Privacy Policy

Introduction

This Privacy Policy explains how we collect, use, and protect your personal information when you use our financial planning consultation services.

We are committed to protecting your privacy and ensuring transparency about our data handling practices. This policy complies with UK GDPR requirements and other applicable data protection laws.

Information We Collect

We collect information you provide directly to us and certain information automatically when you use our services.

Personal Information You Provide

• Contact details including name, email address, phone number, and postal address
• Financial information discussed during consultations, including income ranges and planning objectives
• Communication preferences and consultation history records
• Payment information for subscription processing (handled by secure third-party processors)

Automatically Collected Information

We automatically collect certain technical information including IP addresses, browser types, device information, and website usage patterns to improve our services and ensure security.

How We Use Your Information

We use your personal information for the following legitimate business purposes

• Providing financial planning consultation services and maintaining client relationships
• Processing subscription payments and managing account administration
• Communicating about appointments, services, and relevant updates
• Improving our services based on feedback and usage patterns
• Complying with legal obligations and regulatory requirements

Legal Basis for Processing

Under UK GDPR, we process your data based on the following legal grounds

How We Share Information

We do not sell your personal information. We may share information only in the following limited circumstances

• With trusted service providers who assist in delivering our services (under strict confidentiality agreements)
• When required by law or to respond to legal processes
• To protect our rights, property, or safety, or that of our clients or others

Data Security

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

Data Retention

We retain personal information for as long as necessary to provide services, comply with legal obligations, and resolve disputes. Client consultation records are typically retained for seven years in accordance with financial services regulations.

Your Privacy Rights

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

• Right to access your personal data and obtain copies
• Right to correct inaccurate or incomplete information
• Right to request deletion of your data in certain circumstances
• Right to restrict processing of your data in specific situations
• Right to receive your data in a portable format
• Right to object to processing based on legitimate interests

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and analyse usage patterns.

Detailed information is available in our Cookie Policy

Third-Party Services

We use selected third-party services for payment processing, website analytics, and communication tools. These providers have their own privacy policies governing the use of your information.

Children's Privacy

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

Changes to This Policy

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

Contact Us About Cookies

For questions about this Privacy Policy or to exercise your privacy rights, please contact us at info@orinthalexa.com or +44 121 1721 4410.