Privacy Policy

Introduction

At Ivandrosqueti Financial Planning, we respect your privacy and are committed to protecting your personal data. This privacy policy explains how we collect, use, and safeguard your information when you use our services.

Information We Collect

We collect information that you provide directly and information gathered automatically through your use of our services:

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to planning consultations and service delivery
• Communication records including emails, phone calls, and consultation notes
• Website usage data including IP address, browser type, and page interactions

How We Use Your Information

We process your personal data for the following legitimate business purposes:

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

Legal Basis for Processing

We process your personal data based on several legal grounds under UK GDPR:

Primary Legal Basis: We process your data on the basis of contractual necessity and legitimate business interests

• Contractual necessity for providing our subscription services to you
• Legitimate interests in operating our business and improving service quality

Data Sharing and Disclosure

We may share your information in limited circumstances:

• With professional service providers who assist in delivering our services
• When required by law, regulation, or legal process
• With your explicit consent for specific purposes you have approved

Data Security

We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. However, no internet-based system is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal data only for as long as necessary to fulfil the purposes outlined in this policy, comply with legal obligations, and resolve disputes. Client records are typically retained for seven years following service termination.

Your Privacy Rights

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

• Right to access your personal data and understand how it is processed
• Right to correct inaccurate or incomplete personal information
• Right to request deletion of your data in certain circumstances
• Right to limit how we process your data in specific situations
• Right to receive your data in a portable format for transfer
• Right to object to processing based on legitimate interests

Cookies and Tracking

Our website uses cookies to enhance your browsing experience and analyse usage patterns.

For detailed information about our cookie practices, please refer to our Cookie Policy Cookie Policy

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal data from children, and if we become aware of such collection, we will take steps to delete the information promptly.

18+ only

Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices or applicable laws. We will notify you of significant changes by posting the updated policy on our website with a revised date.

Contact Us

For questions about this privacy policy or to exercise your privacy rights, please contact us at info@ivandrosqueti.com or +44 121 5741 0115.