Your Privacy Here at Edinburgh Portfolio Guidance

When you get in touch for that free chat, or if you decide to work with us, we'll ask for some basic bits of info. This usually includes your name, email, and phone number. We also jot down notes from our chats – things about your investment goals and what you're looking to achieve. We only collect what we genuinely need to help you out, nothing more.

We use your details to do exactly what you've asked us to do. That means:

• Getting back to you when you enquire.
• Scheduling our one-to-one mentorship sessions.
• Giving you personal guidance on your investment portfolios.
• Keeping you updated about your sessions or any changes to our service.

We don't use your info for selling you things you don't want or passing it on for marketing.

Simply put? No one, unless we absolutely have to. We don't sell your personal data. We don't trade it. We might use some trusted tools to run our business, like a secure email service or a calendar booking system. These companies only get to use your data to help us provide our service to you, and they're under strict rules to keep it safe. The only other time we'd share it is if the law absolutely says we must, like for a court order.

We take sensible steps to protect your information from getting lost, misused, or accessed by the wrong people. We use secure computer systems and make sure only the necessary team members at Edinburgh Portfolio Guidance can see your details. Think of it like keeping your valuables locked away – we do our best to keep your digital info secure.

You've got rights when it comes to your personal data. You can:

• Ask us what information we hold about you.
• Ask us to correct any details that are wrong.
• Ask us to stop using your information or even delete it, in most cases.

Just send us an email if you want to do any of these things. We'll do our best to help you out as quickly as possible.

Like most websites these days, ours uses small files called 'cookies'. These help the site work properly and let us see what pages people find most useful. They don't collect any information that identifies you personally, just general stuff about how people use our website. You can usually turn cookies off in your browser settings if you prefer.

We might need to update this policy now and then, especially if things change in how we operate or if new rules come out. When we make big changes, we'll update the 'Last updated' date at the top of this page. We encourage you to check back here sometimes to make sure you're happy with things.

If anything in this policy isn't clear, or if you just have a question about your privacy, don't hesitate to contact us.

Email: [email protected]
Phone: +44 131 496 0882
Address: 15-19 York Pl, Edinburgh EH1 3EB, UK

We're here to help.