Privacy Policy

Veracity Financial Planning is committed to protecting your privacy. This policy explains how we collect, use, and safeguard your personal data.

Information We Collect

We may collect personal information including your name, email address, phone number, address, and financial details when you contact us, use our services, or submit forms on our website.

How We Use Your Information

• To provide the financial advice and services you've requested
• To respond to your enquiries
• To comply with our regulatory obligations under the FCA
• To send you relevant updates about your financial arrangements (with your consent)

Legal Basis

We process your data based on: your consent, the performance of a contract, our legitimate business interests, and compliance with our legal and regulatory obligations as an FCA-authorised firm.

Data Sharing

We may share your information with product providers, lenders, and other third parties as necessary to provide the services you've requested. We will never sell your data to third parties for marketing purposes.

Data Retention

We retain your personal data for as long as necessary to provide our services and comply with our regulatory obligations. Financial records are typically retained for a minimum of six years.

Your Rights

Under GDPR, you have the right to access, rectify, or erase your personal data. You may also restrict or object to processing, and request data portability. To exercise these rights, contact us at info@veracityfp.co.uk.

Contact

If you have questions about this policy, contact us at 1st Floor, 2b Thackerays Lane, Woodthorpe, Nottingham NG5 4HP, or email info@veracityfp.co.uk.