Privacy Policy

Information We Collect

We collect the following types of personal information:

• Contact details including name, email address, phone number, and postal address
• Financial information you choose to share during consultations for planning purposes
• Website usage data including pages visited, time spent, and interaction patterns
• Communication records including emails, consultation notes, and support requests

How We Use Your Information

Your personal information is used for the following purposes:

• Providing personalised financial planning consultation services
• Communicating about appointments, updates, and service-related matters
• Improving our services based on feedback and usage patterns
• Complying with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal data based on the following lawful grounds:

Information Sharing

We may share your information in limited circumstances:

• With trusted service providers who help us deliver our services, under strict confidentiality agreements
• When required by law, court order, or regulatory authority
• With your explicit consent for specific purposes you've approved

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. This includes encryption, secure servers, and regular security assessments.

Your Privacy Rights

Under UK data protection law, you have the following rights:

• Right to access personal information we hold about you
• Right to correct inaccurate or incomplete personal information
• Right to request deletion of your personal information in certain circumstances
• Right to receive your personal information in a portable format
• Right to object to processing for direct marketing purposes

Cookies and Tracking

Our website uses cookies to enhance functionality and analyse usage. For detailed information about our cookie practices, please refer to our separate Cookie Policy.

View our complete Cookie Policy for comprehensive details about cookie usage and your choices.

Data Retention

We retain personal information only as long as necessary for the purposes outlined in this policy, typically for the duration of our business relationship plus seven years for regulatory compliance requirements.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children without parental consent.

Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. Updated versions will be posted on this page with a revision date.

Contact Information

For questions about this privacy policy or to exercise your rights, please contact our Data Protection Officer using the contact details provided on our website.