Privacy Policy

Information We Collect

We collect information that you provide directly to us, as well as information that's automatically gathered when you use our services. This helps us provide personalized financial planning guidance and improve our platform.

Personal Information You Provide

Automatically Collected Information

How We Use Your Information

Your information enables us to deliver meaningful financial planning services tailored to your specific situation. We use this data responsibly and only for legitimate business purposes.

Data Sharing and Third Parties

We don't sell your personal information to anyone. However, we may share your data with trusted partners who help us deliver our services or when required by law.

Service Providers

We work with carefully selected companies that provide essential services like payment processing, data analytics, and customer support. These partners can only use your information to help us provide services to you.

Legal Requirements

Sometimes we must share information to comply with legal obligations, respond to court orders, or protect our rights and the safety of our users. We'll always try to give you notice when legally possible.

Your Rights and Choices

Under UK data protection law, you have several important rights regarding your personal information. We've made it straightforward to exercise these rights.

To exercise any of these rights, contact us using the details provided at the end of this policy. We'll respond within one month and won't charge a fee unless your request is clearly unfounded or excessive.

Data Security and Retention

We take data security seriously and use industry-standard measures to protect your information. Our security practices include encryption, secure servers, and regular security assessments.

Security Measures

Data Retention

We keep your personal information only as long as necessary for the purposes outlined in this policy. For financial planning clients, we typically retain data for seven years after your last interaction with us, in line with financial services regulations.

Marketing data is deleted within two years of your last engagement, unless you've specifically consented to longer retention. You can request earlier deletion of your information at any time.

International Data Transfers

While we primarily store and process your data within the UK and European Economic Area, some of our trusted service providers operate globally. When we transfer data internationally, we ensure appropriate safeguards are in place.

These safeguards include standard contractual clauses approved by UK and EU authorities, adequacy decisions recognizing equivalent protection levels, or other mechanisms ensuring your data remains protected regardless of location.

Cookies and Tracking

Our website uses cookies and similar technologies to enhance your experience and help us understand how visitors use our platform. Most cookies we use are essential for website functionality, while others help us improve our services.

Types of Cookies We Use

You can control cookie settings through your browser, though disabling certain cookies may affect website functionality. We'll respect your choices and provide alternative ways to access our services when possible.

Changes to This Policy

We review and update this privacy policy regularly to reflect changes in our practices, technology, or legal requirements. When we make significant changes, we'll notify you through email or a prominent notice on our website.

We encourage you to review this policy periodically to stay informed about how we protect your information. The "last updated" date at the top of this page shows when we most recently revised the policy.