{"id":19,"date":"2026-08-06T21:32:33","date_gmt":"2026-08-06T21:32:33","guid":{"rendered":"https:\/\/demos.canvaswp.com\/finance\/privacy-policy\/"},"modified":"2026-08-31T22:57:48","modified_gmt":"2026-08-31T22:57:48","slug":"privacy-policy","status":"publish","type":"page","link":"https:\/\/demos.canvaswp.com\/finance\/privacy-policy\/","title":{"rendered":"Privacy Policy"},"content":{"rendered":"<div class=\"container my-5\"><div class=\"row justify-content-center\"><div class=\"col-lg-8\"><p class=\"lead op-07 mb-5\">We collect only what we need to give you advice, we keep it for as long as the law requires, and we do not sell it to anyone.<\/p><h3 class=\"font-body fw-semibold color mt-5 mb-3\">What we collect<\/h3><p class=\"mb-0 op-07\">Contact details, the financial information you choose to share with us, and records of our correspondence. Where advice requires identity verification we collect the documents needed for that and nothing further.<\/p><h3 class=\"font-body fw-semibold color mt-5 mb-3\">Why we collect it<\/h3><p class=\"mb-0 op-07\">To give you advice, to meet our legal and regulatory obligations, and to keep a record of what was recommended and why. We do not use your information for advertising.<\/p><h3 class=\"font-body fw-semibold color mt-5 mb-3\">Who we share it with<\/h3><p class=\"mb-0 op-07\">Only the parties needed to deliver the service you have asked for (for example a specialist adviser in another jurisdiction) and only with your knowledge. We never sell personal information.<\/p><h3 class=\"font-body fw-semibold color mt-5 mb-3\">How long we keep it<\/h3><p class=\"mb-0 op-07\">For the period our professional and legal obligations require, and then securely destroyed. You can ask what we hold at any time.<\/p><h3 class=\"font-body fw-semibold color mt-5 mb-3\">Your rights<\/h3><p class=\"mb-0 op-07\">You may ask for a copy of your information, ask us to correct it, or ask us to delete anything we are not required to keep. Write to the contact address on this site and we will respond within one month.<\/p><h3 class=\"font-body fw-semibold color mt-5 mb-3\">Cookies<\/h3><p class=\"mb-0 op-07\">This website uses only the cookies needed for it to function. No advertising or cross-site tracking cookies are set.<\/p><\/div><\/div><\/div><div class=\"clear\"><\/div><div style=\"background-color: #2646531b\" class=\"container mt-6 dotted-bg rounded-6\"><div class=\"row align-items-center justify-content-between p-5 p-md-6\"><div class=\"col mb-5 mb-lg-0\"><h5 class=\"font-body h5 mb-1 fw-medium color\">Something unclear?<\/h5><h2 class=\"font-body h1 mb-0\">Ask us and a person will reply.<\/h2><\/div><div class=\"col-auto\"><a class=\"btn px-3 py-2 px-md-5 py-md-3 btn-dark bg-color rounded-pill wp-block-canvas-core-header-button\" href=\"https:\/\/demos.canvaswp.com\/finance\/contact\/\"><i class=\"bi-calendar color-2 me-2 position-relative\" style=\"top: 1px\"><\/i>Book a Schedule<\/a><a class=\"btn px-3 py-2 px-md-5 py-md-3 bg-color-2 rounded-pill ms-2 wp-block-canvas-core-header-button\" href=\"https:\/\/demos.canvaswp.com\/finance\/pricing\/\"><i class=\"bi-tags color me-2 position-relative\" style=\"top: 1px\"><\/i>See Plans<\/a><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>How we collect, use, store and protect the personal information you share with us.<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-canvas","meta":{"footnotes":""},"class_list":["post-19","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages\/19","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/comments?post=19"}],"version-history":[{"count":0,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages\/19\/revisions"}],"wp:attachment":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/media?parent=19"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}