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GDPR Compliance

Last updated: June 2026

Our Commitment to GDPR

We are committed to protecting your privacy and ensuring compliance with the General Data Protection Regulation. This page outlines how we handle your personal data in accordance with GDPR requirements.

Lawful Basis for Processing

We process your personal data based on the following lawful grounds:

  • Consent: You have given clear consent for us to process your personal data for specific purposes
  • Contract: Processing is necessary to fulfill our service agreement with you
  • Legal obligation: Processing is necessary to comply with the law
  • Legitimate interests: Processing is necessary for our legitimate business interests, provided your rights are not overridden

Your GDPR Rights

Under GDPR, you have the following rights regarding your personal data:

Right to Access

You have the right to request copies of your personal data. We may charge a reasonable fee for multiple copies or manifestly unfounded requests.

Right to Rectification

You have the right to request correction of inaccurate personal data and completion of incomplete data.

Right to Erasure

You have the right to request deletion of your personal data under certain conditions, including when the data is no longer necessary or you withdraw consent.

Right to Restrict Processing

You have the right to request restriction of processing your personal data under certain conditions.

Right to Object

You have the right to object to processing of your personal data under certain conditions, particularly for direct marketing purposes.

Right to Data Portability

You have the right to request transfer of your data to another organization or directly to you in a structured, commonly used format.

Data Retention

We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected, including legal, accounting, or reporting requirements. When data is no longer needed, we securely delete or anonymize it.

Data Protection Officer

For questions about GDPR compliance or to exercise your rights, you can contact us at: [email protected]

International Data Transfers

If we transfer your data outside the European Economic Area, we ensure appropriate safeguards are in place to protect your information in accordance with GDPR requirements.

Automated Decision Making

We do not use automated decision-making or profiling that produces legal effects or similarly significant effects on you.

Right to Lodge a Complaint

If you believe your data protection rights have been violated, you have the right to lodge a complaint with the Information Commissioner's Office (ICO) or your local supervisory authority.

Response Time

We will respond to your requests to exercise your GDPR rights within one month. In complex cases, this may be extended by two additional months, and we will inform you of any such extension.

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Professional financial management services in Leeds

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Information provided on this website is for educational purposes. Individual results may vary. Please consult with a qualified financial advisor before making significant financial decisions.