Privacy Policy

Introduction

This Privacy Policy explains how we collect, use, and protect your personal information when you use our financial planning services and website.

We are committed to protecting your privacy and handling your data in an open and transparent manner.

Information We Collect

We may collect and process the following types of personal information:

• • Contact information (name, email, phone number, address)
• • Financial information provided during consultations
• • Communication preferences and service requirements
• • Technical information about your use of our website

How We Use Your Information

We use your personal information for the following purposes:

• • Providing financial planning consultations and services
• • Communicating about your subscription and appointments
• • Improving our services and website functionality
• • Complying with legal and regulatory requirements
• • Sending relevant information about our services (with your consent)

Legal Basis for Processing

Under UK GDPR, we process your personal data based on the following legal grounds:

Primary Legal Basis: Legitimate interest for providing financial planning services, and consent for marketing communications

Data Sharing and Disclosure

We may share your personal information in the following limited circumstances:

• • With your explicit consent for specific purposes
• • When required by law or regulatory authorities
• • With trusted service providers who assist in delivering our services

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Your Privacy Rights

Under UK data protection laws, you have the following rights regarding your personal data:

• • Right to access your personal information
• • Right to correct inaccurate or incomplete data
• • Right to request deletion of your data
• • Right to restrict processing of your data
• • Right to data portability

Cookies and Tracking

Our website uses cookies to improve your browsing experience and provide personalized content. Cookies help us understand how you use our site and remember your preferences.

For detailed information about our cookie practices, please see our Cookie Policy Cookie Policy

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, or resolve disputes. Typically, we retain client data for up to 7 years after service termination.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website.

Contact Information

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us: