Privacy Policy

Information Collection and Use

When you use our services or contact us through our website, we collect certain personal information to provide and improve our financial management services. This information includes your name, email address, and details about the services you're interested in.

We collect this information directly from you when you submit forms on our website or communicate with us via email. The data is used solely for the purpose of responding to your inquiries, scheduling consultations, and providing the services you request.

Types of Information Collected

We collect and process the following categories of personal information:

• Contact information including name and email address
• Service preferences and selected consultation types
• Communication records including email correspondence
• Technical information such as browser type and IP address when you visit our website

How We Use Your Information

Your personal information is used for the following purposes:

• Responding to your service inquiries and consultation requests
• Scheduling and conducting financial management consultations
• Providing the specific services you have requested
• Sending administrative information related to your service engagement
• Improving our website functionality and user experience
• Complying with legal obligations and regulatory requirements

Data Storage and Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Your data is stored securely and access is limited to authorized personnel who require it to perform their duties.

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements.

Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With your explicit consent
• When required by law or to respond to legal processes
• With service providers who assist in operating our website or conducting our business, under strict confidentiality agreements
• To protect our rights, property, or safety, or that of our clients or others

Your Rights

Under applicable data protection laws, you have certain rights regarding your personal information:

• The right to access the personal information we hold about you
• The right to request correction of inaccurate or incomplete information
• The right to request deletion of your personal information
• The right to restrict or object to our processing of your information
• The right to data portability
• The right to withdraw consent where processing is based on consent

To exercise any of these rights, please contact us at [email protected]. We will respond to your request within the timeframes required by applicable law.

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance user experience. For detailed information about our use of cookies, please refer to our Cookies Policy.

Third-Party Links

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

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us so we can take appropriate action.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. We will notify you of any material changes by posting the updated policy on our website with a revised effective date.

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

Contact Information

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

Email: [email protected]
Address: 42 Lever Street, Northern Quarter, Manchester M1 1FN, United Kingdom