Privacy Policy
Last updated: March 2024
1. Introduction
FinAdvise UK ("we," "our," or "us"), located at 30 St Mary Axe, London EC3A 8BF, is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you use our services.
2. Information We Collect
We collect information that you provide directly to us, including:
- Personal identification information (name, address, email)
- Financial information relevant to our services
- Communication preferences and history
- Investment objectives and risk tolerance
- Employment and income information
3. How We Use Your Information
We use the collected information to:
- Provide and improve our financial advisory services
- Process transactions and maintain accounts
- Send important updates about our services
- Comply with regulatory requirements
- Analyze and improve our service quality
4. Information Sharing
We may share your information with:
- Financial institutions and service providers
- Regulatory authorities when required by law
- Professional advisors and consultants
- Third-party service providers under strict confidentiality agreements
5. Data Security
We implement robust security measures including:
- Encryption of sensitive data
- Regular security assessments
- Access controls and authentication
- Employee training on data protection
6. Your Rights
Under applicable data protection laws, you have the right to:
- Access your personal information
- Request corrections to inaccurate data
- Request deletion of your information
- Object to processing of your data
- Data portability
7. Cookie Policy
We use cookies and similar technologies to:
- Improve website functionality
- Analyze user behavior
- Enhance security measures
- Personalize user experience
8. Data Retention
We retain personal information for as long as necessary to:
- Provide our services
- Comply with legal obligations
- Resolve disputes
- Enforce agreements
9. Contact Information
For privacy-related inquiries, please contact us at: