Privacy Policy

Information Collection

We collect information necessary to provide effective financial planning consultations:

Personal Details

• Name, address, phone number, and email address for consultation scheduling and communication
• Financial information relevant to planning discussions, including income ranges and general asset categories
• Planning goals, objectives, and preferences shared during consultation sessions
• Communication records, including notes from consultations and follow-up correspondence

Website Usage Information

We collect technical information about your website usage, including IP address, browser type, pages visited, and interaction patterns to improve our services.

Information Usage

Your information is used exclusively for legitimate business purposes:

• Providing personalised financial planning consultation services tailored to your circumstances
• Scheduling appointments, sending reminders, and maintaining communication about your consultations
• Improving our services based on aggregate client feedback and service usage patterns
• Complying with regulatory requirements and maintaining necessary business records
• Sending relevant market insights and service updates with your consent

Processing Legal Basis

We process your personal data under the following legal grounds:

Data Sharing

We share your information only in limited circumstances:

• With regulatory authorities when required by law or for compliance purposes
• With professional service providers (legal, accounting) under strict confidentiality agreements
• With technical service providers who support our consultation platform and communications
• In anonymised, aggregated form for business analysis and service improvement purposes

Data Protection

We implement appropriate technical and organisational measures to protect your information, including encryption, access controls, and regular security assessments.

Retention Periods

We retain your personal information for as long as necessary to provide services and meet regulatory requirements, typically 7 years after the end of our business relationship.

Your Data Rights

Under GDPR, you have several important rights regarding your personal data:

Cookies and Tracking

Our website uses cookies to improve functionality and analyse usage patterns.

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

Children's Privacy

Our services are designed for adults aged 18 and over. We do not knowingly collect personal information from children under 18.

Policy Changes

We may update this privacy policy to reflect service changes or legal requirements. Updates will be posted with effective dates.