Privacy Policy

Information We Collect

We collect information you provide directly and automatically through your use of our services

• Contact details (name, email, phone number)
• Financial information relevant to our services
• Communication preferences and history
• Technical data from your use of our website

How We Use Your Information

Your information is used for the following purposes

• Providing financial planning consultations
• Communicating about our services
• Improving our website and service quality
• Meeting legal and regulatory requirements

Legal Basis for Processing

We process your data based on the following legal grounds

Primary Legal Basis: We process your data on the basis of contract performance and legitimate business interests

Data Sharing

We may share your information in limited circumstances

• With service providers who help us deliver our services
• When required by law or to protect our legal rights
• With your explicit consent for specific purposes

Data Security

We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction

Your Privacy Rights

Under UK data protection law, you have several rights

• Access your personal data
• Correct inaccurate information
• Request deletion in certain circumstances
• Object to processing for direct marketing
• Request data portability

Cookies and Tracking

We use cookies and similar technologies to improve your experience

See our Cookie Policy for detailed information Cookie Policy

Data Retention

We retain your personal data only as long as necessary for the purposes outlined in this policy or as required by law

Changes to This Policy

We may update this privacy policy from time to time and will notify you of any significant changes