Privacy Policy & Data Protection

Your privacy and data security are important. This policy outlines how we collect, store, and use your information, remaining fully compliant with UK GDPR and data standards.

What Data We Collect

We only collect what is necessary to deliver and improve our services and comply with regulations.

• Personal identification details, such as name, address, and contact information provided via our website forms.
• Correspondence history, including emails and notes from conversations relevant to your planning needs.
• Information needed for regulatory compliance, such as document verification data where required.
• Technical data, like IP addresses and device/browser details for site security and analysis.

How We Use Information

Your data is used exclusively for service delivery, communication, and compliance—never for unauthorised marketing.

• To respond to your enquiries and provide tailored recommendations as part of our planning service.
• To maintain records for regulatory and audit purposes as legally required.
• To contact you about your appointments, reviews, or relevant service updates.
• To analyse website performance, improve user experience, and enhance cyber security measures.

Lawful Basis For Processing

We process personal data based only on lawful grounds under GDPR and related laws.

Processing is necessary for service delivery, compliance with our legal obligations, or based on your explicit consent where required. We never sell your information.

Sharing Information

Your data is shared only with trusted third parties essential to service delivery or where legally mandated.

• Authorised service providers who support our technology infrastructure or assist our advisors, bound by confidentiality agreements.
• Regulatory bodies or legal authorities if required by law or in response to official requests.
• In events such as business transfers, where clients are fully informed in advance and rights are preserved.

Data Security

We use secure encryption and access controls to keep information confidential. Regular audits, staff training, and strong password protections are in place. All sensitive data is stored only in UK or EU-compliant data centres. Access is strictly limited to staff who need it for legitimate service activities.

Your Rights

You have full rights under UK GDPR, including access, correction, and erasure of your data at any time.

• Request access to the personal data we hold about you, free of charge.
• Request correction if any information we hold is incomplete or inaccurate.
• Request that we erase your data—subject to any continuing legal obligations.
• Request to restrict, object to, or receive your data for transfer as allowed by law.

Cookie Use

Cookies help evaluate site functionality and personalise your experience. You can manage or delete cookies via your browser settings as outlined in our Cookie Policy.

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Contact Details

You are welcome to contact us at any time for privacy concerns, rights requests, or more information.

Privacy Policy Changes

We may occasionally update this policy. Updates will be posted here with the latest revision date for your reference.