Privacy Policy

We collect various types of information to provide effective financial planning consultations and maintain our subscription service.

• Personal identification information including name, address, phone number, and email address
• Financial information relevant to consultation services including asset ranges and planning objectives
• Communication records from consultations, emails, and service interactions
• Technical information including IP address, browser type, and website usage patterns

Your personal information is used exclusively to provide our financial planning consultation services and improve your experience.

• Providing personalised financial planning consultations and analytical reviews
• Communicating about your subscription and scheduling consultation appointments
• Improving our services based on client feedback and usage patterns
• Complying with legal and regulatory requirements for financial services

We process your personal data based on legitimate legal grounds under UK GDPR requirements.

Primary Legal Basis: We process your data based on contractual necessity to provide consultation services and legitimate business interests with your explicit consent

We use cookies and similar technologies to enhance your website experience and improve our consultation services.

You have comprehensive rights regarding your personal data under UK GDPR and other applicable privacy regulations.

• Access your personal data and receive copies of information we hold about you
• Correct inaccurate or incomplete personal data in our records
• Request deletion of your personal data when no longer needed for service provision
• Object to processing for marketing purposes and withdraw consent at any time
• Request data portability to transfer your information to another service provider

We implement comprehensive security measures including encryption, secure servers, and access controls to protect your personal and financial information from unauthorised access, alteration, or disclosure.

We retain personal data only as long as necessary to provide consultation services, comply with legal obligations, and resolve disputes. Financial planning records are typically retained for seven years after service termination.

We may share limited information with trusted third-party service providers who assist with website functionality, appointment scheduling, and regulatory compliance, all bound by strict confidentiality agreements.

Our financial planning services are designed for adults aged 18 and over. We do not knowingly collect personal information from individuals under 18 years of age.

18+ only

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes via email or website notice.