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Privacy Policy

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Pecunia Financial Planning Privacy Policy

At Pecunia Financial Planning, your privacy is important to us. This policy explains how we collect, use, and protect your personal information.

 

What Information We Collect
We may collect personal details such as your name, contact information, and financial information when you get in touch with us or use our services.

 

How We Use Your Information
Your information is used to provide financial advice, manage our services, and communicate with you. We do not share your data with third parties for marketing purposes.

 

Data Protection
We take appropriate measures to keep your information safe and secure.

 

Your Rights
You have the right to access, correct, or request deletion of your personal data. You can also object to certain uses of your information.

 

Cookies and Tracking
Our website may use cookies to improve your experience. You can manage cookie settings in your browser.

 

Contact Us
If you have any questions about your privacy or how your information is handled, please contact us at info@pecuniafp.com.

Pecunia Financial Planning Limited provides "educational financial services or guidance", which the Financial Conduct Authority (FCA) Handbook PERG 8.26.2 and Section 22 of the Financial Services and Markets Act 2000 state does not require FCA regulation. As we do not sell investment or pension products, these educational financial services fall under the jurisdiction of general consumer laws in the UK, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition, and Consumers Act 2024. The Competition and Markets Authority oversee us.

 

Clients of Pecunia Financial Planning Limited are protected by consumer protection regulations, granting them a private right of action not available to clients of FCA-regulated firms. For additional information see our terms and conditions. Please feel free to contact us.

 

Pecunia Financial Planning Limited is registered in England & Wales under company number 15693682 registered office address 5 The Dingle, Heapey, Chorley, Lancashire, United Kingdom, PR6 9AZ.

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