This Privacy Statement explains how Financial Heath, trading name of Shelbourne Financial LTD, will process your personal information in accordance with the General Data Protection Regulation 2016 (GDPR) which came  into effect in May 2018, replacing the existing data protection framework under the EU Data Protection Directive.

As data controllers, Financial Health employs appropriate technical and organisational measures to meet the requirements of GDPR and ensures that all processors do the same.



We will never use your data for direct marketing purposes without your consent. At any time you may opt out (i.e. refuse the use of your personal data), including at the time the data is collected, or on every subsequent marketing message. Unsubscribing will always be free of charge and fully respected.

It should be noted that other methods of communication (confirmation of meetings or reminders, etc.) do not fall under “direct marketing”, however consent will still be collected for this.



Financial Health complies with  the EU General Data Protection Regulation (GDPR) 2016/679 as set forth by the European Union regarding the collection, use, and retention of personal data from European Union member countries. Financial Health  adheres to the requirements of lawfulness, fairness & transparency, purpose limitation, data minimisation, accuracy, retention, security and accountability.  

We collect the following type of personal data which can be used to identify or contact you.  This may include:

(i) your name, address, date of birth, telephone number, and email address. This will only be collected if you voluntarily submit it to us;

(ii)  data relating to your finances.  This  is collected for the purposes of financial review, compliance, or advice, and is necessary to be obtained in order to provide the most accurate service for you.



When you contact Financial Health to avail of any of our services, including but not limited to:


We will ask you to provide, either by phone or electronic means, your name, address, date of birth, telephone number, and email address. This information provided will be used by Financial Health to:

  • verify your identity

  • provide you with the service you have requested

  • respond to your enquiries or provide customer support

  • create your financial file and schedule time for work to be carried out

  • send updates regarding your accounts

  • contact you in the case of a data breach

  • provide you with advice, dependent on the information you have given

  • seek feedback for ongoing service improvements

  • communicate with you regarding other Shelbourne products and services

When we communicate with you regarding our products and services for the first time we will give you the option to “opt-in,” and on every subsequent communication there will be an option to “unsubscribe.”

When you attend a Financial Health Service you will be asked to provide further sensitive data to allow your service provider to:

  • provide you with a plan for current and ongoing financial services

Financial health will never share your personal information with any other third party without your consent unless required to do so by law.



All of your personal data is stored securely, offsite and in electronic format on our secure CRM system. All electronic communications are hosted within platforms which are SSL-secure, password protected and encrypted. Financial Health has adequate measures in place to ensure that your information is held securely, within the EU. Any personally identifiable information you elect to make available publicly on our sites – e.g. posting comments on any of our blog posts – will be available to others



Access is restricted to essential personnel of Financial Health who are bound by their professional ethics and/or confidentiality agreements.

We may provide non-personal data to third parties, where such information is combined with similar information of other users of our website. For example, we might inform third parties regarding the number of unique users who visit our website, the demographic breakdown of our community users of our website, or the activities that visitors to our website engage in while on our website.

The third parties to whom we may provide this information may include, commercial partners, sponsors, licensees, researchers and other similar parties. We will never disclose your Personal Data to third parties unless you have consented to this disclosure or unless the third party is required to fulfil your order (in such circumstances, the third party is bound by similar data protection requirements).

We will disclose your Personal Data if we believe in good faith that we are required to disclose it in order to comply with any applicable law, a summons, a search warrant, a court or regulatory order, or other statutory requirement.



Your data will be held by Financial Health as long as is legally required. In the case of financial records, we retain records for a minimum of six years from the date of last engagement.

After that time period your data will be securely deleted, as per our data destruction policy.



You can contact us at any time to:

  • Request personal or sensitive personal data about yourself

  • Correct any information if it is incomplete or misleading

  • Withdraw your consent regarding the processing of your data at any time

Any request should be put in writing and will be responded to, by us within 30 days. Please contact us either by email at or by post at 95 Merrion Square West, Dublin 2. All correspondence should be marked for the attention of our GDPR team. 

·         If you email us your request for changes, please ensure it is clear regarding exactly what personal data you would like changed. For your protection, we will only be able to implement requests with respect to the data associated with the particular email address on which the request was sent, and we may need to verify your identity before implementing your request



Like most websites, we gather statistical and other analytical information collected on an aggregate basis of all visitors to our website.

This Non-Personal Data comprises of information that cannot be used to identify or contact you; such as demographic information regarding, for example, user IP addresses where they have been clipped or anonymised, browser types and other anonymous statistical data involving the use of our websites.

Any external links to other websites are clearly identifiable as such, and we are not responsible for the content or the privacy policies of these other websites.



This website uses “cookie” technology. A cookie is a little piece of text stored by the browser on your computer, at the request of our server. We may use cookies to deliver content specific to your interests and to save your personal preferences so you do not have to re-enter them each time you connect to our website – our cookies are not available to other websites.

You are always free to decline our cookies, if your browser permits, or to ask your browser to indicate when a cookie is being sent. You can also delete cookie files from your computer at your discretion. Note that if you decline our cookies or ask for notification each time a cookie is being sent, this may affect your ease of use of this website.



Financial Health may, from time to time, utilise Google’s remarketing technology. This allows us to display relevant ads based on the pages on our website you have viewed. The advertisements will be displayed using cookies. This cookie will not record any personal information or identify you personally.

If you would prefer to not receive any targeted advertisements, you can deactivate the use of cookies for these purposes through Google by visiting the website:

Google has its own data protection policy which can be accessed here:



We take our security responsibilities seriously, taking all reasonable steps, including appropriate technical and organisational measures to protect your data. We review our security measures regularly.

If you have reason to believe that your interaction with us is no longer secure, please contact us immediately via email or phone +353-1-5180518.


Sale Of Business

We reserve the right to transfer information (including your personal data) to a third party in the event of a sale, merger, liquidation, receivership or transfer of all or substantially all of the assets of our company in the following cases:

  • provided that the third party agrees to adhere to the terms of the Website Privacy Policy

  • provided that the third party will only your Personal Data for the purposes that you provided it to us.

You will be notified in the event of any such transfer and you will be afforded an opportunity to opt-in.



We may make changes this privacy statement, however the “last updated” date will always be listed at the top of this page. Any changes will be effective immediately.