Privacy Policy

Your Privacy Matters to Us

At Claroventhysi, we are committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, protect, and handle your personal data when you use our financial planning consultation services.

Information We Collect

We collect information that you provide directly to us and information that is automatically collected when you use our services:

• Personal identification information (name, email address, phone number, address)
• Financial information discussed during consultations (income, assets, financial goals)
• Communication records (emails, consultation notes, call recordings with consent)
• Technical information (IP address, browser type, device information, website usage data)

How We Use Your Information

We use the collected information for the following purposes:

• Providing financial planning consultation services and personalized guidance
• Communicating with you about appointments, services, and relevant financial information
• Improving our services based on feedback and usage patterns
• Complying with legal requirements and regulatory obligations

Legal Basis for Processing

We process your personal data based on the following legal grounds:

Legal Basis: We process your data on the basis of your consent for consultation services and our legitimate interest in providing quality financial guidance

How We Share Your Information

We do not sell your personal information. We may share your data only in the following limited circumstances:

• With your explicit consent for specific purposes
• With service providers who assist in delivering our consultation services
• When required by law or to protect our legal rights

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.

Your Privacy Rights

You have several rights regarding your personal information:

• Access your personal data and receive a copy of the information we hold
• Correct inaccurate or incomplete personal information
• Request deletion of your personal data (subject to legal obligations)
• Object to processing of your personal data for direct marketing
• Withdraw consent for data processing at any time

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience, analyze usage patterns, and provide personalized content.

For detailed information about our cookie practices, please refer to our Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide our consultation services and comply with legal obligations. Consultation records are typically retained for 7 years in accordance with UK financial services regulations.

Children's Privacy

Our consultation services are designed for adults and we do not knowingly collect personal information from individuals under 18 years of age.

18+ only

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of material changes through our website or direct communication.

Contact Information

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

Privacy Policy Last Updated: August 8, 2025