Privacy Policy

We collect information you provide directly and automatically through website usage:

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to planning consultations, including income, assets, and financial goals
• Communication records from consultations, emails, and customer service interactions
• Website usage data including IP address, browser type, pages visited, and interaction patterns

Your information helps us provide and improve our financial planning services:

• Delivering personalised financial planning consultations and ongoing support services
• Communicating about your account, appointments, and relevant financial planning insights
• Improving our website functionality and developing new service features
• Complying with legal obligations and protecting against fraud or security threats

We process your personal data based on the following legal foundations:

Primary Legal Basis: We process your data based on legitimate interest in providing financial planning services and, where required, your explicit consent for marketing communications

We do not sell your personal information. We may share data only in these limited circumstances:

• With service providers who help us operate our website and deliver services, under strict confidentiality agreements
• When required by law, regulation, or court order, or to protect our legal rights
• In connection with a business transfer, merger, or acquisition, subject to continued privacy protection

We implement robust security measures including encryption, secure servers, and regular security audits to protect your personal information. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

You have several rights regarding your personal information under UK data protection law:

• Access your personal data and receive a copy of the information we hold about you
• Correct inaccurate information and request updates to incomplete data
• Request deletion of your personal data in certain circumstances
• Object to processing for marketing purposes or withdraw consent at any time
• Request data portability or restrict processing in specific situations

We use cookies and similar technologies to enhance your website experience and analyse site usage.

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

For questions about this privacy policy or to exercise your rights, contact us at contact@korivalenthos.com or +44 413 753 795