Privacy Policy

Information We Collect

We collect various types of information to provide and improve our financial planning services.

• • Contact details including name, email address, phone number, and postal address
• • Financial information relevant to planning discussions, such as income ranges and planning objectives
• • Communication records from consultations, emails, and phone conversations
• • Website usage data including pages visited, time spent, and interaction patterns

How We Use Your Information

We use collected information for specific purposes related to providing our financial planning services.

• • Providing personalised financial planning consultations and discussions
• • Communicating about appointments, service updates, and relevant information
• • Improving our services based on client feedback and usage patterns
• • Complying with legal and regulatory requirements applicable to financial services

Legal Basis for Processing

We process your personal data based on several legal grounds under UK data protection law.

Primary Legal Basis: We process your data on the basis of legitimate interest for service provision and consent for marketing communications.

Information Sharing

We may share your information in limited circumstances with trusted partners and as required by law.

• • With professional advisers such as lawyers and accountants when necessary for service provision
• • With regulatory authorities when required by financial services regulations
• • With technology service providers who help us operate our website and services

Cookies and Tracking

We use cookies and similar technologies to improve website functionality and analyse usage patterns.

Detailed information is available in our Cookie Policy

Information Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction.

Your Privacy Rights

Under UK data protection law, you have several rights regarding your personal information.

• • Right to access your personal data and understand how it's processed
• • Right to correct inaccurate or incomplete personal information
• • Right to request deletion of your personal data in certain circumstances
• • Right to restrict processing of your personal data
• • Right to receive your data in a portable format
• • Right to object to processing based on legitimate interests

Data Retention

We retain personal information for as long as necessary to provide services and comply with legal obligations, typically up to seven years after service termination.

Children's Privacy

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

18+ only

Policy Changes

We may update this privacy policy periodically. Significant changes will be communicated via email or website notification before taking effect.

Contact Information

For privacy-related questions or to exercise your rights, contact our Data Protection Officer at info@xavirenolutha.com