Privacy Policy

May 22, 2024

Your Privacy Matters to Us

At Coventry Portfolio Guides, we understand that your personal and financial details are, well, personal. We're a local business here in Coventry, and we know trust is a big deal. This page tells you how we handle your information. We promise to be clear and keep things simple, just like we do with your investments.

What Sort of Info We Collect

To help you sort out your money and tax, we need to gather some details. This includes things like your name, address, phone number, and email. We also ask about your investments – what you own, how much, and what your goals are. Sometimes, we might need bits of info related to your tax situation. We only ask for what we need to do our job properly.

How We Use Your Information

We use your info to give you our advice on your investments and tax. This means: * Talking to you about your portfolio. * Working out how to save you money on tax. * Sending you important updates about our services. * Making sure we follow UK laws and rules. We don't use your data for anything dodgy, full stop.

Who We Share Your Info With (If Anyone)

We generally keep your information to ourselves. We won't sell it or give it away to marketing companies. If we ever need to share it, it's usually for a very good reason, like: * If the law says we have to (for example, with HMRC if legally required). * With a trusted partner, but only if it's essential for the service we're providing to you, and we'd always tell you first. * Within our own team at Coventry Portfolio Guides, so everyone helping you is up to speed.

Keeping Your Details Safe

We take keeping your information safe seriously. We use common-sense security measures to protect your details from people who shouldn't see them. Our team is trained to handle your data with care. Think of it like us locking our office door at night – we make sure your info is tucked away securely.

Your Rights Over Your Info

You've got rights when it comes to your personal data. You can ask us what information we hold about you. You can ask us to correct anything that's wrong. If you want us to stop using your data or even delete it, just ask. Keep in mind, sometimes we have to keep certain records for legal reasons, but we'll always be upfront about it.

A Quick Bit About Cookies

Our website uses a few cookies. These are tiny files that help the website work better and let us see how folks are using it. They don't collect personal information about you. Most browsers let you turn off cookies if you don't fancy them.

Changes to This Policy

We might update this Privacy Policy from time to time. If we make any big changes, we'll put the new version on our website. It's probably a good idea to check back now and then to see the latest. The date at the top will tell you when it was last updated.

Get In Touch About Your Privacy

If you have any questions or worries about this policy, or how we handle your information, please don't hesitate to give us a shout. You can ring us on +44 24 7622 0133, drop an email to [email protected], or pop into our office at 19 High St, Coventry CV1 5RE, UK. We're here to help.