Privacy Policy

Introduction

Projovi Wealth Consulting Limited is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store and protect personal data in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and other applicable UK data protection legislation.

This policy applies to all personal data processed by Projovi Wealth Consulting Limited through our website, communications, consulting services and business operations.

Who We Are

Projovi Wealth Consulting Limited
Registered office: Projovi House, 4 Calder Court, Amy Johnson Way, Blackpool, FY4 2RH
United Kingdom

Email: info@projoviwealth.co.uk

For the purposes of data protection legislation, Projovi Wealth Consulting Limited is the Data Controller responsible for your personal data.

The Information We Collect

We may collect and process the following categories of personal information.

Information You Provide Directly

  • Name and title
  • Company name
  • Email address
  • Telephone number
  • Postal address
  • Professional and business information
  • Information submitted through contact forms or enquiries
  • Information provided during consultancy engagements
  • Any correspondence you send to us

Technical and Website Information

When you visit our website, we may automatically collect:

  • IP address
  • Browser type and version
  • Device information
  • Operating system
  • Website usage information
  • Pages visited and time spent on site
  • Cookies and analytics data

Regulatory and Business Information

Where relevant to consultancy engagements, we may process:

  • Compliance documentation
  • Operational and governance information
  • Business process information
  • Regulatory correspondence
  • Risk and control data
  • Financial crime and remediation information

We only collect information necessary for legitimate business purposes and regulatory obligations.

How We Use Your Information

We may use your personal data for the following purposes:

  • Responding to enquiries and requests
  • Providing consultancy and advisory services
  • Managing client relationships
  • Delivering contractual services
  • Regulatory compliance and governance
  • Improving our website and services
  • Internal record keeping and administration
  • Fraud prevention and security monitoring
  • Business analysis and reporting
  • Legal and regulatory obligations

We will only process your personal data where we have a lawful basis to do so.

Lawful Basis for Processing

Under UK GDPR, the lawful bases we rely upon may include:

Contractual Necessity

Processing necessary to provide consultancy services or fulfil contractual obligations.

Legitimate Interests

Processing required for the legitimate interests of operating and improving our business, provided these interests do not override your rights and freedoms.

Legal Obligation

Processing necessary to comply with legal, regulatory or professional obligations.

Consent

Where required, we will obtain your consent before processing personal data for specific purposes, such as marketing communications.

You may withdraw consent at any time where consent is relied upon.

Data Sharing and Disclosure

We do not sell personal data to third parties.

We may share information with:

  • Professional advisers and consultants
  • IT and hosting providers
  • Regulatory bodies and authorities
  • Legal representatives
  • Service providers supporting business operations
  • Third parties where required by law or regulation

All third parties are expected to maintain appropriate confidentiality and security standards.

International Transfers

Where personal data is transferred outside the United Kingdom, we will ensure appropriate safeguards are in place in accordance with UK data protection legislation.

Data Security

We take appropriate technical and organisational measures to protect personal data against unauthorised access, loss, misuse, disclosure or destruction.

Security measures may include:

  • Secure systems and password protection
  • Access controls
  • Encrypted communications where appropriate
  • Secure data storage
  • Restricted access to sensitive information
  • Regular monitoring and review of security practices

While we take reasonable steps to protect data, no method of transmission or storage can be guaranteed as completely secure.

Data Retention

We retain personal data only for as long as necessary to fulfil the purposes for which it was collected, including legal, regulatory, tax and reporting obligations.

Retention periods will depend on:

  • The nature of the services provided
  • Regulatory requirements
  • Contractual obligations
  • Legal limitation periods
  • Business operational requirements

Data no longer required will be securely deleted or anonymised where appropriate.

Your Rights

Under UK data protection legislation, you may have the following rights:

  • The right to access your personal data
  • The right to correct inaccurate information
  • The right to request deletion of personal data
  • The right to restrict processing
  • The right to object to processing
  • The right to data portability
  • The right to withdraw consent
  • Rights relating to automated decision-making

Requests relating to your rights should be submitted using the contact details provided on this page. We may require proof of identity before responding to requests.

Cookies and Website Analytics

Our website may use cookies and analytics tools to improve functionality and understand website usage.

Cookies may be used for:

  • Website functionality
  • Performance monitoring
  • Analytics and usage statistics
  • Security and fraud prevention

You may control cookie settings through your browser preferences.

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices, content or security of external websites.

Users should review the privacy policies of any external websites they visit.

Complaints

If you have concerns regarding how we handle your personal data, please contact us in the first instance.

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO):

Information Commissioner’s Office
https://www.ico.org.uk

Changes to This Policy

We may update this Privacy Policy periodically to reflect legal, regulatory or business changes. Any updates will be published on this page with the revised effective date.

Contact Us

If you have any questions regarding this Privacy Policy or the processing of your personal data, please contact:

Projovi Wealth Consulting Limited
Registered office: Projovi House, 4 Calder Court, Amy Johnson Way, Blackpool, FY4 2RH
United Kingdom

Email: info@projoviwealth.co.uk