Privacy Policy

At Fiduciary Atlas, we take your privacy seriously. This Privacy Policy explains how we collect, use, store, and protect your personal information when you use our website and services. We are committed to being transparent about our data practices and ensuring your information remains secure.

Last updated: November 12, 2025

Information We Collect

Personal Information You Provide

When you interact with our website or services, you may voluntarily provide personal information including:

Name and contact details when you submit forms or contact us
Email address and phone number for communication purposes
Information about your financial situation and goals when engaging our services
Any other information you choose to provide in communications with us

Information Collected Automatically

When you visit our website, we may automatically collect certain technical information:

IP address, browser type, and operating system
Pages visited, time spent on pages, and navigation patterns
Referring website and search terms used to find us
Device information and screen resolution

Cookies and Similar Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. For detailed information about our cookie practices, please see our Cookie Policy.

How We Use Your Information

Providing Our Services

We use your personal information primarily to deliver the financial advisory services you request, including:

→ Responding to your inquiries and providing consultation services
→ Analyzing your financial situation and developing personalized strategies
→ Maintaining client relationships and providing ongoing support
→ Processing payments and managing billing

Communication and Marketing

With your consent, we may use your contact information to:

→ Send you updates about our services and industry insights
→ Notify you about changes to our services or policies
→ Provide educational content relevant to your financial interests
→ Respond to your requests and questions

You can opt out of marketing communications at any time.

Website Improvement and Analytics

We analyze usage data to understand how visitors interact with our website, identify areas for improvement, measure the effectiveness of our content, and enhance overall user experience. This helps us optimize our website functionality and provide more relevant information to our visitors.

Legal Basis for Processing

Under UK data protection law, we process your personal information based on:

→ Contractual necessity: Processing required to provide our services
→ Legitimate interests: Improving our services and communicating with clients
→ Consent: Where you have given explicit permission
→ Legal obligation: Compliance with financial regulations and record-keeping requirements

How We Share Your Information

Service Providers

We work with trusted third-party service providers who assist us in operating our website, conducting business, and serving our clients. These providers include website hosting services, email communication platforms, analytics tools, and payment processors. These partners are contractually bound to protect your information and may only use it to perform services on our behalf.

Professional Advisors

With your consent, we may share relevant information with other professional advisors involved in your financial planning, such as legal counsel, accountants, or estate planning specialists, to provide you with comprehensive guidance.

Legal Requirements

We may disclose your information when required by law, regulation, legal process, or governmental request. This includes compliance with financial regulations, responding to court orders, or protecting our legal rights and those of our clients.

No Sale of Personal Data

We do not sell, rent, or trade your personal information to third parties for their marketing purposes. Your trust is fundamental to our relationship, and we maintain strict confidentiality of client information.

How We Protect Your Information

Security Measures

We implement appropriate technical and organizational security measures to protect your personal information:

Encryption of sensitive data during transmission and storage
Secure server infrastructure with regular security updates
Access controls limiting data access to authorized personnel only
Regular security audits and vulnerability assessments
Employee training on data protection and confidentiality

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, resolve disputes, and enforce our agreements. For client relationships, we typically maintain records for seven years after the conclusion of services, in accordance with financial services regulations. After this period, data is securely deleted or anonymized.

Breach Notification

In the unlikely event of a data breach that poses a risk to your rights and freedoms, we will notify you and the relevant supervisory authority within 72 hours, as required by UK data protection law. We maintain an incident response plan to address security breaches promptly and effectively.

Your Privacy Rights

Right to Access

You have the right to request a copy of the personal information we hold about you. We will provide this information in a structured, commonly used, and machine-readable format within one month of your request.

Right to Rectification

If you believe any information we hold about you is inaccurate or incomplete, you have the right to request that we correct or complete it. We will respond to rectification requests promptly.

Right to Erasure

Under certain circumstances, you can request that we delete your personal information. This right applies when the data is no longer necessary for the purposes collected, you withdraw consent, or you object to processing. Note that legal obligations may require us to retain certain information.

Right to Restrict Processing

You can ask us to temporarily restrict processing of your personal information while we verify its accuracy or assess your objection to processing.

Right to Data Portability

You have the right to receive your personal information in a portable format and request that we transfer it directly to another organization where technically feasible.

Right to Object

You can object to processing of your personal information based on legitimate interests or for direct marketing purposes. We will cease processing unless we have compelling legitimate grounds that override your interests.

How to Exercise Your Rights

To exercise any of these rights, please contact us using the details provided at the top of this policy. We will respond to your request within one month and may need to verify your identity before processing your request. If you're not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner's Office (ICO) in the United Kingdom.

Your Rights and Opt-Out Instructions

You are not required to provide any personal information when using this website. If you prefer not to share your data, you may:

Avoid filling out contact forms, account registrations, or any data-submitting features

Disable cookies through your browser settings (see our Cookie Policy for more details)

Contact us directly to request the deletion of any previously shared personal data

We respect your privacy choices. If you would like us to delete your data, please reach out to us at the contact details provided on our Contact page. We will process your request promptly.

Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or business operations. When we make significant changes, we will notify you by posting a notice on our website or, for clients, by email.

We encourage you to review this policy periodically to stay informed about how we protect your information. Your continued use of our website and services after any changes indicates your acceptance of the updated policy.