Privacy Policy Statement

This Privacy Policy explains how personal information is collected, used, and protected by thalquivorion for users of our financial planning subscription platform.

What Information We Collect

We gather personal and usage data to manage subscriptions and maintain site security.

• Contact details provided through website forms (name, email, phone).
• Information shared during direct advisor consultations or service bookings.
• Technical data from cookies or security logs for fraud prevention.
• Optional data from surveys, feedback, or optional questionnaires.

How Collected Data is Used

Client data supports professional communication and ensures continued service quality.

• To confirm subscription status and manage recurring payments securely.
• To personalise service recommendations under your specific preferences.
• To respond to support or change requests promptly and professionally.
• To meet regulatory reporting obligations and operate our platform safely.

Legal Basis for Processing

All processing follows the UK GDPR and privacy laws for personal data.

Consent, contract performance, and compliance with legal obligations form the foundation for all data processing. Your information is handled securely, with access limited to authorised personnel only.

Data Sharing

We do not sell your information. Data may be shared for essential service functionality.

• Data provided to trusted service providers solely to fulfil core consulting and subscription processes.
• Legal disclosures made only where UK regulation requires it or for security purposes.
• Aggregate site analytics with identifying data removed for privacy and protection.

Data Security

We apply robust technical, operational, and organisational safeguards to client data. Encryption, secure storage, and access controls are maintained to meet compliance requirements and reduce unauthorised exposure risk.

Your Rights

You can access, update, or request deletion of your information as required by law.

• Request access to all personal data held on file for you.
• Correct inaccurate or outdated details quickly and efficiently.
• Request deletion or restrict processing in compliance with privacy laws.
• Withdraw consent or object to certain types of processing at any time.

Cookies

Cookies help us maintain secure user sessions, monitor site functions, and optimise experience. Control preferences at any time with your browser or on-site options.

Read Cookie Policy Read Cookie Policy

Contact Us

Contact our privacy team for access requests, questions, or other privacy concerns.

Changes to Privacy Policy

We update this statement as laws or business needs change. Check this page for the latest effective version.