Privacy Policy and Data Protection

Our Privacy Commitment

Welcome to our privacy policy. We take your personal data seriously and are committed to protecting your privacy while providing excellent financial planning services.

This policy explains how we collect, use, and protect your information in accordance with UK GDPR and data protection regulations.

Information We Collect

We collect information that helps us provide personalised financial planning services and improve your experience:

• • Contact details including name, email address, phone number, and postal address
• • Financial information relevant to our planning discussions and analytical reviews
• • Communication preferences and records of our interactions with you
• • Website usage data through cookies and similar technologies

How We Use Your Information

We use your personal information for legitimate business purposes related to our financial planning services:

• • Providing personalised financial planning consultations and analytical reviews
• • Communicating with you about our services and responding to your enquiries
• • Improving our services based on feedback and usage patterns
• • Meeting our legal and regulatory obligations as a financial services provider
• • Sending relevant updates about our services with your consent

Legal Basis for Processing

We process your personal data under several lawful bases as defined by UK GDPR:

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

How We Share Your Information

We only share your personal information in specific, limited circumstances:

• • With trusted service providers who help us deliver our services, under strict confidentiality agreements
• • When required by law or to comply with regulatory obligations
• • To protect our rights, property, or safety, or that of our clients or others
• • With your explicit consent for specific purposes you've approved

Data Security Measures

We implement robust security measures including encryption, secure servers, access controls, and regular security assessments to protect your personal information from unauthorised access, alteration, or disclosure.

Data Retention

We retain your personal information only as long as necessary for the purposes outlined in this policy, typically for the duration of our service relationship plus up to 7 years for regulatory compliance purposes.

Your Data Protection Rights

Under UK GDPR, you have comprehensive rights regarding your personal data:

• • Right to access your personal data and understand how we process it
• • Right to correct inaccurate or incomplete personal information
• • Right to request deletion of your personal data in certain circumstances
• • Right to restrict how we process your information
• • Right to receive your data in a portable format
• • Right to object to processing based on legitimate interests
• • Right to withdraw consent for marketing communications at any time

Cookies and Website Analytics

We use cookies and similar technologies to improve your website experience and understand how our services are used.

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

Third-Party Websites

Our website may contain links to external sites. We're not responsible for the privacy practices of third-party websites and encourage you to review their privacy policies independently.

Children's Privacy

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

Privacy Policy Updates

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. Significant changes will be communicated through our website or direct notification.

Privacy Contact Information

For questions about this privacy policy or to exercise your data protection rights, please contact our Data Protection Officer using the details provided in our contact section.