Privacy Policy

Our Privacy Commitment

pelionthara Financial Planning is committed to protecting your privacy and handling your personal information responsibly. This Privacy Policy explains how we collect, use, and safeguard your information when you use our services.

We believe transparency is essential when it comes to your personal data, and we are dedicated to maintaining the highest standards of privacy protection.

Information We Collect

We collect information that you provide directly to us and information that is automatically gathered when you use our services:

• Contact details including name, email address, phone number, and mailing address
• Financial information relevant to providing consultation services
• Communication preferences and interaction history with our services
• Technical information such as IP address, browser type, and usage patterns

How We Use Your Information

We use your personal information for the following purposes:

• Providing financial planning consultation services and support
• Communicating with you about our services and your account
• Improving our services and developing new features
• Complying with legal obligations and protecting our legitimate interests

Legal Basis for Processing

We process your personal information based on the following legal grounds:

We process your data on the basis of consent and legitimate interest: Consent / Legitimate Interest

Information Sharing

We may share your information in the following circumstances:

• With service providers who assist in delivering our services
• When required by law or to protect our legal rights
• With your explicit consent for specific purposes

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

• Access and obtain copies of your personal information
• Correct inaccurate or incomplete personal information
• Delete your personal information under certain circumstances
• Object to or restrict processing of your personal information

Cookies and Tracking

We use cookies and similar technologies to enhance your experience and gather usage information. For detailed information about our cookie practices, please review our separate Cookie Policy.

Cookie Policy: View our complete Cookie Policy for detailed information about how we use cookies and your choices regarding their use.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and resolve disputes. Retention periods vary based on the type of information and applicable legal requirements.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from minors without proper parental consent.

Policy Updates

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of significant changes through email or prominent website notices.

Contact Us About Cookies

For questions about this Privacy Policy or our privacy practices, please contact us: