Privacy Policy

At zoramethilquarion, we take your privacy seriously. This Privacy Policy explains how we collect, use, protect, and share information about you when you use our financial planning services and website.

Information We Collect

We collect several types of information to provide and improve our services:

• Contact details (name, email, phone number, address)
• Financial information relevant to planning consultations
• Communication preferences and service history
• Website usage data and technical information

How We Use Your Information

We use the information we collect for the following purposes:

• Providing financial planning consultations and services
• Communicating about your account and our services
• Improving our website and service offerings
• Complying with legal and regulatory requirements

Legal Basis for Processing

Under UK GDPR, we process your personal data based on the following legal grounds:

Primary Legal Basis: We process your data on the basis of legitimate interest for service provision and consent for marketing communications

How We Share Information

We may share your information in the following circumstances:

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

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Your Privacy Rights

Under UK data protection laws, you have several rights regarding your personal data:

• Right to access your personal data we hold
• Right to correct inaccurate or incomplete data
• Right to request deletion of your data
• Right to receive your data in a portable format
• Right to object to processing for marketing purposes

Cookies and Tracking

We use cookies and similar technologies to enhance your experience on our website. These help us understand how you use our site and improve our services.

For detailed information, please see our Cookie Policy Cookie Policy

Data Retention

We retain your personal information only as long as necessary to provide our services and comply with legal obligations. Financial records are typically retained for 7 years in accordance with regulatory requirements.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we learn we have collected information from a child, we will delete it promptly.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of any material changes and update the effective date accordingly.

Contact Us About Privacy

If you have questions about this Privacy Policy or our data practices, please contact our Data Protection Officer using the contact information below.