Privacy Policy

We collect information necessary to provide our financial planning subscription services effectively and comply with regulatory requirements

• Personal identification information (name, address, phone number, email)
• Financial information relevant to planning consultations
• Communication records and service interaction history
• Technical data from website usage and cookies

Your personal data is used exclusively for legitimate business purposes related to our financial planning services

• Providing personalised financial planning consultations and analytical reviews
• Communicating about your subscription and service updates
• Complying with legal and regulatory requirements
• Improving our services through analysis and feedback

We process your personal data based on several legal grounds under UK data protection law

Primary Legal Basis: We process your data on the basis of contract performance and legitimate business interests

Our website uses cookies to enhance functionality and analyse usage patterns. You can control cookie preferences through our cookie settings.

Under UK data protection law, you have several rights regarding your personal information

• Right to access your personal data and understand how it's processed
• Right to correct inaccurate or incomplete information
• Right to request deletion of your personal data in certain circumstances
• Right to restrict or object to certain types of data processing
• Right to data portability for information you've provided to us

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

We retain personal data only as long as necessary for the purposes outlined in this policy or as required by law. Financial services regulations require us to maintain certain records for specified periods, typically seven years after the end of our business relationship.

We do not sell your personal data to third parties. We may share information with trusted service providers who assist in delivering our services, such as payment processors and IT support providers, always under strict confidentiality agreements.

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children without proper parental consent.

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. Material changes will be communicated through our website or directly to subscribers.