Privacy Policy

Information We Collect

We collect several types of information to provide and improve our services

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to planning consultations such as income ranges and general asset information
• Communication preferences and service usage data
• Technical information including IP address, browser type, and website interaction data

How We Use Your Information

Your personal information helps us provide personalised financial planning services

• Delivering consultation services and maintaining client relationships
• Communicating about appointments, service updates, and relevant information
• Improving our services based on client feedback and usage patterns
• Complying with legal obligations and maintaining business records

Legal Basis for Processing

We process your personal data based on several legal grounds

Primary Legal Basis: We process your data based on legitimate interest for service provision and with your consent for marketing communications

Data Sharing and Disclosure

We may share your information in specific circumstances

• With trusted service providers who assist in delivering our services under strict confidentiality agreements
• When required by law, regulation, or court order
• 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. However, no internet transmission is completely secure

Your Privacy Rights

You have several rights regarding your personal information

• Access your personal data and receive a copy of information we hold
• Correct inaccurate or incomplete personal information
• Request deletion of your personal data in certain circumstances
• Object to or restrict processing of your personal information
• Withdraw consent for processing based on consent at any time

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and analyse usage patterns

For detailed information about our cookie usage, please review our separate Cookie Policy Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide services and comply with legal obligations, typically for seven years after your last interaction with our services

Children's Privacy

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

Changes to This Policy

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