complying with our legal obligations, resolving disputes and enforcing our agreements. Because these needs can vary for different data types in the context of different products, actual retention periods can vary significantly. The criteria used to determine the retention periods include:

How long is the personal data needed to provide the products and operate our business? Is the personal data of a sensitive type? If so, a shortened retention time would generally be appropriate.

14. Changes to this privacy statement

We will update this privacy statement when necessary to reflect customer feedback and changes in our services/products. When we post changes to this statement, we will revise the “last updated” date at the top of the statement and describe the changes. If there are material changes to the statement or in how Lamb Financial will use your personal data, we will notify you either by prominently posting a notice of such changes before they take effect or by directly sending you a notification. We encourage you to periodically review this privacy statement to learn how Lamb Financial is protecting your information.

15. How to contact us

If you have a privacy concern, complaint or a question for the Data Controller of Lamb Financial, please complete our enquiry form at

Unless otherwise stated, Lamb Financial is a data controller for personal data we collect through the services/products subject to this statement. Our address is Lamb Financial, Unit 1, Meadowfield Court, Ponteland, NE20 9SD.Telephone: 01661 860438.