At BritFin Advisory, we are committed to protecting your privacy and ensuring transparency in how we handle your personal information. This Privacy Policy explains what data we collect, how we use it, and the measures we take to keep it secure. By using our website and services, you agree to the terms outlined in this policy.

1. Information We Collect
We collect various types of personal information to provide and improve our services. The data we collect includes:

1.1 Personal Information Provided by You
Contact details: Name, email address, phone number, and mailing address.
Financial information: If applicable, details related to financial planning, such as income range, savings goals, or pension preferences.
Communication data: Messages, inquiries, and any other information you provide when contacting us.
1.2 Automatically Collected Data
When you visit our website, we may collect information automatically, including:

Device information: IP address, browser type, operating system, and device identifiers.
Usage data: Pages visited, time spent on the site, interaction with website features.
Cookies and tracking technologies: Data collected through cookies and analytics tools (see our Cookie Policy for more details).
1.3 Third-Party Data
We may receive information from third-party sources, such as financial institutions or service providers, if necessary to offer our services.

2. How We Use Your Information
We process your data for the following purposes:

To provide our services: Personalizing financial planning solutions and offering advisory services based on your preferences.
To communicate with you: Responding to inquiries, sending updates, and providing support.
To improve our website: Analyzing website usage trends to enhance user experience.
For compliance and legal obligations: Ensuring adherence to financial regulations and data protection laws.
For security and fraud prevention: Protecting against unauthorized access, fraud, and security threats.
3. Legal Basis for Processing
We process your personal data based on the following legal grounds:

Consent: When you voluntarily provide information (e.g., subscribing to updates or filling out forms).
Legitimate interests: When processing is necessary for business operations, such as improving our services.
Contractual necessity: When we process your data to provide financial planning services.
Legal compliance: When required by financial regulations or authorities.
4. Data Sharing and Disclosure
We do not sell or rent your personal data. However, we may share your information with:

Service providers: Trusted third parties that help us deliver our services, such as IT support and analytics providers.
Regulatory authorities: When required by law, for compliance with financial regulations or legal investigations.
Business transfers: In case of a merger, acquisition, or asset sale, personal data may be transferred to new management.
All third parties are required to handle your data securely and in compliance with privacy regulations.

5. Data Security and Protection
We implement strict security measures to safeguard your personal data:

Encryption protocols: Secure storage and transmission of sensitive data.
Access control: Restricted access to personal information, ensuring only authorized personnel can handle it.
Regular security audits: Ongoing assessments to identify and mitigate potential risks.
Despite these efforts, no method of data transmission over the internet is completely secure. If you suspect a security breach, please contact us immediately.

6. Data Retention
We retain personal data only for as long as necessary to fulfill the purposes outlined in this policy:

For financial planning services: Data is stored while you are a client and for a reasonable period afterward, as required by financial regulations.
For legal compliance: Certain records may be retained to meet regulatory requirements.
For marketing purposes: Data is kept until you opt out of communications.
Once data is no longer needed, we securely delete or anonymize it.

7. Your Data Protection Rights
Under applicable data protection laws (such as the UK GDPR), you have the following rights:

Right to access: Request a copy of the personal data we hold about you.
Right to rectification: Correct any inaccurate or incomplete data.
Right to erasure: Request the deletion of your personal data in certain circumstances.
Right to restriction of processing: Limit how we process your data under specific conditions.
Right to data portability: Receive your data in a structured format for transfer to another service.
Right to object: Opt out of direct marketing and certain types of data processing.
To exercise these rights, please contact us at info@britfinadvisory.com.

8. Cookies and Tracking Technologies
We use cookies and similar technologies to enhance website functionality and improve user experience. For more details, refer to our [Cookie Policy].

9. Third-Party Links
Our website may contain links to external sites. We are not responsible for the privacy practices of third-party websites. We recommend reviewing their privacy policies before providing any personal data.

10. Policy Updates
We may update this Privacy Policy from time to time. Any significant changes will be communicated on our website. We encourage users to review this policy periodically to stay informed about how we protect their data.

11. Contact Us
If you have any questions about this Privacy Policy or your personal data, please contact us:

📍 Address: 54 Grosvenor St, Manchester M1 7EW, United Kingdom
📞 Phone: +44 161 223 2410
📧 Email: info@britfinadvisory.com