Privacy policy for your security

Commitment to transparency, integrity, and responsible data use

This policy is effective as of February 6, 2026, and may be updated periodically.

Information we collect

We gather selected personal data when you interact with our website or contact our team. This helps us support your needs and develop our services responsibly.

  • Personal details, such as name and contact information
  • Information provided in your correspondence
  • Technical website usage data such as IP address
  • Service usage interactions and log entries
  • Client preferences or specific requests communicated

We collect only what is necessary to respond to your requests and improve our service. Your data is handled according to UK regulations.

How we use your information

Your personal data is used to provide, improve, and personalise our financial planning services, respond to your requests, and communicate effectively.

We do not sell or share your information for marketing purposes. All data processing follows applicable UK privacy laws.

Your rights and choices

You may access, update, or request removal of your personal data at any time, subject to legal requirements. Contact us for assistance with your data choices.

Right of access

Request a copy of data we store about you

Right to rectification

Correct inaccurate or incomplete personal data

Right to erasure

Request deletion of personal data we hold

Right to portability

Request digital copy for your use elsewhere

How information is shared

Data may be shared with regulatory authorities when legally required or with third parties processing information on our behalf.

All partners and service providers observing appropriate security and confidentiality obligations.

Data security measures

We employ technical and organisational safeguards to help keep your personal information secure throughout its lifecycle.

Reasonable efforts are made to update these safeguards in accordance with industry best practice.

Contact regarding privacy

For privacy questions or data requests, contact our support team directly.
Address: 84 Commercial Street, Leith, Edinburgh, EH6 6LY United Kingdom
Phone: +44(0)777085362
Email: content@solivonari.com