Privacy Policy Statement

This policy explains how we collect, use, and protect your personal information when you use our financial planning subscription service. Your privacy and security are important to us.

What Information Do We Collect?

We collect information needed to provide and improve our subscription service.

• Contact details such as name, email address, and phone number for communication and support.
• Payment information to process your subscription fee securely and efficiently.
• Details about your financial planning preferences to tailor consultations and reviews.
• Usage data from our website to enhance service quality and user experience.

How Do We Use Your Information?

We use your information only for the purposes related to providing and improving the subscription service.

• To deliver planning consultations and manage your subscription.
• To communicate updates, reminders, and service information.
• To process payments and manage billing.
• To comply with legal obligations and maintain UK regulatory standards.

Legal Basis for Processing

We only process your data when there is a lawful basis under UK law.

Usually, this is to fulfil our contract with you, comply with legal duties, or with your consent for specific uses. We do not share your personal data without valid reason.

How We Share Information

We do not sell your data. We may share it in limited ways for service delivery or legal reasons.

• With trusted partners for payment processing and secure data storage, always under strict confidentiality.
• When required by law, regulation, or court order.
• With your consent, for additional services or third-party support as needed.

Data Security

We use a combination of technical and organisational measures to keep your data safe. Access to your information is restricted to authorised personnel only. We regularly review our processes to ensure ongoing compliance with UK data protection laws (including GDPR).

Your Rights

You have rights relating to your personal data under UK law.

• Request access to the information we hold about you.
• Ask for corrections if your data is inaccurate or incomplete.
• Request deletion or restriction of your information in certain circumstances.
• Object to certain uses of your data, or withdraw consent if applicable.

Cookies

We use cookies to make our website work properly and enhance your experience. You can manage your preferences at any time.

See cookie policy See cookie policy

Contact Us

For questions about privacy or your data, please use the contact details below.

Changes to This Policy

We may update this privacy policy from time to time. Changes will be posted on this page with the new effective date.