Privacy Policy

At Whitehill Financials, we are committed to protecting your privacy and handling your personal data in a secure, fair and transparent manner.

This Privacy Policy explains how we collect, use and safeguard your information in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Information we collect
We may collect and process personal data including your name, address, email address, telephone number and relevant financial information. This information is provided by you when you engage with our services or communicate with us.

How we use your information
We use your personal data to:

Provide and manage our financial services
Communicate with you regarding your enquiries or account
Improve our services and client experience
Meet our legal and regulatory obligations

We only use your data where we have a lawful basis to do so.

Sharing your information
We do not sell or share your personal data with third parties for marketing purposes. We may share your information where necessary to deliver our services, comply with legal obligations, or where you have given your consent.

Data security
We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss or misuse.

Your rights
Under UK data protection law, you have the right to:

Request access to your personal data
Request correction of inaccurate or incomplete data
Request erasure of your data (where applicable)
Object to or restrict how your data is processed

To exercise any of these rights, please contact us using the details provided on our website.

Data retention
We only retain your personal data for as long as necessary to fulfil the purposes for which it was collected, including to satisfy legal, regulatory or reporting requirements.

Changes to this policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page, and we encourage you to review it periodically.

Contact us
If you have any questions about this Privacy Policy or how your data is handled, please contact us.