Legal
Privacy notice
This notice explains how Abbey Row Wealth Planning collects and uses personal data when you browse our site or enquire about UK financial advice.
Data controller
Abbey Row Wealth Planning is the data controller for personal data submitted through cloudsyncapis.digital. Contact us at hello@cloudsyncapis.digital, +44-8-847-4368, or 1623 Ernser Common, Johns Cross, Wales, United Kingdom.
What we collect
When you use our enquiry or newsletter forms we may collect your name, email address, preferred consultation type, preferred week for contact, and the content of your message. Server logs may record IP address and browser type for security and diagnostics. Cookie data is described on our cookies page.
Why we process data
We process enquiry data to respond to your request and, where appropriate, to prepare an engagement. Newsletter data is processed with your consent to send occasional planning notes. Legitimate interests support basic site security and improvement of how we answer common advice questions.
Retention
Enquiry correspondence is retained for up to 24 months if no engagement follows, unless a longer period is required for legal claims. Engaged client files follow retention periods required for regulated advice records. Newsletter subscriptions are kept until you unsubscribe.
Your rights
Under UK GDPR you may request access, rectification, erasure, restriction, or portability of your personal data, and you may object to certain processing. Where processing relies on consent, you may withdraw consent at any time. You may complain to the Information Commissioner’s Office if you are unhappy with our response.
International transfers
We aim to store personal data in the United Kingdom or European Economic Area. If a provider processes data outside these regions, we rely on appropriate safeguards such as UK International Data Transfer Agreements or adequacy regulations.
Sharing
We do not sell personal data. We may share information with IT or email providers who process data on our instructions, or with professional advisers and regulators when legally required.
Updates
We may update this notice from time to time. The version published on this page is the current one.