Privacy Policy

We are committed to protecting your privacy and handling your personal data responsibly. This policy explains how we collect, use, and safeguard your information when you use our financial planning services.

Information We Collect

We collect information necessary to provide our consultation services and maintain regulatory compliance. This includes details you provide directly and information gathered through your use of our services.

• Name, date of birth, and identification details for regulatory compliance
• Email address, phone number, and postal address for service delivery
• Website usage patterns and consultation preferences for service improvement

How We Use Your Information

Your personal information is used primarily to deliver our financial planning consultation services and meet our regulatory obligations as a financial services provider.

• Providing personalised financial planning consultations and guidance
• Maintaining accurate records for regulatory compliance and audit purposes
• Communicating important service updates and appointment scheduling

Legal Basis for Processing

We process your personal data based on several legal grounds, depending on the specific purpose and type of information involved.

Primary Legal Basis: We process your data based on contractual necessity for service delivery and legitimate interest for business operations, with consent where required by law.

Information Sharing

We do not sell or rent your personal information to third parties. Limited sharing occurs only when necessary for service delivery, regulatory compliance, or with your explicit consent.

Data Security Measures

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

Your Data Protection Rights

Under UK data protection law, you have several rights regarding your personal information. You can exercise these rights by contacting us using the details provided.

• Right to access copies of your personal data
• Right to correct inaccurate or incomplete information
• Right to request deletion of your data in certain circumstances
• Right to receive your data in a portable format

Cookies and Website Analytics

Our website uses cookies to enhance functionality and analyse usage patterns. Please refer to our separate Cookie Policy for detailed information about our cookie practices.

Questions About These Disclaimers

If you have questions about these disclaimers or need clarification about our services, please contact our team using the information below.

Privacy Policy Updates

We may update this privacy policy periodically to reflect changes in our practices, services, or legal requirements. We will notify you of significant changes through appropriate channels.

Last updated: July 31, 2025