Privacy Policy

This privacy policy explains how Strive Financial Planning (“we”, “our”, “us”) collects, uses and protects your personal information when you use our website, strivefp.co.uk.

We are committed to safeguarding your privacy and ensuring that your personal data is protected in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Who we are

Strive Financial Planning provides independent financial planning services in the United Kingdom.

Our website address is: https://strivefp.co.uk

If you have any questions about this policy or the way we use your information, please contact us:
Email: tom@strivefp.co.uk
Address: [Insert business address]

Information we collect

When you use our website, we may collect the following information:

• Personal details you provide, such as your name, email address, phone number or other contact information, for example when you complete an enquiry form.
• Technical data, including your IP address, browser type and version, time zone setting, operating system and platform.
• Usage data about how you interact with our site, including pages viewed and links clicked.
• Any other information you choose to provide when contacting us.

How we use your information

We may use your information for the following purposes:

• To respond to enquiries and provide the services you request.
• To manage our relationship with you, including providing updates and information relevant to our services.
• To improve our website, services and customer experience.
• To comply with our legal obligations and professional requirements.

We will not use your personal data for purposes unrelated to our services without your consent.

Legal basis for processing

We rely on one or more of the following legal bases to process your personal data:

• Your consent.
• Our legitimate interests in running and developing our business.
• Compliance with a legal obligation.
• Performance of a contract with you or to take steps before entering into a contract.

Sharing your information

We do not sell your personal information. We may share your information with:

• Service providers who help us operate our website and deliver services.
• Professional advisers, regulators or authorities where legally required.
• Third parties in the event of a business transfer or merger.

Any third parties with whom we share information are required to keep it secure and use it only for the purposes agreed.

Cookies and tracking technologies

Our website may use cookies or similar technologies to enhance your browsing experience, analyse site traffic and understand how visitors use our site. You can control cookies through your browser settings.

For more information, please see our [Cookie Policy] (to be added if separate).

Data security

We take appropriate measures to protect your information against unauthorised access, alteration, disclosure or destruction. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Data retention

We will keep your personal data only for as long as necessary to fulfil the purposes outlined in this policy or to meet legal, regulatory or reporting requirements.

Your rights

Under data protection law, you have rights including:

• The right to access your personal data.
• The right to have your data corrected if inaccurate.
• The right to have your data erased in certain circumstances.
• The right to restrict or object to processing.
• The right to data portability.
• The right to withdraw consent at any time (where applicable).

To exercise these rights, please contact us using the details above.

Third-party links

Our website may include links to external websites. We are not responsible for the content or privacy practices of these sites.

Changes to this policy

We may update this privacy policy from time to time. Any changes will be posted on this page with an updated “last revised” date.

Last updated: 10.09.25