Privacy Policy

Information we collect

We collect information you provide directly and data generated through your use of our services

• Personal details such as name, address, and contact information
• Communication preferences and correspondence history
• Website usage data, including pages visited and time spent

How we use your information

We use collected information to provide and improve our financial planning services

• Delivering personalised financial planning consultations and analysis
• Communicating about services, updates, and relevant financial insights
• Improving our website functionality and user experience

Legal basis for processing

We process personal data based on several legal grounds under UK data protection law

Data sharing and disclosure

We may share your information in limited circumstances with trusted partners

• With service providers who assist in delivering our services
• When required by law or to protect our legal rights
• With your explicit consent for specific purposes

Data security measures

We implement appropriate technical and organisational measures to protect your personal data

Your data protection rights

Under UK data protection law, you have several important rights regarding your personal information

• Right to access your personal data and understand how it's processed
• Right to correct inaccurate or incomplete personal information
• Right to request deletion of your personal data in certain circumstances
• Right to receive your data in a portable format

Cookies and tracking

We use cookies and similar technologies to improve your website experience

Full details are available in our separate cookie policy Cookie Policy

Contacting us about privacy

For any privacy-related questions or to exercise your rights, please contact our data protection officer

Policy changes

We may update this privacy policy to reflect changes in our practices or legal requirements