Privacy Policy

Information We Collect

We collect the following types of information:

• Contact details including name, email address, and phone number
• Financial information relevant to planning consultations
• Website usage data and preferences
• Communication records and consultation notes

How We Use Your Information

We use your personal information for the following purposes:

• Providing personalised financial planning services and consultations
• Communicating about your subscription and service updates
• Improving our website functionality and user experience
• Complying with legal and regulatory requirements

Legal Basis for Processing

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

Primary Legal Basis: We process your data on the basis of consent for marketing communications and legitimate interest for service provision

How We Share Your Information

We may share your information in the following circumstances:

• With trusted service providers who assist in delivering our services
• When required by law or to comply with legal obligations
• To protect our rights, property, or safety, or that of others

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet is completely secure.

Your Privacy Rights

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

• Right to access your personal data and know how it's processed
• Right to correct inaccurate or incomplete personal data
• Right to request deletion of your personal data in certain circumstances
• Right to receive your data in a portable format
• Right to object to processing based on legitimate interests

Cookies and Tracking

Our website uses cookies and similar technologies to enhance your browsing experience and provide personalised content.

For detailed information, please see our Cookie Policy Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Client records are typically retained for 7 years after the end of the client relationship.

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.

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Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable law. We will notify you of significant changes by email or through our website.

Contact Us

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