Privacy Policy

Last Updated: June 19, 2026

Introduction

This privacy policy explains how we collect, use, store, and protect personal information provided through our website and services. We are committed to maintaining the confidentiality and security of your data in accordance with applicable data protection legislation, including the UK General Data Protection Regulation and the Data Protection Act 2018.

Information We Collect

We collect information that you provide directly to us when you:

• Request consultations or services through our website forms
• Communicate with us via email or other channels
• Engage our services and provide financial information during consultations

This information may include your name, email address, contact details, and any additional information you choose to provide in consultation requests or communications.

How We Use Your Information

We use collected information for the following purposes:

• To respond to consultation requests and schedule appointments
• To provide financial management services you have requested
• To communicate with you about your inquiries and service arrangements
• To maintain records of our professional relationship as required by regulatory obligations
• To improve our website and service offerings based on user interactions

Legal Basis for Processing

We process personal data on the following legal bases:

• Consent: When you voluntarily submit information through forms or communications
• Contractual necessity: To fulfill service agreements and professional obligations
• Legitimate interests: To operate our business, respond to inquiries, and improve services
• Legal obligations: To comply with financial services regulations and record-keeping requirements

Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law or professional regulations. Consultation requests and correspondence are typically retained for six years following last contact, in accordance with financial services industry standards.

Information Sharing and Disclosure

We do not sell, rent, or trade personal information to third parties. We may share information in the following limited circumstances:

• With service providers who assist in website operations, subject to confidentiality obligations
• When required by law, court order, or regulatory authority
• To protect our rights, property, or safety, or that of others

Data Security

We implement appropriate technical and organizational measures to protect personal information against unauthorized access, alteration, disclosure, or destruction. These measures include secure data storage, access controls, and regular security assessments. However, no internet-based system can be completely secure, and we cannot guarantee absolute security of transmitted information.

Your Rights

Under data protection legislation, you have the following rights:

• Access: Request copies of your personal data
• Rectification: Request correction of inaccurate or incomplete information
• Erasure: Request deletion of personal data under certain circumstances
• Restriction: Request limitation of processing in specific situations
• Portability: Receive your data in a structured, commonly used format
• Objection: Object to processing based on legitimate interests
• Withdrawal of consent: Withdraw previously given consent at any time

To exercise these rights, please contact us at [email protected]. We will respond to requests within one month of receipt.

Cookies and Tracking Technologies

Our website uses cookies to enhance user experience and analyze site usage. For detailed information about our cookie practices, please refer to our Cookies Policy.

Third-Party Links

Our website may contain links to external sites not operated by us. We have no control over the content, privacy policies, or practices of third-party sites and accept no responsibility for them. We encourage you to review the privacy policies of any external sites you visit.

Children's Privacy

Our services are not directed to individuals under the age of eighteen, and we do not knowingly collect personal information from children. If we become aware that we have inadvertently collected data from a child, we will take steps to delete such information promptly.

Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. Updates will be posted on this page with a revised "Last Updated" date. We encourage you to review this policy regularly to stay informed about how we protect your information.

Contact Information

If you have questions, concerns, or requests regarding this privacy policy or our data practices, please contact us at:

Email: [email protected]
Address: 47 Granby Street, Leicester, LE1 6FB, United Kingdom

Complaints

If you believe we have not handled your personal data appropriately, you have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK's supervisory authority for data protection matters. Visit www.ico.org.uk for more information.