Privacy Policy

Personal Information

• • Contact information (name, email address, phone number, postal address)
• • Financial information relevant to consultation services
• • Communication preferences and consultation history
• • Technical information (IP address, browser type, device information)

• • Providing personalised financial consultation services
• • Communicating with you about your consultation sessions and services
• • Improving our services and website functionality
• • Complying with legal and regulatory requirements
• • Sending service updates and relevant information with your consent

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

Primary Legal Basis: We process your data based on contract performance for our consultation services and legitimate interest for service improvement, with explicit consent for marketing communications.

We may share your information in the following circumstances:

• • With service providers who assist in delivering our consultation services
• • When required by law or to comply with regulatory requirements
• • With your explicit consent for specific purposes

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

Under UK GDPR, you have the following rights regarding your personal data:

• • Right to access your personal information and receive a copy
• • Right to correct inaccurate or incomplete information
• • 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
• • Right to withdraw consent for marketing communications

We use cookies and similar technologies to improve your website experience and understand how our services are used.

For detailed information about our cookie usage, please see our Cookie Policy. Cookie Policy

We retain your personal information only as long as necessary to provide our services, comply with legal obligations, and resolve disputes. Consultation records are typically retained for 7 years in accordance with financial services regulations.

Our services are designed for adults and 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 applicable laws. Significant changes will be communicated through email or prominent website notices.

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us using the information below.