Privacy Policy

August 29, 2025

This privacy policy explains how we collect, use, and protect your personal information when you use our financial planning services. Your privacy is important to us, and we're committed to transparency about our data practices.

Information We Collect

We collect information necessary to provide our financial planning services effectively. This includes information you provide directly and some information collected automatically.

• • Personal details (name, address, contact information)
• • Financial information relevant to planning discussions
• • Communication records and consultation notes
• • Website usage data and technical information

How We Use Your Information

We use your personal information solely for legitimate business purposes related to providing our financial planning services.

• • Delivering personalised financial planning consultations
• • Maintaining records of our professional relationship
• • Communicating about our services and your account
• • Complying with legal and regulatory requirements

Legal Basis for Processing

Under UK data protection law, we must have a lawful basis for processing your personal information. Our processing is based on the following legal grounds.

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

Information Sharing

We do not sell or rent your personal information to third parties. We may share information only in limited circumstances necessary for our business operations.

• • With professional service providers who assist in service delivery
• • When required by law or regulatory authorities
• • With your explicit consent for specific purposes

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 Rights

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

• • Access your personal information and receive a copy
• • Correct inaccurate or incomplete information
• • Request deletion of your information in certain circumstances
• • Object to processing based on legitimate interests
• • Withdraw consent for processing based on consent

Cookies and Tracking

Our website uses cookies and similar technologies to enhance your experience and analyse usage patterns. Detailed information about our cookie practices is available in our dedicated policy.

We use essential, functional, and analytical cookies

View Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Financial services records are typically retained for seven years after the relationship ends.

International Transfers

We primarily process data within the United Kingdom. If we transfer data internationally, we ensure adequate protection through appropriate safeguards such as adequacy decisions or standard contractual clauses.

Contact Us About Privacy

If you have questions about this privacy policy or wish to exercise your rights, please contact us using the information provided below. We aim to respond to all privacy requests within one month.