Privacy Policy

Information We Collect

We collect several types of information to provide and improve our services

• • Contact information including name, email address, phone number, and postal address
• • Financial information such as income ranges, asset levels, and financial goals for consultation purposes
• • Usage data including pages visited, time spent on site, and interaction with our content
• • Technical information such as IP address, browser type, and device information for security and functionality

How We Use Your Information

Your information is used for legitimate business purposes related to our financial planning services

• • Providing personalized financial planning consultations and ongoing support services
• • Communicating with you about appointments, service updates, and relevant financial information
• • Improving our website functionality and developing new features based on user behavior
• • Complying with legal obligations and maintaining accurate business records

Legal Basis for Processing

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

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

How We Share Your Information

We do not sell your personal information and only share it in specific circumstances

• • With service providers who assist in delivering our services, subject to strict confidentiality agreements
• • When required by law or to respond to legal processes such as court orders or regulatory requests
• • To protect our rights, property, or safety, or the rights and safety of our clients or others

Data Security and Protection

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Your Data Protection Rights

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

• • Right to access your personal data and receive information about how we process it
• • Right to rectify inaccurate or incomplete personal information
• • Right to erase your personal data in certain circumstances
• • Right to restrict processing of your personal data under specific conditions
• • Right to object to processing based on legitimate interests, particularly for marketing purposes

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance functionality and analyze usage patterns. These help us provide better service and understand user preferences.

For detailed information about our cookie usage, please review our Cookie Policy Cookie Policy

Data Retention Periods

We retain your personal information only as long as necessary to provide services, comply with legal obligations, and resolve disputes. Client consultation records are typically retained for seven years after service completion.

Changes to This Privacy Policy

We may update this Privacy Policy occasionally to reflect changes in our practices or legal requirements. We will notify you of significant changes by email or through our website.

Contact Information for Legal Matters

If you have questions about this Privacy Policy or wish to exercise your data protection rights, please contact us at contact@draloventhisqa.com or +44 206-282-290.