Privacy Policy

Information We Collect

We collect the following types of information:

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to planning consultations including income, expenses, and financial goals
• Communication records including consultation notes, emails, and support interactions
• Technical data such as IP address, browser type, and website usage patterns

How We Use Your Information

We process your personal information for the following purposes:

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

Legal Basis for Processing

We process your personal data based on the following legal grounds:

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

Information Sharing

We may share your information in limited circumstances:

• With service providers who help deliver our subscription service
• When required by law or regulatory authorities
• With your explicit consent for specific purposes

Cookies and Tracking

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

For detailed information, please see our Cookie Policy Cookie Policy

Data Security

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

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations, typically for 7 years after your subscription ends.

Your Privacy Rights

Under applicable data protection laws, you have the following rights:

• Right to access your personal data and receive a copy
• Right to correct inaccurate or incomplete information
• Right to request deletion of your personal data
• Right to receive your data in a portable format
• Right to object to certain types of data processing

Children's Privacy

Our services are designed for adults aged 18 and over. We do not knowingly collect personal information from children under 18.

Policy Changes

We may update this privacy policy to reflect changes in our practices or legal requirements. We will notify you of significant changes via email or website notice.

Contact Information

For questions about this privacy policy or to exercise your rights, please contact our privacy team.