Privacy Policy

This privacy policy explains how we collect, use, and protect your personal information when you use our financial planning subscription services and website.

Last Updated: August 9, 2025

Information We Collect

We collect information necessary to provide our financial planning services effectively

Personal Information

• • Name, email address, and contact details
• • Financial information relevant to planning consultations
• • Communication preferences and consultation history
• • Payment information for subscription processing

Usage Data

We automatically collect information about how you use our website and services, including pages visited, time spent, and technical information like browser type and IP address.

How We Use Your Information

Your information helps us provide personalised financial planning services

• • Deliver monthly financial planning consultations
• • Process subscription payments and manage your account
• • Communicate important updates about our services
• • Improve our services based on usage patterns
• • Comply with legal and regulatory requirements

Legal Basis for Processing

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

Primary Legal Basis: Contract performance for service delivery and legitimate interests for service improvement

Data Sharing and Disclosure

We may share your information in limited circumstances

• • With professional service providers who assist in delivering our services
• • When required by law or regulatory authorities
• • With your explicit consent for specific purposes
• • To protect our legal rights or prevent fraud

Data Security

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

Data Retention

We retain your personal information only as long as necessary to provide services and comply with legal obligations, typically for 7 years after service termination as required by financial regulations.

Your Privacy Rights

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

• • Access - Request copies of your personal data
• • Rectification - Correct inaccurate or incomplete information
• • Erasure - Request deletion of your data in certain circumstances
• • Restriction - Limit how we process your data
• • Data Portability - Receive your data in a structured format
• • Objection - Object to processing based on legitimate interests

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and provide personalised services.

Detailed information is available in our Cookie Policy Cookie Policy .

Children's Privacy

Our services are designed for adults aged 18 and over. We do not knowingly collect personal information from children under 18 without appropriate parental consent.

International Data Transfers

We primarily process data within the UK and EU. Any international transfers are protected by appropriate safeguards including adequacy decisions and standard contractual clauses.

Changes to This Policy

We may update this privacy policy to reflect changes in our practices or legal requirements. Significant changes will be communicated via email or website notification.

Contact Information

If you have questions about this privacy policy or wish to exercise your rights, please contact us using the information provided below.