Privacy Policy

Personal Information

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to our consultation services, provided voluntarily during sessions
• Communication preferences and service customisation choices

Usage Information

We automatically collect information about how you interact with our website and services, including pages visited, consultation booking patterns, and technical data such as IP address and browser type.

• Providing personalised financial planning consultations and analytical reviews
• Managing your subscription account and processing payments
• Communicating about appointments, service updates, and relevant financial information
• Improving our services based on usage patterns and client feedback

We process your personal data based on several legal foundations:

Primary Legal Basis: We process your data on the basis of contractual necessity and legitimate business interest

We do not sell your personal information. We may share data only in these limited circumstances:

• With service providers who help us deliver our consultation services, under strict confidentiality agreements
• When required by law or to protect our legal rights and interests
• With your explicit consent for specific purposes you have authorised

We implement robust security measures including encryption, secure servers, and regular security assessments to protect your personal information from unauthorised access, alteration, or disclosure.

Under UK data protection law, you have several important rights:

• Access your personal data and understand how we process it
• Request correction of inaccurate or incomplete information
• Request deletion of your data in certain circumstances
• Object to processing based on legitimate interests

We use cookies and similar technologies to enhance your experience and provide personalised services. Detailed information is available in our Cookie Policy.

View Cookie Policy

We retain your personal data only as long as necessary for providing services, meeting legal requirements, and resolving disputes. Active subscription data is retained during your service period plus seven years for regulatory compliance.

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

We may update this Privacy Policy to reflect changes in our services, legal requirements, or data processing practices. Material changes will be communicated through email or website notifications.

Questions about this Privacy Policy or our data practices? We're here to help.