Privacy Policy

Information We Collect

We collect information that you provide directly to us and information that is automatically collected when you use our website. The types of information we may collect include:

• Contact information such as name, email address, and phone number
• Financial information relevant to our consultation services
• Communication preferences and consultation history
• Technical information such as IP address and browser type

How We Use Your Information

We use the information we collect for various purposes, including to provide and improve our services, communicate with you, and comply with legal obligations. Specifically, we use your information to:

• Provide personalised financial planning consultation services
• Communicate with you about appointments and service updates
• Improve our website functionality and user experience
• Comply with legal and regulatory requirements

Legal Basis for Processing

We process your personal data based on several legal grounds under UK data protection law, depending on the specific information and context.

We process your data on the basis of consent, contract performance, and legitimate business interests: Consent / Legitimate Interest

How We Share Your Information

We do not sell, trade, or otherwise transfer your personal information to third parties except in the following circumstances:

• With service providers who assist us in operating our website and conducting business
• When required by law or to protect our rights and property
• With your explicit consent for specific purposes

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. These technologies help us understand how you use our site and improve our services.

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

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised 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 law, you have several rights regarding your personal information. These rights include:

• The right to access your personal data and receive information about our processing
• The right to correct inaccurate or incomplete personal data
• The right to request deletion of your personal data in certain circumstances
• The right to object to or restrict our processing of your personal data
• The right to data portability for information you provided to us

Data Retention

We retain your personal information only for as long as necessary to fulfil the purposes for which it was collected, comply with legal obligations, and resolve any disputes. Retention periods vary depending on the type of information and purpose of processing.

Children's Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete such information promptly.

Changes to This Policy

We may update this Privacy Policy from time to time 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 with a new effective date.

Contact Information

If you have questions about this Privacy Policy or our data practices, please contact us using the information below