Privacy Policy for Personal Financial Planning

We place a high priority on data privacy and transparency. This document outlines how your personal information is collected, handled, and protected when you engage with Nytharivexo.

What We Collect

We collect information only when necessary to provide our services effectively and compliantly.

  • Details you submit via forms, phone calls, written correspondence, or meetings with our advisers.
  • Contact details such as name, address, email address, and phone number shared for identification and communication.
  • Information relating to your enquiry, such as personal financial information and preferences needed for tailored guidance.
  • Records of your communications with us, including emails and meeting notes to ensure quality service.

How We Use Your Data

Your information is used strictly for personalised financial planning and communication purposes.

  • To understand your needs and offer tailored consultation or guidance.
  • To respond to your enquiries, provide requested services, and manage your account.
  • To comply with legal and regulatory obligations in the United Kingdom.
  • To improve our internal processes, quality, and service delivery.

Legal Basis Explained

Nytharivexo processes personal data under the legal bases of consent and legitimate interest.

We rely on your explicit consent for processing data, fulfilling contractual requirements, and meeting our regulatory obligations.

Sharing Information

We do not sell your information and only share data when required by law or for the delivery of services.

  • Trusted service providers for IT, compliance, or communication who support our obligations—bound by confidentiality.
  • Regulatory or government authorities if legally obliged or for compliance and safety purposes.
  • New advisers joining Nytharivexo, who are contractually bound to confidentiality and data protection practices.

Data Security

We use physical, administrative, and digital safeguards to protect personal information. Security protocols are reviewed regularly, and access is restricted to authorised personnel only. Online transmissions are encrypted and monitored for safety.

Your Rights

As a UK resident, you have clear rights over your data held by us.

  • Access and request a copy of your personal information at any time.
  • Request corrections if you believe the data we hold is incomplete or incorrect.
  • Object to, restrict, or request deletion of your information when appropriate.
  • Withdraw consent for processing at any time unless law requires it otherwise.

Use of Cookies

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Contact Us

You can reach us with privacy or data use questions at our address, by email, or by phone during office hours.

Email Address: content@nytharivexo.sbs

Phone Number: +44(0)1463 15512

Address: 3 Brindley Place, Birmingham, B1 2JB United Kingdom

Policy Changes Notice

We reserve the right to update this statement. Significant changes will be communicated promptly.

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