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Privacy Policy

Last Updated: June 19, 2026

Introduction

This Privacy Policy explains how bold-gorge collects, uses, stores, and protects personal information provided by visitors and clients through our website and services. We are committed to protecting your privacy and handling your data in accordance with applicable data protection legislation, including the UK General Data Protection Regulation and the Data Protection Act 2018.

Information We Collect

We collect information that you provide directly to us when you:

  • Submit consultation requests or inquiry forms
  • Subscribe to newsletters or communications
  • Engage with our services
  • Contact us via email or other communication channels

This information may include your name, email address, and details about your financial planning needs. We also collect technical information automatically when you visit our website, including IP addresses, browser type, device information, and pages visited.

How We Use Your Information

We use the personal information we collect to:

  • Respond to your inquiries and consultation requests
  • Provide financial planning services and support
  • Send relevant information about our services
  • Improve our website functionality and user experience
  • Comply with legal obligations and protect our rights

Legal Basis for Processing

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

  • Your consent when you submit forms or request information
  • Performance of a contract when you engage our services
  • Legitimate interests in operating our business and providing quality services
  • Legal obligations under financial services regulations

Data Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share your information only in the following circumstances:

  • With service providers who assist in operating our website and business
  • When required by law or to protect our legal rights
  • With your explicit consent for specific purposes

Data Security

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

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law. When data is no longer needed, we securely delete or anonymize it.

Your Rights

Under data protection law, you have the right to:

  • Access the personal data we hold about you
  • Request correction of inaccurate data
  • Request deletion of your data in certain circumstances
  • Object to processing of your personal data
  • Request restriction of processing
  • Data portability in certain situations
  • Withdraw consent where processing is based on consent

Cookies

Our website uses cookies to enhance user experience and analyze website traffic. For detailed information about our cookie practices, please see our Cookies Policy.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes by posting the updated policy on our website with a revised date.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your data protection rights, please contact us at [email protected].

bold-gorge

Professional financial planning services in Leeds, helping individuals master their financial fundamentals and build lasting wealth.

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Leeds, United Kingdom

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