Privacy Policy for Elder Bloom Advisors

Elder Bloom Advisors is committed to protecting the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our site or use our financial services. We operate in accordance with applicable data protection laws, including the General Data Protection Regulation (GDPR).

1. Information We Collect

We may collect various types of information from and about users of our online platform, including:

• Personal Identification Information:

  Such as your name, postal address, email address, telephone number, date of birth, and government-issued identification numbers when you complete forms, register for services, or communicate with us.

• Financial Information:

  Details related to your financial situation, including income, assets, liabilities, investment objectives, and existing financial products, which are necessary for providing our advisory services.

• Demographic Information:

  Such as age, gender, and marital status, to tailor our services and communications.

• Technical Data:

  Including your IP address, browser type, operating system, referring URLs, access times, and pages visited on our site, gathered automatically as you interact with our online platform.

2. How We Use Your Information

We use the information we collect for various purposes, primarily to provide and improve our financial services, including:

• Service Delivery:

  To provide retirement planning, pension solutions, estate planning, wealth management, long-term care financial advice, intergenerational wealth transfer guidance, and specialized financial products for later life.

• Personalization:

  To personalize your experience on our site and tailor our services to your specific needs and interests.

• Communication:

  To respond to your inquiries, provide customer support, and send you important updates or information regarding our services.

• Legal and Regulatory Compliance:

  To comply with legal obligations, regulatory requirements, and to prevent fraudulent or illegal activities.

• Internal Operations:

  For internal purposes such as data analysis, auditing, developing new offerings, and improving our internal processes.

3. Disclosure of Your Information

We do not sell your personal information. We may disclose your information in the following circumstances:

• With Your Consent:

  We may share your information with third parties when we have your explicit consent to do so.

• Service Providers:

  We may share information with trusted third-party service providers who assist us in operating our online platform, conducting our business, or providing services to you (e.g., IT support, payment processing, professional advisors). These parties are obligated to keep your information confidential and use it only for the purposes for which we disclose it to them.

• Legal Requirements:

  We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court order or government agency).

• Business Transfers:

  In the event of a merger, acquisition, or sale of all or a portion of our assets, your personal data may be among the assets transferred.

4. Data Security

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

5. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements.

6. Your Data Protection Rights

Under GDPR and other relevant data protection laws, you have certain rights concerning your personal data:

• Right to Access:

  You have the right to request copies of your personal data.

• Right to Rectification:

  You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.

• Right to Erasure ( "Right to be Forgotten"):

  You have the right to request that we erase your personal data under certain conditions.

• Right to Restrict Processing:

  You have the right to request that we restrict the processing of your personal data under certain conditions.

• Right to Object to Processing:

  You have the right to object to our processing of your personal data under certain conditions.

• Right to Data Portability:

  You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

To exercise any of these rights, please contact us using the physical address provided below.

7. Cookies

Our site may use "cookies" to enhance your experience. Cookies are small files placed on your hard drive for record-keeping purposes and to track information about your interaction with our online platform. You may choose to set your web browser to refuse cookies or to alert you when cookies are being sent. However, some parts of our site may not function properly without the aid of cookies.

8. Changes to This Privacy Policy

Elder Bloom Advisors may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will post the revised policy on this page, and we encourage you to review it periodically.

9. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

Elder Bloom Advisors

1290 Canary Wharf Crescent,

Floor 8,

London, Greater London,

E14 5GN, United Kingdom