Privacy Policy statement
Your privacy is important to us. Please read how we handle your data.
Data collection and use
We collect only the information necessary to provide financial planning services and maintain our client relationships.
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→Contact details, such as name and email address
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→Service preferences and communication history
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→Details you share during consultations
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→Usage data from website interactions
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→Regulatory compliance information
Your data is handled securely and is not shared without your permission, except as required by law.
How we use your information
To deliver and personalise our services, improve your experience, and maintain communication with you.
We use your data to comply with regulatory requirements and ensure the security of our services.
Your data protection rights
You have the right to access, correct, delete, or transfer your data, and to restrict or object to its processing.
Right of access
Request a copy of your personal data at any time.
Right to rectification
Ask us to correct inaccurate or incomplete data.
Right to erasure
Request removal of your personal information.
Right to portability
Request your data in a portable format.
Sharing your data
We do not sell your data. Sharing only occurs with your consent or as required by UK law.
We may share data with trusted partners strictly for service delivery and regulatory compliance.
Protecting your data
All personal data is protected by industry-standard security measures and regular reviews.
We take data privacy seriously and continually update safeguards to reflect best practices.
Contact about privacy
Address: Beehive Mill, Jersey Street, Ancoats, Manchester, M4 6EH United Kingdom
Phone: +44(0)5366297248
Email: content@jacoexenara.com