Privacy Policy

1. Introduction

Trix Life Financial Planning ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website trix-lifehanks.com or use our financial planning services.

2. Information We Collect

2.1 Personal Information

We may collect the following personal information:

• Name and contact information (email address, phone number, postal address)
• Financial information necessary for providing financial advice
• Employment and income details
• Investment goals and risk tolerance
• Bank account and investment account information

2.2 Technical Information

We automatically collect certain information when you visit our website:

• IP address and browser information
• Website usage data and analytics
• Cookies and similar tracking technologies

3. How We Use Your Information

We use your information for the following purposes:

• Providing financial planning and advisory services
• Communicating with you about our services
• Sending newsletters and marketing communications (with your consent)
• Improving our website and services
• Complying with legal and regulatory requirements

4. Information Sharing and Disclosure

We may share your information in the following circumstances:

• With your explicit consent
• With service providers who assist us in providing our services
• To comply with legal obligations or court orders
• In connection with a business transfer or merger

5. Data Retention

We retain your personal information for as long as necessary to provide our services and comply with our legal obligations. Financial records are typically retained for a minimum of 7 years as required by UK financial regulations.

6. Your Rights Under GDPR

As a UK/EU resident, you have the following rights:

• Right to access your personal data
• Right to rectify inaccurate data
• Right to erasure ("right to be forgotten")
• Right to restrict processing
• Right to data portability
• Right to object to processing
• Right to withdraw consent

7. Cookies

Our website uses cookies to enhance your experience. You can control cookie preferences through your browser settings or our cookie management system. For more information, please see our Cookie Policy.

8. Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. This includes encryption, secure servers, and regular security assessments.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites and encourage you to review their privacy policies.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new policy on our website and updating the "last updated" date.

11. Contact Information

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us:

12. Regulatory Information

Trix Life Financial Planning is authorised and regulated by the Financial Conduct Authority (FCA). Our firm reference number is available upon request.