Privacy Policy

Introduction

SurreymontePro takes your privacy seriously. This policy explains how we collect, use, store, and protect your personal information when you use our website and services.

By using our website or engaging our services, you agree to the practices described in this policy. If you disagree with any part of this policy, please do not use our services.

Information We Collect

Information You Provide Directly

When you contact us or engage our services, we may collect:

• Your name and email address
• Financial information including income, expenses, debts, and assets
• Employment details and occupation
• Financial goals and challenges
• Any other information you choose to share with us

Information Collected Automatically

When you visit our website, we automatically collect:

• IP address and general location information
• Browser type and version
• Pages visited and time spent on each page
• Referring website or source
• Device type and operating system

How We Use Your Information

We use the information we collect for the following purposes:

• Providing financial education services you've requested
• Developing personalised financial strategies
• Communicating with you about your programmes and progress
• Responding to inquiries and support requests
• Improving our services and website functionality
• Sending occasional updates about our services, with your consent
• Complying with legal obligations

Legal Basis for Processing

We process your personal information based on:

• Contract performance: Processing necessary to deliver the services you've purchased
• Legitimate interests: Improving our services and communicating about topics relevant to your interests
• Consent: For marketing communications and optional data collection
• Legal obligations: When required by law to retain or process certain information

Information Sharing and Disclosure

We do not sell your personal information to third parties. We may share your information only in these limited circumstances:

• Service providers: With trusted third parties who assist in operating our website or conducting our business, under strict confidentiality agreements
• Legal requirements: When required by law, court order, or legal process
• Protection of rights: To protect our rights, property, or safety, or that of our clients or others
• Business transfers: In connection with a merger, acquisition, or sale of assets, with advance notice to affected clients

We never share your financial information with financial product providers or receive commissions for referrals.

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. These measures include:

• Encrypted data transmission using SSL/TLS protocols
• Secure storage systems with access controls
• Regular security assessments and updates
• Staff training on data protection and confidentiality
• Limited access to personal information on a need-to-know basis

However, no method of transmission or storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.

Data Retention

We retain your personal information only as long as necessary for the purposes outlined in this policy:

• Active clients: Throughout the duration of your programme plus six months
• Former clients: Three years after programme completion for reference and support purposes
• Inquiry data: One year if no service is purchased
• Website analytics: Aggregated data retained indefinitely, individual user data for 26 months

After these periods, we securely delete or anonymise your information unless longer retention is required by law.

Your Rights

Under data protection law, you have the following rights:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information in certain circumstances
• Restriction: Request we limit how we use your information
• Objection: Object to processing based on legitimate interests or for marketing purposes
• Portability: Request transfer of your information to another service provider
• Withdraw consent: Withdraw previously given consent at any time

To exercise any of these rights, contact us at [email protected]. We will respond within 30 days of receiving your request.

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your experience and analyse site usage. For detailed information about our use of cookies, please see our Cookies Policy.

Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review the privacy policies of any external sites you visit.

Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately so we can delete it.

International Data Transfers

Your information is primarily stored and processed within the United Kingdom. If we transfer data outside the UK or European Economic Area, we ensure appropriate safeguards are in place to protect your information in accordance with data protection law.

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 a notice on our website or sending an email to active clients. The date at the top of this policy indicates when it was last updated.

Continued use of our services after changes take effect constitutes acceptance of the updated policy.

Contact Us

If you have questions, concerns, or requests regarding this privacy policy or our data practices, please contact us:

Email: [email protected]
Address: 42 High Street, Guildford, Surrey, GU1 3DY, United Kingdom

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues.