We are a financial consulting firm based in the United Kingdom, offering advisory services to individuals and businesses. Our services are regulated by applicable UK laws, including the General Data Protection Regulation (UK GDPR).
We may collect the following personal data:
Full name, email address, and phone number
Business name and contact details
Financial information (when necessary for advisory services)
IP address, browser type, device information
Messages or inquiries submitted via our contact forms
We use your information to:
Respond to inquiries and provide financial consultations
Comply with regulatory requirements (e.g., FCA or HMRC guidelines)
Improve our website and services
Send service updates or newsletters (only with consent)
All data is securely stored on UK-based or GDPR-compliant servers. We implement appropriate technical and organisational measures to protect your information from unauthorised access or disclosure.
We do not sell or rent your data. We may share your information with:
Regulatory authorities, if legally required
Service providers (e.g., secure cloud storage or CRM tools) under strict confidentiality agreements
Under the UK GDPR, you have the right to:
Access, correct, or delete your data
Withdraw consent at any time
File a complaint with the ICO (Information Commissioner’s Office)