Privacy Policy

Your Privacy Matters to Us

Learn more about how we collect, use, and protect your personal information when you use our services.

We are committed to protecting your privacy and handling your personal data responsibly in accordance with UK data protection laws including GDPR.

Information We Collect

We collect information you provide directly and some data automatically when you use our website and services:

• • Contact details including name, email address, phone number, and postal address
• • Financial information relevant to your planning needs and goals
• • Communication preferences and consultation history
• • Website usage data including pages visited, time spent, and interaction patterns

How We Use Your Information

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

• • Providing personalized financial planning consultations and ongoing support
• • Communicating with you about your account, appointments, and service updates
• • Improving our services based on feedback and usage patterns
• • Complying with legal obligations and protecting our legitimate business interests

Legal Basis for Processing

Under GDPR, we must have a legal basis for processing your personal data:

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

How We Share Your Information

We do not sell your personal information. We may share your data in these limited circumstances:

• • With trusted service providers who help us deliver our services, under strict confidentiality agreements
• • When required by law, court order, or to protect our legal rights
• • With your explicit consent for specific purposes you have approved

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

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 we process it
• • Right to correct inaccurate or incomplete information we hold about you
• • Right to request deletion of your personal data in certain circumstances
• • Right to restrict or object to certain types of processing
• • Right to data portability and to withdraw consent where applicable

Cookies and Tracking

They help websites remember your preferences, improve functionality, and provide insights into how the site is used. Most websites use cookies to enhance user experience.

Please see our separate Cookie Policy for detailed information about how we use cookies and similar technologies. Cookie Policy

Contact Us About Privacy

If you have questions about this privacy policy or want to exercise your data protection rights, please contact us.

Changes to This Policy

We may update this privacy policy from time to time. We will notify you of significant changes and update the "last modified" date. Last updated: September 11, 2025.