Privacy Policy

Introduction

This Privacy Policy explains how Lyranthovelix Financial Planning Ltd collects, uses, and protects your personal information when you use our website and services. We are committed to protecting your privacy and handling your data transparently and securely.

Information We Collect

Personal Information

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to our consultation services, such as income, assets, and financial goals
• Communication preferences and records of our interactions and consultations

Usage Data

We automatically collect information about how you interact with our website, including IP addresses, browser types, page views, time spent on pages, and referring websites. This helps us improve our services and user experience.

How We Use Your Information

• Provide financial planning consultations and personalized advice based on your circumstances
• Communicate with you about our services, appointments, and relevant financial information
• Improve our website functionality and develop new services based on user needs
• Comply with legal obligations and maintain accurate records for regulatory purposes

Legal Basis for Processing

Under UK data protection law, we must have a lawful basis for processing your personal data.

Primary Legal Basis: We process your data primarily based on consent for marketing communications and legitimate interests for providing our financial planning services.

How We Share Your Information

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

• With trusted service providers who help us deliver our services, bound by strict confidentiality agreements
• When required by law, regulation, or legal process, including regulatory reporting requirements
• With professional advisors such as lawyers and accountants, subject to professional confidentiality obligations

Data Security

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

Data Retention

We retain your personal data only for as long as necessary to provide our services and comply with legal obligations. Financial records are typically retained for seven years in accordance with regulatory requirements.

Your Data Protection Rights

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

• Right of access - request copies of your personal data
• Right to rectification - request correction of inaccurate data
• Right to erasure - request deletion of your data in certain circumstances
• Right to restrict processing - request limitation of data processing
• Right to data portability - receive your data in a portable format
• Right to object - object to processing based on legitimate interests

Cookies and Tracking

Our website uses cookies to enhance your browsing experience and provide personalized content. We use both first-party and third-party cookies for functionality, analytics, and marketing purposes.

For detailed information about our cookie usage, please review 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 information from children under 18. If we become aware of such collection, we will delete the information promptly.

18+ only

Changes to This Privacy 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 new effective date.

Contact Information

If you have questions about this Privacy Policy or wish to exercise your data protection rights, please contact us at info@lyranthovelix.com or +44 7911 9864 7706 .