Privacy Policy

Information We Collect

We collect information necessary to provide effective financial planning consultation:

• Contact details including name, email, phone number, and postal address
• Financial information relevant to consultation goals and current circumstances
• Communication preferences and consultation history records
• Website usage data including IP address, browser type, and page interactions

How We Use Your Information

Your personal information serves specific business purposes:

• Providing personalised financial planning consultation services and recommendations
• Communicating about appointments, follow-ups, and service improvements
• Maintaining accurate records for regulatory compliance and quality assurance
• Analysing service effectiveness and website performance for continuous improvement

Legal Basis for Processing

We process your personal data under several lawful bases:

Primary Legal Basis: We process your data based on consent for marketing communications and legitimate interest for providing consultation services and maintaining business records

Information Sharing

We share your information only in limited circumstances:

• With trusted service providers who help deliver our consultation services under strict confidentiality agreements
• When required by law, regulation, or legal proceedings involving our business operations
• With your explicit consent for specific purposes such as referrals to other professionals

Data Security Measures

We implement comprehensive security measures including encrypted data transmission, secure server storage, regular security audits, and staff training on data protection. Access to your information is restricted to authorised personnel only.

Your Privacy Rights

Under UK data protection law, you have several important rights:

• Access — request a copy of all personal information we hold about you
• Rectification — correct any inaccurate or incomplete personal data
• Erasure — request deletion of your personal data in certain circumstances
• Portability — receive your data in a machine-readable format for transfer elsewhere
• Objection — object to processing based on legitimate interests or for marketing purposes

Cookies and Tracking

We use cookies to improve website functionality and analyse usage patterns. Essential cookies are necessary for basic operations, while optional cookies enhance your experience.

For detailed information, please read our separate Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide services and meet legal obligations. Consultation records are typically kept for seven years after service completion, while marketing data is deleted within three years of last contact.

Privacy Policy Updates

We may update this privacy policy to reflect changes in our practices or legal requirements. We'll notify you of significant changes via email or prominent website notice before they take effect.

Privacy Questions and Requests

To exercise your privacy rights or ask questions about our data practices, please contact our Data Protection Officer at info@zenquarilomea.com or +44 121 7459 9458.