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Privacy policy

At Citizens Advice we collect and use your personal information to help solve your problems, improve our services and tackle wider issues in society that affect people’s lives.

We only ask for the information we need. We always let you decide what you’re comfortable telling us, explain why we need it and treat it as confidential.

When we record and use your personal information we:

  • only access it when we have a good reason
  • only share what is necessary and relevant
  • don’t sell it to commercial organisations

At times we might use or share your information without your permission. If we do, we’ll always make sure there’s a legal basis for it. This could include situations where we have to use or share your information:

  • to comply with the law - for example, if a court orders us to share information (this is called ‘legal obligation’)
  • to protect someone’s life - for example, sharing information with a paramedic if a client was unwell at our office (this is called ‘vital interests’)
  • to carry out our legitimate aims and goals as a charity - for example, to create statistics for our national research (this is called ‘legitimate interests’)
  • for us to carry out a task where we’re meeting the aims of a public body in the public interest - for example, delivering a government or local authority service (this is called ‘public task’)
  • to carry out a contract we have with you - for example, if you’re an employee we might need to store your bank details so we can pay you (this is called ‘contract’)
  • to defend our legal rights - for example, sharing information with our legal advisors if there was a complaint that we gave the wrong advice

We handle and store your personal information in line with the law - including the General Data Protection Regulation and the Data Protection Act 2018.

You can check our main Citizens Advice privacy policy for how we handle most of your personal information.

This page covers how we, as your local charity, handle your information locally in our offices.

How Citizens Advice Ynys Môn collect your data

When you get advice from an adviser - our privacy policy

We will get your permission by asking you to either:

  • sign a paper consent form
  • give agreement over the phone - if you call our Adviceline

Before we ask for your permission, we'll always explain how we use your information.

If you have been referred to us from another advice charity/organisation, they will send us your information using a referral form. They will get your permission before sending us your information.

What Citizens Advice Ynys Môn ask for

To find out what information we ask for, see our national Citizens Advice Privacy Policy using the following link:

How Citizens Advice Ynys Môn use your information

To find out how we use your information, see our national Citizens Advice Privacy Policy using the following link:

Working on your behalf

When you give us authority to act on your behalf, for example to help you with a Universal Credit claim, we’ll need to share information with that third party.

How Citizens Advice Ynys Môn store your information

Ynys Mon CA stores data on our own local server which is kept in a locked cupboard. The data is backed up to a UK cloud location, using AES 256 encryption and a key known only to management and IT support.

How Citizens Advice Ynys Môn share your information

If you ask us to act on your behalf, we might need to share some of your information with other organisations – we will always tell you when we do this. For example - if we contact your creditors about your debts, we might need to share your name, address and financial details with them.

With your permission, we might share your information with other organisations to help solve your problem or to monitor the quality of our services. Organisations we share your data with must store and use your data in line with data protection law. If we refer you to another organisation for more advice, we might share information about your problem with them so they can help you more quickly.

Contact Citizens Advice Ynys Môn about your information

If you have any questions about how your information is collected or used, you can contact our office.

01407 762278, Office hours – Monday to Thursday 9am – 5pm
01248 722652, Office hours – Friday 9am – 4pm


You can contact us to:

  • find out what personal information we hold about you
  • correct your information if it’s wrong, out of date or incomplete
  • request we delete your information
  • ask us to limit what we do with your data - for example, ask us not to share it if you haven’t asked us already
  • ask us to give you a copy of the data we hold in a format you can use to transfer it to another service
  • ask us stop using your information

Who’s responsible for looking after your personal information

The national Citizens Advice charity and your local Citizens Advice operate a system called Casebook to keep your personal information safe. This means they’re a ‘joint data controller’ for your personal information that’s stored in the Casebook system.

Each local Citizens Advice is an independent charity, and a member of the national Citizens Advice charity. The Citizens Advice membership agreement also requires that the use of your information complies with data protection law.

You can find out more about your data rights on the Information Commissioner’s website.