Privacy policy and your data

We are committed to protecting your privacy and data rights.

This policy applies from August 19, 2025 and may be updated as needed.

Information we collect and why

We collect data to provide and improve our financial planning services. This includes information you provide directly and data collected automatically.

  • Contact details (name, email, phone)
  • Communication records and correspondence
  • Service usage and activity logs
  • Preferences and settings
  • Technical and device information

We only collect data necessary for our services and do not sell information to third parties.

How we use your information

We use your data to deliver, support, and improve our planning services, and to communicate with you as needed.

Your data may also be used to comply with legal obligations or respond to lawful requests.

Your rights under UK law

You have rights regarding your data, including access, correction, deletion, and objection. Contact us to exercise any of these rights.

Right to access

Request a copy of your data

Right to rectification

Ask us to correct inaccurate data

Right to erasure

Request deletion of your data

Right to portability

Ask for your data in a portable format

How we share your data

We only share data with service providers essential to deliver our services, such as secure cloud storage providers.

We do not sell your personal information to any third parties. Data is shared strictly as needed for service delivery or legal requirements.

How we protect your data

Your information is protected using industry-standard security measures, including encryption and access controls.

We regularly review our security practices and update them to address new risks.

Contacting us about privacy

Reach out if you have privacy questions
Address: 64 Knightsbridge, London, SW1X 7SH United Kingdom
Phone: +44(0)906813035
Email: content@kavonirelion.com