Privacy Policy

Information We Collect

We collect information that you provide directly and data gathered automatically during your use of our services

• Contact information including name, email address, phone number, and postal address
• Financial information relevant to planning consultations, including income and asset details
• Communication records including consultation notes and correspondence history
• Technical data such as IP address, browser type, and website usage patterns

How We Use Your Information

We use your personal information for the following purposes

• Providing financial planning consultations and analytical reviews
• Communicating about your subscription and service updates
• Improving our services based on usage patterns and feedback
• Complying with legal obligations and regulatory requirements

Legal Basis for Processing

Under GDPR and UK data protection laws, we process your information based on

Data Sharing and Disclosure

We may share your information in limited circumstances

• With professional service providers who assist in delivering our consultations
• When required by law or to comply with legal processes
• With your explicit consent for specific purposes you've approved

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.

Your Privacy Rights

You have several rights regarding your personal data

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

Cookies and Tracking

Our website uses cookies to enhance functionality and user experience. Detailed information about our cookie practices is available in our Cookie Policy.

Please review our Cookie Policy for comprehensive information

Data Retention

We retain your personal information only as long as necessary to provide services and comply with legal obligations. Consultation records are typically retained for seven years after service termination.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

Changes to Privacy Policy

We may update this Privacy Policy periodically. We will notify you of significant changes via email or website notice before they take effect.

Contact Us

For questions about this Privacy Policy or to exercise your privacy rights, contact us at info@holarivenquos.com or +44 121 6395 6579.