Privacy Policy

Last updated: 8 August 2025

Introduction

UK Financial Planning Ltd (“we”, “us”, or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and disclose your personal information when you use our services or visit our website.

What Information We Collect

We collect personal information that is necessary to provide you with financial advice. This may include:

• Identity Data: Name, date of birth, contact information (e.g., email address, phone number).
• Financial Data: Income, investments, financial goals.
• Sensitive Personal Data (if necessary): Health information, political opinions, religious beliefs.
• Information from Third Parties: With your consent, we may collect information from investment providers, pension providers, or your professional advisors.

How We Collect Information

We collect information in the following ways:

• Directly from you: Meetings, phone calls, or forms.
• From third parties: With your consent, we may request information from other organisations.

How We Use Your Information

We use your information to:

• Provide you with pension and retirement advice.
• Analyse your financial needs and goals.
• Ensure the suitability of our advice.
• Comply with legal and regulatory requirements.

Sharing Your Information

We will not share your information with any third party except:

• As required by law or regulation.
• With your consent (e.g., product providers).

Data Storage and Transfer

Your information may be stored outside the European Economic Area (EEA). We take steps to ensure its protection wherever it is located.

Your Rights

You have several rights regarding your personal data:

• Access: Request a copy of your information.
• Rectification: Correct any inaccurate information.
• Erasure: Request deletion of your information (subject to legal requirements).
• Restriction: Limit how your information is processed.
• Objection: Object to the processing of your information.
• Portability: Request your information in a transferable format.
• Withdrawal of Consent: You can withdraw your consent at any time for processing based on consent.

To exercise these rights, please contact our Data Protection Officer at [email protected].

Legal Basis for Processing

We primarily process your information to provide the financial advice you have requested. Some information may require your explicit consent, such as sensitive personal data.

Keeping Your Information

We will retain your information securely for as long as it is necessary to provide you with financial advice or comply with regulations.

Contact Us

If you have any questions about this Privacy Policy, please contact us at [email protected].

Changes to this Policy

We may update this Privacy Policy. We will notify you of changes by posting the new policy on our website.