Privacy Policy

Personal Information

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to our consultation services, such as income ranges and financial goals
• Communication records from consultations, emails, and support interactions

Website Usage Data

We automatically collect information about how you use our website, including pages visited, time spent on site, browser type, and referring websites.

• Provide personalised financial planning consultations and ongoing support services
• Communicate with you about appointments, service updates, and relevant financial guidance
• Improve our services based on client feedback and usage patterns
• Comply with legal obligations and regulatory requirements in the financial services sector

Under UK GDPR, we process your personal data based on the following lawful grounds:

Primary Lawful Basis: We process your data on the basis of contract performance and legitimate interest in providing financial planning services.

We may share your information in these specific circumstances:

• With regulatory authorities when required by law or to comply with financial services regulations
• With trusted service providers who assist in delivering our services, under strict confidentiality agreements
• If required by court order, legal process, or to protect our legal rights and interests

We use cookies to improve website functionality and understand user preferences. You can control cookie settings through your browser or our cookie preference centre.

For detailed information, please see our Cookie Policy. Cookie Policy

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. However, no online transmission is completely secure.

Under UK GDPR, you have the following rights regarding your personal data:

• Right to access your personal data and understand how we process it
• Right to correct inaccurate or incomplete personal information
• Right to request deletion of your personal data in certain circumstances
• Right to restrict processing of your personal data under specific conditions
• Right to receive your data in a portable format or transfer it to another provider
• Right to object to processing based on legitimate interests or direct marketing

We retain your personal data for as long as necessary to provide our services and comply with legal obligations. Consultation records are typically retained for seven years in accordance with financial services regulations.

Our services are intended for adults aged 18 and over. We do not knowingly collect personal information from children under 18 without parental consent.

We may update this privacy policy periodically. Significant changes will be communicated via email or website notification. The current version will always be available on our website.

If you have questions about this privacy policy or wish to exercise your privacy rights, please contact us using the information below.