Privacy Policy

Our Commitment to Your Privacy

Aurivexthar Financial Planning Ltd is committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, store, and protect your data when you use our website and services.

Information We Collect

We may collect the following types of personal information

• Contact details (name, email, phone number, address)
• Financial information relevant to our services
• Website usage data and preferences
• Communication records and correspondence

How We Use Your Information

We use your personal information for the following purposes

• To provide our financial planning services
• To communicate with you about your account and services
• To improve our website and services
• To comply with legal and regulatory requirements

Legal Basis for Processing

We process your personal data based on the following legal grounds

Primary Legal Basis: We process your data on the basis of legitimate interest and consent for marketing communications

Data Protection

Information about data processing can be found in our Privacy Policy.

Information Sharing

We may share your information in the following circumstances

• With regulatory authorities as required by law
• With trusted service providers who assist in delivering our services
• To protect our legal rights or prevent fraud

Cookies and Tracking Technologies

Our website uses cookies to enhance your browsing experience and provide personalised services.

For detailed information about our cookie practices, please see our Cookie Policy Cookie Policy

Your Rights

You have several rights regarding your personal data

• The right to access your personal information
• The right to rectify inaccurate data
• The right to request deletion of your data
• The right to restrict processing
• The right to data portability

Data Retention

We retain your personal information only for as long as necessary to provide our services and comply with legal obligations. Client records are typically retained for seven years after the end of our professional relationship.

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.

Policy Updates

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

Contact Information

If you have questions about this Privacy Policy or wish to exercise your data rights, please contact us using the information provided below.