Privacy Policy

Our Commitment to Your Privacy

At baltheroniva, we take your privacy seriously and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you use our website and services.

Information We Collect

We collect information that you provide directly to us and information that is automatically collected when you use our website. This may include:

• Contact details such as name, email address, phone number, and postal address
• Financial information relevant to our consultation services, including asset levels and planning goals
• Communication preferences and feedback about our services
• Technical information such as IP address, browser type, and website usage patterns

How We Use Your Information

We use the information we collect for several legitimate business purposes, including:

• Providing our financial planning consultation services and responding to your inquiries
• Communicating with you about our services, updates, and relevant financial information
• Improving our website functionality and user experience
• Complying with legal obligations and protecting our legitimate business interests

Legal Basis for Processing

We process your personal data based on the following legal grounds under UK data protection law:

How We Share Your Information

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

• With trusted service providers who assist in delivering our services, under strict confidentiality agreements
• When required by law or to comply with legal processes and regulatory requirements
• To protect the rights, property, or safety of our company, clients, or others

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your browsing experience, analyse website usage, and provide personalised content.

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

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 law, you have several rights regarding your personal information:

• The right to access and receive a copy of your personal data
• The right to correct inaccurate or incomplete information
• The right to request deletion of your data in certain circumstances
• The right to receive your data in a portable format
• The right to object to certain types of data processing

Data Retention

We retain your personal information only for as long as necessary to fulfil the purposes for which it was collected, comply with legal obligations, and resolve any disputes. Specific retention periods vary depending on the type of information and applicable legal requirements.

Children's Privacy

Our services are intended for adults aged 18 and over. We do not knowingly collect personal information from children under 18. If we become aware that we have collected such information, we will take steps to delete it promptly.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will notify you of any material changes by posting the updated policy on our website and updating the "last updated" date.

Contact Us

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