Your privacy is important to us. This policy outlines how we collect, use, and protect your personal information when you engage with our financial planning services, in accordance with UK and GDPR standards.

Information We Collect

We collect only the information necessary to provide personalised, effective service and communication.

• Personal identification details such as your name, address, and contact information for service delivery.
• Details relevant to your consultation, including your circumstances and preferences, so we can tailor our advice.
• Correspondence records including emails and messages exchanged during service delivery.
• Technical data, such as IP address and browser details, collected for the security and proper functioning of our website.

How We Use Your Data

Your data is used exclusively for communication, service improvement, and regulatory compliance.

• To organise and deliver the requested consultation or planning service.
• To respond to questions or provide updates as part of our client relationship.
• To improve our website and personalise your user experience where appropriate.
• To comply with UK regulatory obligations and ensure the security of our services.

Legal Basis for Processing

Data processing is based on your consent and our legitimate interest in providing reliable service.

We only process your data for the purposes described and in accordance with the General Data Protection Regulation (GDPR) and UK law. You may withdraw consent at any time.

Sharing Information

We do not share your personal data with third parties except as required by law or to deliver our services.

• Data may be shared with regulated service providers, solely for performing necessary functions linked to your requests.
• We will provide personal data to authorities if legally required for audits or regulatory requests.
• Third parties are contractually required to uphold confidentiality and security standards regarding any shared information.

Data Security

We employ physical, electronic, and administrative safeguards to protect your data from loss, misuse, or unauthorised access. Our website uses secure encryption and regular reviews of our policies are undertaken for ongoing compliance with best practices.

Your Rights

You have rights regarding your personal data under UK and GDPR laws.

• Request access to the personal information we hold about you.
• Request the correction of inaccurate or incomplete information.
• Request that we restrict or stop processing your data in certain situations.
• Request deletion of your information where there is no legal basis for continued retention.

Cookies and Tracking

We use cookies to enhance your online experience and analyse site traffic. You can manage your preferences or disable cookies in your browser settings at any time.

Read Cookie Policy Read Cookie Policy

Contact Us

For any further questions, rights requests, or privacy concerns, please reach out and a member of our team will respond promptly.

Policy Changes and Updates

This policy is reviewed regularly. If we update it, the revised version will appear here and changes will be effective immediately.