Privacy Policy

1. Introduction

Guildmark Financial respect your privacy and are committed to protecting your personal data. This privacy policy will inform you as to how we look after your personal data when you visit our website (regardless of where you visit it from) and tell you about your privacy rights and how the law protects you.

2. UK GDPR Compliance

We process your personal data in strict accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. As a provider of executive financial coaching and bespoke investment education, the security of your information is paramount to our standard of craftsmanship.

• Lawful, fair, and transparent processing.
• Purpose limitation for financial advisory services.
• Data minimisation and accuracy.

3. Data We Collect

In providing our tailored wellness workshops and legacy planning services, we may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

• Identity Data: includes first name, last name, title.
• Contact Data: includes billing address, email address and telephone numbers.
• Financial Data: necessary for bespoke investment strategy development.
• Technical Data: includes internet protocol (IP) address, your login data, browser type and version.

4. How We Use Your Data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

1. Where we need to perform the contract we are about to enter into or have entered into with you.
2. Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
3. Where we need to comply with a legal or regulatory obligation in the United Kingdom.