Privacy Policy

We respect your privacy and are committed to protecting your personal data. This policy explains how we collect, use, and safeguard your information.

Information We Collect

We collect the following types of personal information:

• Contact details including name, email address, and phone number
• Financial information relevant to our consultation services
• Communication records and consultation notes
• Website usage data through cookies and analytics tools

How We Use Your Information

We process your personal data for the following purposes:

• Providing personalised financial planning consultations
• Communicating with you about our services
• Improving our website and service quality
• Complying with legal and regulatory obligations

Legal Basis for Processing

We process your personal data based on the following legal grounds:

Primary Legal Basis: We process your data on the basis of consent for marketing communications and legitimate interest for service delivery.

Data Sharing

We may share your personal information in the following circumstances:

• With regulatory authorities when required by law
• With professional service providers who assist in delivering our services
• With your explicit consent for specific purposes

Data Security

We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction.

Your Privacy Rights

Under applicable data protection laws, you have the following rights:

• Right to access your personal data and receive a copy
• Right to correct inaccurate or incomplete data
• Right to request deletion of your personal data
• Right to receive your data in a portable format
• Right to object to certain types of data processing

Cookies and Tracking

We use cookies and similar technologies to enhance your browsing experience and analyse website performance.

For detailed information, please see our Cookie Policy Cookie Policy

Data Retention

We retain your personal data for as long as necessary to fulfil the purposes outlined in this policy or as required by applicable laws and regulations.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

Policy Changes

We may update this privacy policy from time to time. Significant changes will be communicated through email or prominent website notices.

Contact Information

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