Privacy Policy

Introduction

This Privacy Policy (“Policy”) explains how Clarity Wealth Management (“Clarity,” “we,” “us,” or “our”) collects, uses, and protects the personal information you provide when using our website (“Website”) and engaging with our financial advisory services. We are committed to ensuring the privacy and security of your personal information and complying with the requirements set forth by the Financial Conduct Authority (FCA) and applicable data protection laws.

Information We Collect

Personal Information: We may collect personal information such as your name, contact details, date of birth, financial information, and other relevant information necessary to provide our financial advisory services.

Website Usage Information: We may collect non-personal information about your interactions with our Website, including your IP address, browser type, device information, and browsing patterns. This information helps us analyse and improve our Website’s performance and user experience.

How We Use Your Information

Service Provision: We use your personal information to provide the financial advisory services you request, including investment advice, pension advice, mortgage advice, and other related services.

Communication: We may use your personal information to communicate with you, respond to your inquiries, and provide updates regarding our services, changes to our policies, or other relevant information.

Legal and Regulatory Compliance: We may process your personal information to comply with legal and regulatory obligations imposed by the FCA or other relevant authorities.

Marketing: With your consent, we may use your personal information to send you marketing communications about our services, promotions, and events. You have the right to opt-out of receiving such communications at any time.

Data Sharing and Disclosure

Service Providers: We may share your personal information with trusted third-party service providers who assist us in delivering our financial advisory services, such as IT providers, compliance consultants, or marketing agencies. These service providers are required to protect your personal information and comply with applicable data protection laws.

Legal Requirements: We may disclose your personal information if required by law, court order, or governmental authority, or to protect our rights, property, or safety, or that of others.

Data Security: We implement technical and organisational measures to ensure the security and confidentiality of your personal information. We regularly review and update our security practices to protect against unauthorised access, disclosure, alteration, or destruction of your personal information.

Your Rights

You have certain rights regarding your personal information under data protection laws. These rights include the right to access, rectify, restrict processing, and erase your personal information. You also have the right to withdraw consent, object to processing, and request data portability. To exercise these rights, please contact us using the information provided below.

Retention of Personal Information

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Policy, unless a longer retention period is required or permitted by law.

Third-Party Websites

Our Website may contain links to third-party websites that are not operated or controlled by Clarity. We are not responsible for the privacy practices of these websites. We encourage you to review their privacy policies before providing any personal information.

Updates to this Policy

We may update this Privacy Policy from time to time to reflect changes in our practices and legal requirements. The updated Policy will be posted on our Website, and the effective date will be revised accordingly.

Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us at [insert contact information].