Privacy Policy

Our Commitment to Privacy

At Zypharaloxe, we take your privacy seriously. This Privacy Policy explains how we collect, use, and protect your personal information when you use our financial planning services and website.

Information We Collect

We collect information that you provide directly to us and information that is automatically collected when you use our services

• • Personal identification information (name, email address, phone number, postal address)
• • Financial information relevant to planning consultations (income ranges, assets, financial goals)
• • Communication records including consultation notes and email correspondence
• • Website usage data including IP address, browser type, and pages visited

How We Use Your Information

We process your personal data for specific, legitimate business purposes related to our financial planning services

• • Provide personalised financial planning consultations and ongoing support
• • Communicate with you about your subscription and respond to your enquiries
• • Improve our services based on client feedback and usage patterns
• • Comply with legal and regulatory requirements in the financial services sector

Legal Basis for Processing

Under UK GDPR, we must have a lawful basis for processing your personal data

Primary Legal Basis: We process your data on the basis of contract performance and legitimate business interests

Information Sharing

We do not sell your personal information to third parties. We may share your information in limited circumstances

• • With service providers who assist us in delivering our services (subject to confidentiality agreements)
• • When required by law or to comply with regulatory requirements
• • To protect our rights, property, or safety, or that of our clients or others

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. However, no internet transmission is completely secure.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Client records are typically retained for 7 years after the end of our relationship.

Your Rights

Under UK GDPR, you have several rights regarding your personal data

• • Access your personal data and receive information about our processing activities
• • Rectify inaccurate or incomplete personal data
• • Erase your personal data in certain circumstances
• • Restrict processing of your personal data in specific situations
• • Object to processing based on legitimate interests

Cookies and Tracking

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

For detailed information, please review our Cookie Policy

Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from minors without parental consent.

Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of significant changes by posting the updated policy on our website and updating the effective date.

Contact Information

For privacy-related questions or to exercise your rights, contact our Data Protection Officer at info@zypharaloxe.com or +44 7911 2873 9711