Privacy Policy

Information We Collect

We collect several types of information to provide our services effectively:

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to planning consultations and service delivery
• Communication records and consultation notes for service improvement
• Website usage data and technical information for platform optimisation

How We Use Your Information

Your personal information is used for the following purposes:

• Providing monthly financial planning consultations and related services
• Communicating about your subscription, appointments, and service updates
• Improving our services based on feedback and usage patterns
• Complying with legal and regulatory requirements in financial services

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 and legitimate interest for service provision

Data Sharing

We may share your information in limited circumstances:

• With professional service providers who assist in delivering our services
• When required by law, regulation, or legal proceedings
• With your explicit consent for specific purposes you have approved

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 the personal data we hold about you
• Right to correct any inaccurate or incomplete information
• Right to request deletion of your personal data in certain circumstances
• Right to restrict or object to processing of your data
• Right to data portability where technically feasible

Cookies and Tracking

Our website uses cookies to enhance your browsing experience and provide personalised services.

For detailed information about our cookie usage, please refer to our separate Cookie Policy. Cookie Policy

Data Retention

We retain your personal information only for as long as necessary to provide services and comply with legal obligations, typically no longer than 7 years after service completion.

Third-Party Websites

Our website may contain links to third-party sites. We are not responsible for their privacy practices and recommend reviewing their policies before providing information.

Children's Privacy

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

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Policy Updates

We may update this privacy policy to reflect changes in our practices or legal requirements. Updated versions will be posted on our website with revision dates.

Contact Information

For privacy-related questions or to exercise your rights, please contact our Data Protection Officer using the details provided in our contact section.