Privacy Policy

1. Information We Collect

We may collect and process the following types of personal information:

• Contact information (name, email address, phone number, postal address)
• Professional information (job title, company name, industry)
• Financial information necessary for providing our services
• Website usage data and analytics information
• Communications you send to us
• Information provided when completing forms on our website

2. How We Use Your Information

We use your personal information for the following purposes:

• To provide and improve our financial consulting services
• To communicate with you about our services and respond to your inquiries
• To send you updates, newsletters, and marketing communications (if you've opted in)
• To comply with legal and regulatory obligations
• To protect our rights, property, and safety, or the rights, property, and safety of others

3. Legal Basis for Processing

We process your personal information based on one or more of the following legal grounds:

• Your consent
• Performance of a contract with you
• Compliance with legal obligations
• Our legitimate business interests

Where we rely on your consent, you have the right to withdraw consent at any time.

4. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including:

• Providing services you have requested
• Complying with legal, tax, accounting, or regulatory requirements
• Resolving disputes and enforcing our agreements

When personal information is no longer needed, we securely delete or anonymize it.

5. Data Security

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

• Secure network infrastructures with encryption
• Access controls and authentication procedures
• Regular security assessments and testing
• Staff training on data protection and security

However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Sharing Your Information

We may share your personal information with:

• Our employees and contractors who need access to provide our services
• Professional advisors and consultants
• Service providers who process data on our behalf
• Regulatory authorities, law enforcement agencies, or others if required by law

We require all third parties to respect the security of your personal data and to treat it in accordance with the law.

7. Your Rights

Under applicable data protection laws, you may have the following rights:

• Access your personal information
• Correct inaccurate or incomplete information
• Request deletion of your personal information
• Object to or restrict processing of your information
• Request transfer of your information
• Withdraw consent where processing is based on consent

To exercise these rights, please contact us using the details provided at the end of this policy.

8. International Transfers

Your personal information may be transferred to and processed in countries outside the UK or European Economic Area (EEA). When we transfer your personal information outside the UK or EEA, we ensure a similar degree of protection by implementing appropriate safeguards, such as:

• Standard contractual clauses approved by the European Commission
• Ensuring recipient countries have adequate data protection laws
• Obtaining your explicit consent for the transfer

9. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your personal information, please contact us at: