Privacy commitment statement

Your trust is important to us. This policy explains how we safeguard and use your personal information through our subscription-based financial planning service.

Information we collect

We collect only what is necessary for our ongoing relationship and fulfilling your subscription.

• Basic account details (name, contact information, address) for service setup and communication.
• Professional background and relevant financial context requested for planning purposes.
• Records of subscription usage, meeting notes, and support queries for quality assurance.
• Technical information (browser type, device, location) for site analytics and security.

How your information is used

We use your data to provide, improve, and personalise your subscription experience.

• Deliver the consultative planning service you request each month.
• Manage secure access, appointment scheduling, and communication.
• Improve our offerings based on anonymous analytics and client feedback.
• Ensure compliance with UK financial regulations and client safety.

Legal data grounds

We act in accordance with UK law regarding personal information.

The legal grounds for handling your data are consent, contractual necessity, and legitimate interest. We never sell your details to third parties.

Sharing your data

We do not share data beyond what is needed for operations or legal compliance.

• Service partners receive only necessary data to process monthly billing or facilitate secure appointment scheduling.
• No marketing data sharing with third parties occurs.
• Data may be disclosed if required by law or to protect client interests in accordance with regulations.

Data security

Your personal information is securely stored with technical and organisational safeguards in place. Access is limited to accredited personnel involved in managing your subscription. We take appropriate steps to ensure that security is regularly reviewed and improved where possible.

Your rights

You have clear control over your information. This includes:

• Requesting access or corrections to your personal records.
• Requesting deletion subject to legal and operational requirements.
• Withdrawing consent for non-essential data processing.
• Raising concerns with UK regulatory authorities if necessary.

Cookies and tracking

Our website uses cookies to improve experience and monitor usage. See our Cookie Policy for details.

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Contact us

To exercise your rights or ask privacy questions, contact us below.

Privacy policy changes

If we make significant updates about how we use your data, we’ll notify you on this page or by email. Please check regularly.