Privacy Policy

Information We Collect

We collect various types of information to provide and improve our services

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to planning consultations and service delivery
• Communication preferences and interaction history with our services
• Technical information such as IP address, browser type, and website usage data

How We Use Your Information

We use your personal information for the following purposes

• Providing financial planning consultations and related services
• Communicating with you about appointments, updates, and service information
• Improving our services and website functionality based on user feedback
• Complying with legal and regulatory requirements in the financial services sector

Legal Basis for Processing

We process your personal data based on the following legal grounds

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

How We Share Your Information

We may share your information in limited circumstances

• With regulatory authorities when required by law or professional obligations
• With trusted service providers who assist in delivering our services under strict confidentiality agreements
• In the event of business restructuring or sale, subject to confidentiality requirements

Data Security

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

Your Privacy Rights

You have several rights regarding your personal information

• Right to access your personal data and receive information about how it's processed
• Right to rectification of inaccurate or incomplete personal information
• Right to erasure of your personal data under certain circumstances
• Right to restrict processing of your data in specific situations
• Right to withdraw consent for processing based on consent

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and analyse usage patterns.

For detailed information, please see our Cookie Policy

Data Retention

We retain your personal information only for as long as necessary to fulfil the purposes for which it was collected and comply with legal obligations.

Children's Privacy

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

Changes to This Policy

We may update this privacy policy to reflect changes in our practices or legal requirements, with notice provided through our website.

Contact Information

For questions about this privacy policy or your personal data, please contact us