Privacy Policy

Information We Collect

We collect information necessary to provide professional financial planning consultations

• Contact details including name, email address, and phone number
• Financial information relevant to planning consultations and goal setting
• Communication preferences and consultation scheduling information
• Website usage data and interaction patterns for service improvement

How We Use Your Information

Your information is used exclusively for providing and improving our financial planning services

• Conducting monthly financial planning consultations and follow-up communications
• Scheduling appointments and sending service-related notifications
• Improving our service delivery based on client feedback and usage patterns
• Complying with regulatory requirements and maintaining professional standards

Legal Basis for Processing

We process your personal information based on the following legal grounds

Information Sharing

We share your information only in limited circumstances

• With professional service providers who assist in delivering our financial planning services
• When required by law or regulatory authorities for compliance purposes
• With your explicit consent for specific purposes you have approved

Data Protection Measures

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction

Your Privacy Rights

You have several rights regarding your personal information

• Request access to personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information in certain circumstances
• Request transfer of your data to another service provider
• Object to processing of your information for direct marketing purposes

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and analyze usage patterns

See our Cookie Policy for detailed information about our cookie usage Cookie Policy

Data Retention

We retain your personal information only as long as necessary for service delivery and regulatory compliance requirements

Children's Privacy

Our services are designed for adults and we do not knowingly collect personal information from individuals under 18 years of age

Policy Updates

We may update this privacy policy periodically and will notify you of significant changes through our website or direct communication

Questions About This Disclaimer

For questions about this privacy policy or to exercise your privacy rights, please contact our privacy team using the information below