Privacy Policy

Our Commitment to Your Privacy

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

Information We Collect

We collect several types of information to provide and improve our services

• Personal identification information including name, email address, phone number, and postal address
• Financial information relevant to our consultation services such as income ranges and financial goals
• Technical data including IP address, browser type, device information, and website usage patterns
• Communication records including emails, phone calls, and consultation notes for service delivery

How We Use Your Information

Your personal data helps us deliver effective financial planning services

• Provide personalised financial consultation and analytical reviews tailored to your circumstances
• Communicate about your service, send updates, and respond to your enquiries
• Improve our website functionality and develop better service offerings
• Comply with legal obligations and regulatory requirements in the financial services sector

Legal Basis for Processing

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

How We Share Your Information

We may share your personal information in limited circumstances to deliver our services effectively

• With trusted service providers who assist in delivering our financial planning services
• When required by law, regulation, or court order from competent authorities
• With your explicit consent for specific purposes clearly communicated at the time

Cookies and Website Technology

Our website uses cookies and similar technologies to enhance your browsing experience. Please refer to our separate Cookie Policy for detailed information about our cookie practices and your choices.

Cookie Policy

Protecting Your Information

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

Your Data Protection Rights

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

• Right to access your personal data and receive information about our processing activities
• Right to rectify inaccurate information or complete incomplete personal data
• Right to erasure (deletion) of your personal data in certain circumstances
• Right to restrict or object to processing of your personal data
• Right to data portability and to withdraw consent for processing based on consent

Data Retention Periods

We retain your personal information only for as long as necessary to fulfil the purposes outlined in this policy, comply with legal obligations, and resolve disputes. Client consultation records are typically retained for seven years after service termination.

Children's Privacy Protection

Our services are designed for adults aged 18 and over. We do not knowingly collect personal information from children under 18. If we become aware of such collection, we will take steps to delete the information promptly.

Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. Material changes will be communicated through our website or direct notification to affected individuals.

Privacy Policy Contact Information

If you have questions about this Privacy Policy or wish to exercise your data protection rights, please contact our Data Protection Officer at info@aurethionval.com or use the contact details provided on our website.