Privacy Policy - How We Protect Your Information

Information We Collect

We collect information necessary to provide our subscription service and improve your experience:

• Personal details including name, address, date of birth, and contact information
• Communication preferences, phone numbers, and email addresses
• Website usage data, consultation history, and service interaction patterns

How We Use Your Information

Your information helps us deliver personalised financial planning services:

• Providing monthly consultations and personalised financial planning guidance
• Communicating about your subscription, appointments, and service updates
• Improving our services and developing new features based on user feedback

Legal Basis for Processing

Under UK GDPR, we process your data based on the following legal grounds:

Primary Legal Basis: We process your data on the basis of contract performance and legitimate interests in providing financial planning services

Data Sharing and Third Parties

We do not sell your personal information to third parties. We may share data with trusted service providers who help deliver our services, such as appointment scheduling platforms or communication tools. All partners are bound by strict confidentiality agreements.

Data Security Measures

We implement robust security measures including encryption, secure servers, and regular security audits. Access to your personal information is strictly limited to authorised personnel who need it to provide your subscription service.

Your Privacy Rights

Under UK GDPR, you have several important rights regarding your personal data:

• Right to access and receive a copy of your personal data
• Right to correct inaccurate or incomplete information
• Right to request deletion of your data under certain circumstances
• Right to receive your data in a portable format or transfer it to another service

Cookies and Website Analytics

Our website uses cookies to enhance your experience and analyse usage patterns. We collect anonymised data to improve our services and website functionality.

For detailed information, please see our complete Cookie Policy Cookie Policy

Contact Our Privacy Team