Privacy Policy

Last Updated: June 19, 2026

Introduction

This privacy policy explains how we collect, use, and protect your personal information when you use our financial consulting services or visit our website.

Information We Collect

Personal Information

When you request a consultation or contact us, we may collect:

• Your name and contact details
• Email address
• Financial information relevant to the requested service
• Any other information you voluntarily provide

Technical Information

When you visit our website, we may automatically collect:

• IP address and browser type
• Pages visited and time spent on site
• Referring website addresses
• Cookie data (subject to your consent)

How We Use Your Information

We use the information we collect to:

• Provide the financial consulting services you request
• Communicate with you about your consultation
• Improve our services and website functionality
• Comply with legal obligations
• Send relevant information about our services (only with your consent)

Legal Basis for Processing

We process your personal data based on:

• Your consent when you submit a consultation request
• Contractual necessity to provide the services you request
• Our legitimate interests in operating and improving our business
• Legal obligations we must comply with

Data Sharing and Disclosure

We do not sell your personal information. We may share your data only in these circumstances:

• With service providers who assist in our operations (under strict confidentiality agreements)
• When required by law or legal process
• To protect our rights or the safety of others
• With your explicit consent

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Typically, consultation records are retained for seven years.

Your Rights

Under UK data protection law, you have the right to:

• Access the personal data we hold about you
• Request correction of inaccurate data
• Request deletion of your data in certain circumstances
• Object to processing of your data
• Request restriction of processing
• Data portability
• Withdraw consent at any time

Cookies

Our website uses cookies to enhance your experience. You can control cookie preferences through our cookie banner and your browser settings. For detailed information, see our Cookie Policy.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.

Changes to This Policy

We may update this privacy policy periodically. Changes will be posted on this page with an updated revision date. Continued use of our services after changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this privacy policy or wish to exercise your rights, please contact us at:

Email: [email protected]
Address: 42 Wellington Street, Leeds LS1 4HZ, United Kingdom