Privacy Policy

Our Commitment to Privacy

We are committed to protecting your personal information and being transparent about how we collect, use, and protect your data

Information We Collect

We collect information that you provide to us and information that we gather through your use of our services

• Personal details such as name, address, email, and phone number
• Financial information relevant to planning consultations
• Communication preferences and service usage data
• Technical information such as IP address and browser details

How We Use Your Information

We use your personal information for the following purposes

• Providing financial planning consultations and analytical reviews
• Communicating with you about our services and appointments
• Improving our services and website functionality
• Complying with legal and regulatory requirements

Legal Basis for Processing

We process your personal data based on

Cookies and Tracking

We use cookies to enhance your website experience and gather analytics

For detailed information about our cookie usage, please see our Cookie Policy

Information Sharing

We may share your information in the following circumstances

• With service providers who assist in delivering our services
• 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

Data Retention

We retain your personal information only for as long as necessary to provide our services and comply with legal obligations, typically for up to 7 years after our relationship ends

Your Privacy Rights

You have several rights regarding your personal information

• Access to your personal data and information about how we process it
• Rectification of inaccurate or incomplete personal data
• Erasure of your personal data in certain circumstances
• Restriction of processing in specific situations
• Data portability and the right to object to processing

Children's Privacy

Our services are not intended for individuals under 18, and we do not knowingly collect personal information from children

Privacy Policy Changes

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

Privacy Contact Information

For questions about this privacy policy or to exercise your rights, please contact us