Privacy Policy

Your Privacy Matters

At vorienthalos, we take your privacy seriously and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you use our financial planning services.

We comply with applicable data protection laws, including the UK General Data Protection Regulation (UK GDPR), and are committed to maintaining the highest standards of data protection and privacy.

Information We Collect

Personal Information

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to our consultations and planning services
• Communication records including emails, phone calls, and meeting notes
• Payment information and subscription details for our services

Usage Data

• Website usage information including pages visited and time spent
• Device and browser information for security and optimisation purposes
• Cookies and similar technologies as described in our Cookie Policy

How We Use Your Information

• Providing personalised financial planning consultations and services
• Communicating with you about your subscription and appointments
• Processing payments and managing your account
• Improving our services and website functionality
• Complying with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal data based on several legal grounds under data protection law:

Lawful Basis: We process your data on the basis of consent, contractual necessity, and legitimate interest

• Contract performance: Processing necessary to provide our financial planning services
• Legitimate interests: Improving our services and communicating about relevant updates
• Legal obligation: Compliance with financial services regulations and tax requirements

Data Sharing and Disclosure

We do not sell your personal data. We may share your information only in the following limited circumstances:

• With trusted service providers who assist in delivering our services
• When required by law or to comply with legal processes
• With your explicit consent for specific purposes
• In connection with business transfers, subject to confidentiality obligations

Data Security

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

While we take data security seriously, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security but continuously work to improve our protective measures.

Your Privacy Rights

Under data protection law, you have several rights regarding your personal data:

• Right to access your personal data and information about how we process it
• Right to have inaccurate personal data corrected or incomplete data completed
• Right to have your personal data deleted in certain circumstances
• Right to restrict processing of your personal data in specific situations
• Right to receive your personal data in a portable format
• Right to object to processing based on legitimate interests
• Right to withdraw consent where we rely on consent for processing

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience, analyse usage patterns, and provide personalised services. Cookies help us remember your preferences and improve site functionality.

You can control cookie settings through your browser or our cookie consent tool. For detailed information about our use of cookies, please review our Cookie Policy.

Cookie Policy: View our full Cookie Policy

Data Retention

We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, comply with legal obligations, and resolve disputes.

Typically, we retain customer data for up to seven years after the end of our service relationship, in line with financial services record-keeping requirements. Data may be retained longer where required by law or for the establishment, exercise, or defence of legal claims.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal data from children. If you believe we have collected information from a child, please contact us immediately so we can delete such information.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices, services, or legal requirements. We will notify you of any material changes by posting the updated policy on our website.

We encourage you to review this Privacy Policy regularly to stay informed about how we protect your information. Your continued use of our services after changes are posted constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us using the information below. We aim to respond to all privacy-related enquiries within one month.