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BUDGETING & PLANNING

Congratulations to Budgeting & Planning who have been awarded SHIELD Membership for their commitment to data protection excellence.


Budgeting and Planning are a consultant referral business who take an holistic view of family and financial integration.


In all referral business Data Protection is of the utmost importance. Establishing the correct Data Sharing protocols is essential and among other things businesses involved in referring others must have an understanding of the six lawful bases of processing and confirm the compliant status of the business to whom you refer your clients, in order to safeguard their information and fulfill your duties under the requirements of UK-GDPR.




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