Privacy Policy

Information we collect

We collect information you provide directly to us, along with limited technical information generated when you use this website.

• Details you submit. Your name, email address and, where you choose to provide it, your date of birth, telephone number and any message or enquiry content you send us.
• Advisory information. Where you engage us for services, documents and details relevant to the advice — for example income, commitments, existing policies and borrowing arrangements.
• Newsletter preferences. Your subscription status, including whether you have opted out of marketing communication.
• Technical information. Browser type, device type and general usage patterns collected in aggregate to keep the website working properly.

How we use information

Information is used only for purposes connected with the service you have requested or a legitimate business need:

• Responding to enquiries and arranging appointments.
• Preparing, providing and reviewing financial advice and related services.
• Administering newsletter subscriptions and honouring unsubscribe requests.
• Meeting record-keeping, compliance and regulatory obligations that apply to financial services.
• Improving the structure, content and accessibility of this website.

We do not sell personal information, and we do not use your details for purposes unrelated to the reason you provided them.

Lawful basis for processing

Depending on the activity, we rely on the following grounds:

• Consent. For newsletter communication and any optional marketing. You may withdraw consent at any time using the unsubscribe page.
• Contract. Where processing is necessary to deliver services you have asked us to provide.
• Legal obligation. Where we must retain or disclose information to comply with applicable law or regulatory requirements.
• Legitimate interests. For responding to enquiries, securing our systems and improving our services, balanced against your rights.

When we share information

We share personal information only where it is necessary and appropriate:

• Lenders, insurers and providers. Where you have asked us to arrange or compare products on your behalf.
• Professional advisers. Accountants, legal advisers or compliance partners engaged in supporting your matter.
• Service providers. Technology, hosting, email and document-management suppliers acting under confidentiality obligations.
• Legal requirements. Where disclosure is required by law, court order or a regulator, or is necessary to protect against fraud.

Cookies and analytics

This website uses only the cookies and similar technologies required for it to function correctly, such as remembering your navigation preferences. If we introduce analytics or performance cookies in the future, this policy will be updated and a consent notice will be provided where required.

How long we keep data

We keep personal information only as long as necessary for the purpose it was collected, or for the period required by applicable record-keeping and financial services obligations. Newsletter records are kept until you unsubscribe, after which a minimal suppression record may be retained to ensure you are not contacted again.

How we protect data

We apply administrative, technical and physical safeguards designed to protect personal information against unauthorised access, alteration, disclosure or destruction. These include access controls, secure transmission of information submitted through our forms and staff confidentiality arrangements.

No method of transmission or storage is completely secure. If you believe your information has been compromised, please contact us immediately so we can investigate.

Your rights

Subject to applicable law, you may have the right to:

• Request access to the personal information we hold about you.
• Request correction of information that is inaccurate or incomplete.
• Request deletion of information we no longer need to retain.
• Object to or restrict certain processing, including direct marketing.
• Withdraw consent at any time where processing is based on consent.
• Request a copy of information you provided to us in a portable format.

To exercise any of these rights, contact us at support@financeprimeplace.com. We may need to verify your identity before acting on a request. Some rights are limited where we are required to retain information for legal or regulatory reasons.

Children's privacy

Our services are intended for adults. We do not knowingly collect personal information from children through this website. If you believe a child has provided information to us, please contact us and we will take appropriate steps to remove it.

Changes to this policy

We may update this policy to reflect changes in our practices, technology or legal requirements. The current version will always be available on this page, and material changes will be communicated where appropriate.

Contacting us

For any question about this policy or how your information is handled, please contact:

• Finance Prime Place, 551 NW 55th St, Gainesville, FL 32607, USA
• Email: support@financeprimeplace.com
• Telephone: +1 352-213-5274

You also have the option to unsubscribe from our newsletter at any time, or to subscribe if you have not already.