Protecting your personal information and privacy is a key commitment of our financial planning practice. This policy outlines what data we collect, how it is used, and your rights under UK data protection law.

Information we collect

We only collect information needed to provide services and respond to your enquiries.

• Basic personal details, such as your name, address, email, and contact number are collected during your enquiry and onboarding process.
• Information about your financial circumstances is gathered in a secure and confidential manner when planning services are delivered.
• Records of communication, including emails and forms you submit, are securely stored and used to improve our service to you.
• Any data provided through our website is protected by secure technologies and never shared without a valid legal reason.

How we use your data

Your information is used solely for delivering services, improving client experience, and meeting legal obligations.

• Contacting you about your enquiry or providing requested services.
• Developing tailored financial plans and ongoing support as agreed with you.
• Supporting regulatory compliance and responding to legal requests as required by law.
• Securing and improving our systems, communications, and client documentation.

Legal basis for data use

We use your information only where allowed by law, primarily to deliver your requested service.

Processing is based on performance of a contract, a legal obligation, or your explicit consent as required under applicable regulations.

Information sharing

We never sell your details. Sharing only occurs as allowed or required by law.

• Your information may be shared with trusted advisors or legal authorities if necessary for compliance.
• Third-party IT providers with robust security measures may be involved in managing data.
• We ensure all partners uphold UK data security and confidentiality requirements.

Data security

We employ strict safeguards to protect your details, including secure technology, limited access, and regular reviews of our protection measures. Any documents or online forms are encrypted and handled with confidentiality at all stages of our process.

Your rights

You have the right to access, amend, or delete your personal data at any time as laid out by law.

• Request access to the information we hold about you and receive a copy of your data.
• Ask for corrections to incomplete or inaccurate details in your records.
• Request that we erase or restrict use of your personal information when legally permitted.
• Object to certain types of use or withdraw any consent previously given.

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Contact us

If you have any privacy-related questions or wish to discuss your personal data, please reach out using the details below.

Policy changes

We may update this policy to align with legal requirements or service changes. Please check for updates periodically.