Privacy Policy

Eiles Finance is a trading name of Jack Eiles, who is an appointed representative of Openwork Limited. Openwork Limited is authorised and regulated by the Financial Conduct Authority (FCA reference 408285).

For the purposes of data protection legislation, Openwork Limited is the data controller for personal data processed in connection with the provision of financial advice. Our registered address is Washington House, Lydiard Fields, Swindon SN5 8UB.

We may collect the following types of personal information:

• Name, address, date of birth, and contact details
• Employment and income information
• Financial information including savings, investments, pensions, and debts
• Health information relevant to protection or insurance advice
• National Insurance number and tax status
• Information about your family and dependants
• Your attitude to risk and capacity for loss

We use your personal data to:

• Provide financial advice and arrange financial products on your behalf
• Carry out regulatory checks and comply with FCA requirements
• Manage your ongoing financial plan and conduct reviews
• Communicate with you about your financial arrangements
• Process applications with product providers

The legal basis for processing your data is typically your consent, contractual necessity (to provide the advice you have requested), or compliance with a legal obligation.

We may share your information with product providers in order to arrange financial products on your behalf. We may also share information with Openwork Limited for regulatory and compliance purposes.

We will never sell your personal data to third parties. We will not share your information with anyone outside of what is necessary to provide the service you have requested, unless required by law.

We retain personal data for as long as is necessary to fulfil the purposes for which it was collected, and for a minimum period as required by FCA regulations. Financial advice records are typically retained for at least six years after the end of the business relationship, or longer if required by law.

Under data protection law, you have the right to:

• Access the personal data we hold about you
• Request correction of inaccurate data
• Request deletion of your data (subject to regulatory retention requirements)
• Object to or restrict certain types of processing
• Request a copy of your data in a portable format
• Withdraw consent at any time, where consent is the basis for processing

To exercise any of these rights, please contact us using the details below.

This website may use cookies and similar technologies for essential functionality and analytics. For details, see our Cookie Policy.

If you contact us through this website, the information you provide will be used to respond to your enquiry and, with your consent, to provide financial advice.

If you have concerns about how your data is being handled, you can contact the Openwork Data Protection Officer at:

Data Protection Officer
Openwork Limited
Auckland House, Lydiard Fields
Swindon SN5 8UB

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk.

If you have any questions about this privacy policy or how we handle your data, please get in touch:

Jack Eiles, Financial Adviser
Email: jack@cooperandparks.co.uk
Phone: 07498 397538