Privacy Policy

Information Collected Automatically

• Website usage data including pages visited, time spent, and navigation patterns
• Technical information such as IP address, browser type, and device information
• Cookies and similar technologies as described in our separate cookie policy

We use your personal information for specific purposes related to providing our financial planning subscription service.

• Delivering monthly financial planning consultations and personalised guidance
• Processing payments and managing your subscription account
• Communicating about appointments, service updates, and relevant information
• Improving our services and developing new features based on client needs
• Complying with legal and regulatory requirements applicable to financial services

Under GDPR and UK data protection laws, we process your personal data based on the following lawful grounds.

We process your data based on contract performance, legitimate interests, and your explicit consent where required: Consent / Legitimate Interest

We may share your personal information in limited circumstances, always with appropriate safeguards and legal basis.

• With payment processors and technology providers who support our service delivery
• When required by law, regulation, or legal process
• With professional advisors such as lawyers and accountants for business operations
• In connection with business restructuring, provided appropriate protections are maintained

We use cookies and similar technologies to improve website functionality, analyse usage, and provide personalised experiences.

Detailed information about our cookie practices is available in our separate Cookie Policy

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

You have several rights regarding your personal information under applicable data protection laws.

• Right to access your personal data and receive a copy
• Right to correct inaccurate or incomplete information
• Right to request deletion of your data in certain circumstances
• Right to restrict or object to processing in specific situations
• Right to data portability where technically feasible
• Right to withdraw consent where processing is based on consent

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

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

We may update this privacy policy from time to time. Significant changes will be communicated through email or prominent website notices.