Privacy Policy

This Privacy Policy explains how Oliraventhysa collects, uses, and protects your personal information when you use our financial planning consultation services. We are committed to protecting your privacy and handling your data responsibly.

Information We Collect

We collect the following types of information to provide our consultation services:

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to planning consultations, such as income ranges and general asset information
• Communication preferences and consultation scheduling information
• Technical data including IP address, browser type, and website usage patterns through cookies

How We Use Your Information

We use your personal information for the following purposes:

• Providing financial planning consultation services and ongoing support
• Communicating with you about appointments, service updates, and relevant information
• Processing subscription payments and maintaining account records
• Improving our services and website functionality based on usage patterns

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 for service provision and contractual performance for subscription services

Data Sharing and Disclosure

We may share your information in these limited circumstances:

• With professional service providers (accountants, legal advisors) who assist in delivering our services, under strict confidentiality agreements
• When required by law, regulation, or court order to disclose information
• In the unlikely event of a business transfer, with appropriate safeguards for your data protection

Data Security Measures

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. This includes encryption, secure servers, access controls, and regular security assessments. However, no method of electronic transmission or storage is completely secure.

Your Data Protection Rights

Under UK GDPR, you have the following rights regarding your personal data:

• Right to access your personal data and understand how it's being processed
• Right to correct inaccurate or incomplete personal information
• Right to request deletion of your personal data in certain circumstances
• Right to receive your personal data in a structured, commonly used format
• Right to object to processing of your personal data for certain purposes

Cookies and Tracking Technologies

Our website uses cookies to enhance your browsing experience and provide analytical insights. These help us understand how visitors use our site and improve our services.

For detailed information about cookies, please see our Cookie Policy Cookie Policy

Data Retention Period

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Generally, we keep client consultation records for seven years after the end of our business relationship, in line with professional and regulatory requirements.

Children's Privacy

Our services are designed for adults aged 18 and over. We do not knowingly collect personal information from minors. If we become aware that we have collected information from someone under 18, we will take steps to delete such information promptly.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal requirements. We will notify you of significant changes by email or through our website. Continued use of our services after changes constitutes acceptance of the updated policy.

Contact Information

If you have questions about this Privacy Policy or wish to exercise your data protection rights, please contact us at info@oliraventhysa.com or +44 121 9514 5305 .