Privacy Policy

Our Commitment to Your Privacy

At Fanythosprel Financial Planning, we take your privacy seriously and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and protect your data when you use our website and consultation services. We comply with UK GDPR requirements and other applicable data protection laws.

Information We Collect

We collect information that you provide directly to us and data generated through your use of our website and services

• Personal identification information including name, email address, phone number, and postal address provided through contact forms and consultation bookings
• Financial information discussed during consultations, including income details, expenses, debt obligations, and financial goals (stored securely and used solely for consultation purposes)
• Website usage data including IP address, browser type, pages visited, time spent on site, and referral sources collected through analytics tools
• Communication records including email exchanges, consultation notes, and customer service interactions maintained for quality assurance and follow-up purposes

How We Use Your Information

We process your personal data for specific, legitimate purposes related to providing and improving our services

• Delivering personalised financial planning consultations and follow-up services according to your subscription plan and individual needs
• Communicating important updates about your account, appointment scheduling, and relevant financial planning insights that may interest you
• Improving our website functionality and consultation services based on usage patterns and client feedback
• Meeting legal and regulatory requirements, including record-keeping obligations and compliance with financial services regulations

Legal Basis for Processing

We process your personal data based on several legal grounds under UK GDPR

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

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your website experience and gather analytics data

For detailed information about our cookie usage, please refer to our separate Cookie Policy Cookie Policy

When We Share Your Information

We do not sell your personal information and only share data with trusted partners under specific circumstances

• With secure third-party service providers who assist with website hosting, payment processing, and communication tools under strict data processing agreements
• When required by law, regulation, or court order, or to protect our legal rights and the safety of our clients and staff
• With professional advisers including lawyers, accountants, and insurers who require access to provide services to our business

Protecting Your Information

We implement robust security measures to protect your personal information, including encrypted data transmission, secure server hosting, regular security audits, and restricted access controls. However, no internet transmission is completely secure, and we cannot guarantee absolute security of data transmitted online.

Your Privacy Rights

Under UK GDPR and other applicable laws, you have several rights regarding your personal information

• Right to access - Request copies of the personal information we hold about you
• Right to rectification - Ask us to correct any inaccurate or incomplete personal information
• Right to erasure - Request deletion of your personal information under certain circumstances
• Right to restrict processing - Ask us to limit how we use your personal information
• Right to data portability - Request transfer of your data to another service provider in a machine-readable format

How Long We Keep Your Information

We retain personal information only as long as necessary for the purposes outlined in this policy or as required by law. Consultation records are typically kept for seven years to comply with financial services regulations, while website analytics data is anonymised after two years.

Children's Privacy

Our services are designed for adults aged 18 and over. We do not knowingly collect personal information from children under 18. If we discover we have inadvertently collected such information, we will delete it promptly.

Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal requirements. Significant changes will be communicated via email to existing clients and through prominent website notices.

Contact Information

For questions about this Privacy Policy or to exercise your privacy rights, please contact us using the details provided below