Privacy Policy

Last Updated: August 18, 2025

Learn more about how we collect, use, and protect your personal information when you use our financial planning consultation services. Your privacy is important to us, and we're committed to being transparent about our data practices.

Information We Collect

We collect information you provide directly to us and some information automatically when you use our services

Personal Information

• Name, email address, and phone number when you contact us
• Financial information you share during consultations for planning purposes
• Communication preferences and consultation scheduling details
• Payment information processed securely through our payment providers

Usage Data

We automatically collect certain information about your website visits, including pages viewed, time spent on our site, and general location information to improve our services.

How We Use Your Information

We use the information we collect for several specific purposes

• Providing personalized financial planning consultation services
• Communicating with you about appointments, services, and relevant updates
• Improving our website functionality and user experience
• Processing payments and maintaining subscription services
• Complying with legal obligations and maintaining business records

Legal Basis for Processing

Under UK data protection law, we process your information based on the following legal grounds

Data Sharing and Disclosure

We may share your information in limited circumstances

• With trusted service providers who help us operate our business, under strict confidentiality agreements
• When required by law or to protect our rights and comply with legal obligations
• With your explicit consent for specific purposes you've approved

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure servers, and regular security assessments.

Data Retention

We retain your personal information only as long as necessary to provide our services and comply with legal obligations. Consultation records are typically kept for seven years, while website usage data is retained for shorter periods.

Your Rights

You have several rights regarding your personal information

• Access your personal data and receive a copy of information we hold about you
• Correct inaccurate or incomplete personal information
• Delete your personal information in certain circumstances
• Object to or restrict processing of your personal data
• Withdraw consent where we rely on consent for processing

Cookies and Tracking

We use cookies and similar technologies to enhance your browsing experience and understand how our website is used.

For detailed information, please see our Cookie Policy

Children's Privacy

Our services are designed for adults aged 18 and older. We do not knowingly collect personal information from children under 18. If we discover we have collected such information, we will delete it promptly.

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Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices or applicable laws. We will notify you of material changes by posting the updated policy on our website with a revised effective date.

Questions About Our Services

If you have questions about this privacy policy or wish to exercise your rights, please contact us using the details provided in our contact section.