Privacy Policy

Introduction

This Privacy Policy explains how Dralithaveno collects, uses, and protects your personal information when you use our website and services. We're committed to being transparent about our data practices and respecting your privacy rights under applicable laws including UK GDPR.

Information We Collect

We collect information you provide directly to us and information automatically gathered when you use our services:

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to our planning consultations and service delivery
• Communication records including emails, phone calls, and consultation notes
• Technical data such as IP address, browser type, and website usage patterns

How We Use Your Information

We process your personal data for the following purposes:

• Providing financial planning consultations and personalised advice services
• Communicating with you about appointments, updates, and service-related matters
• Improving our services through analysis of client feedback and usage patterns
• Complying with legal obligations and regulatory requirements in the financial services sector

Legal Basis for Processing

Under UK GDPR, we process your personal data based on the following legal grounds:

Primary Legal Basis: We process your data based on legitimate interest for service provision and contractual necessity for client relationships

How We Share Your Information

We may share your information in limited circumstances:

• With trusted service providers who assist in delivering our services, bound by strict confidentiality agreements
• When required by law, regulation, or legal process, including FCA reporting requirements
• To protect our rights, property, or safety, or that of our clients or the public

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. This includes encryption, secure servers, and regular security assessments.

Your Privacy Rights

Under UK GDPR, you have several rights regarding your personal data:

• Right of access - request copies of your personal data
• Right to rectification - request correction of inaccurate personal data
• Right to erasure - request deletion of your personal data in certain circumstances
• Right to restrict processing - request limitation of how we use your data
• Right to data portability - request transfer of your data to another service provider

Cookies and Tracking

We use cookies and similar technologies to enhance your browsing experience and understand how our website is used.

For detailed information about our cookie practices, please see our Cookie Policy Cookie Policy

Data Retention

We retain your personal data for as long as necessary to provide our services and comply with legal obligations. Typically, client records are kept for 6 years after the end of our business relationship, in line with FCA requirements.

Children's Privacy

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

Dralithaveno financial planning logo: Dralithaveno financial planning logo

Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be communicated through our website or direct notification. The current version is always available on this page.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us: