Your privacy is important to us. This notice explains how we collect, use, and protect your personal information in line with current UK laws and best practices.

What We Collect

We collect only necessary information to provide our planning services and respond to your enquiries.

• Personal identification, such as your name, contact details, and location information for communication and account creation.
• Service-related data, including the nature of your request or reason for contacting us, as well as meeting preferences.
• Any additional details you provide voluntarily during communications or consultations.
• Technical information, such as IP addresses and browser data, for security and analytics purposes.

How We Use Data

Your information supports the delivery of our services and the enhancement of your client experience.

• To respond to your requests and arrange meetings based on your preferences.
• To manage and deliver financial planning and related administrative activities.
• To improve website features, security, and user experience through analytics.
• To meet our legal and regulatory obligations as required by UK law.

Our Legal Basis

All data collection and use complies with UK data protection regulations and industry standards.

We process your information under legitimate interest—fulfilling your requests—while upholding data minimisation and privacy safeguards. Your data is never sold or used for unrelated purposes.

Sharing Your Data

We do not sell or rent personal information, and share it only in specific circumstances.

• With internal staff or partners as needed to provide our services, always applying strict confidentiality.
• If required by legal or regulatory authorities for compliance or safety reasons.
• With secure service providers (e.g., IT support) following UK data protection rules and contractual safeguards.

Data Security

We protect your data with industry-standard encryption, access controls, and staff training on privacy. All electronic and paper records are safeguarded against unauthorised access or loss. Data retention is limited to necessary duration only.

Your Privacy Rights

You have certain rights regarding your data, including access, updates, and deletion, where applicable by law.

• Request access to your personal information and receive a copy where feasible.
• Ask for corrections if any of your information is inaccurate or out of date.
• Request deletion or restriction of your data based on legal grounds or withdrawal of consent.
• Object to the use of your information or request data portability where relevant.

Cookie Use

We use cookies to support site functionality and understand usage. Full details are available in our Cookie Policy.

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Contact Us

For privacy concerns or questions, please contact our data protection officer using the details below.

Policy Updates and Changes

We update this policy as needed. Major changes are posted on our site, with the latest version always shown here.