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Privacy Policy

Privacy Policy Overview

This Privacy Policy outlines how we handle personal data in relation to our financial planning services.

Terms of Service Contact
Effective Date
As stated in this policy
Scope
All users of our services
Questions?
Contact
User Rights

User Rights

These rights include access, rectification, and deletion of personal data under certain conditions.

Users have specific rights regarding their personal data, subject to applicable laws.
Requests

Exercising Your Rights

We will respond to rights requests in accordance with applicable legal timeframes and requirements.

Requests to exercise rights should be submitted through the designated contact methods.
Data Retention

Data Retention Practices

Data retention periods are determined based on legal requirements and business needs.

We retain personal data only as long as necessary to fulfill the purposes outlined in this policy.
Policy Updates

Policy Updates

Updates to this policy will be communicated via our website or direct notifications as necessary.

We will notify users of significant changes to this policy through appropriate communication channels.

Contact Information

Email
[email protected]
Phone
+44 29 1131 7843
Address
1 Arundel Street, Manchester, M15 4JE
General Inquiries
For privacy-related inquiries, please refer to the contact details provided in this section.
Contact Page

Privacy data overview

How data is collected and how cookies operate

This section outlines the categories of personal information we collect, where that information comes from, the types of cookies used on the site, and the controls available to users.

Data collected

Data Collection Practices

We collect personal data such as name, contact information, and financial details to provide tailored financial advice and services.

The categories of data collected depend on user interactions with our financial planning services.
Sources of information

Sources of Data

We gather personal data from users when they register, submit inquiries, or engage with our financial planning tools.

Data is obtained directly from users through forms and interactions on our website.
Cookie categories

Types of Cookies Used

Essential cookies are necessary for website functionality, while performance cookies help us understand user behavior.

Cookies may be categorized as essential, performance, or functionality cookies.
Cookie controls

Cookie Management

Cookies are used to enhance user experience and analyze website traffic, with options to accept or decline them.

Users can manage cookie preferences through their web browser settings at any time.

Purposes of Data Processing

We use personal data to enhance user experience and improve our financial planning offerings.

Personal data is processed for purposes including service delivery, customer support, and compliance.

Data Sharing with Third Parties

We may share personal data with service providers who assist in delivering our financial planning services.

Any third parties with whom we share data are required to uphold confidentiality and data protection standards.

Legal Disclosures

Disclosure may occur in response to lawful requests from governmental authorities.

We may disclose personal data to comply with legal obligations or protect our rights.