Privacy Policy

We collect various types of information to provide our financial planning services effectively:

• Personal identification information (name, address, contact details)
• Financial information relevant to planning discussions
• Communication records from consultations and correspondence
• Website usage data and technical information

We use your personal information for the following purposes:

• Providing financial planning consultations and analytical reviews
• Communicating about your subscription and service updates
• Improving our services and developing new features
• Complying with legal and regulatory requirements

We process your personal data based on several legal grounds:

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

We use cookies and similar technologies to enhance your experience:

We may share your information in limited circumstances:

• With service providers who assist in delivering our services
• When required by law or regulatory authorities
• With your explicit consent for specific purposes

We implement comprehensive security measures to protect your personal information, including encryption, access controls, and regular security assessments. However, no online service can guarantee absolute security, and you should take appropriate precautions when sharing sensitive information.

Under UK data protection law, you have several important rights:

• Access your personal data and understand how it's processed
• Request correction of inaccurate or incomplete information
• Request deletion of your personal data in certain circumstances
• Object to processing based on legitimate interests
• Request restriction of processing in specific situations
• Data portability for information you've provided

We retain personal information only as long as necessary to provide our services, comply with legal obligations, and resolve disputes. Consultation records are typically maintained for seven years, while marketing data may be retained for shorter periods based on your preferences.

Our services are intended for adults aged 18 and over. We do not knowingly collect personal information from minors without parental consent.

18+ only

We may update this privacy policy periodically to reflect changes in our practices, technology, or legal requirements. We will notify you of significant changes through email or website notices.

For privacy-related questions or to exercise your data rights, please contact us: