Privacy Policy for Elderbloom Partners
Elderbloom Partners is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services, which include bespoke retirement income strategies, pension consolidation and advice, inheritance tax planning, long-term care funding solutions, and wealth management for pre-retirees and retirees. Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the site or use our services.
Information We Collect
We may collect information about you in a variety of ways. The information we may collect on our site or through our services includes:
Personal Data
Personally identifiable information, such as your name, mailing address, email address, phone number, and financial information which you voluntarily give to us when you express an interest in obtaining information about us or our services, when you participate in activities on our online platform, or otherwise when you contact us. This data is essential for us to provide tailored financial and retirement planning services.
Derivative Data
Information our servers automatically collect when you access our site, such as your IP address, your browser type, your operating system, your access times, and the pages you have viewed directly before and after accessing the site. This data is primarily needed to maintain the security and operation of our site, and for our internal analytics and reporting purposes.
Information from Third Parties
We may receive information from third parties, such as analytics providers, advertising networks, and publicly available sources, to help us understand user behaviour and improve our services.
How We Use Your Information
Having accurate information about you permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you via our service to:
- Provide and manage our bespoke retirement income strategies, pension consolidation and advice, inheritance tax planning, long-term care funding solutions, and wealth management services.
- Process your inquiries and requests, and respond to your questions.
- Communicate with you about our services, promotions, and important updates.
- Prepare and deliver tailored reports and statements related to your financial planning.
- Improve the efficiency and operation of our site and services.
- Monitor and analyze usage and trends to improve your experience with our site.
- Comply with legal obligations and regulatory requirements.
- Prevent fraudulent transactions, monitor against theft, and protect against criminal activity.
Disclosure of Your Information
We may share information we have collected about you in certain situations. Your information may be disclosed as follows:
By Law or to Protect Rights
If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by any applicable law, rule, or regulation. This includes exchanging information with other entities for fraud protection and credit risk reduction.
Third-Party Service Providers
We may share your information with third parties that perform services for us or on our behalf, including data analysis, email delivery, hosting services, customer service, and marketing assistance. These service providers will have access to your personal information only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.
Business Transfers
If we reorganize or sell all or a portion of our assets, undergo a merger, or are acquired by another entity, we may transfer your information to the successor entity.
Security of Your Information
We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.
Your Privacy Rights (GDPR)
In accordance with the General Data Protection Regulation (GDPR), if you are a resident of the European Economic Area (EEA), you have certain rights regarding your personal data:
- The right to be informed: You have the right to be provided with clear, transparent, and easily understandable information about how we use your personal data and your rights.
- The right of access: You have the right to obtain a copy of your personal data that we hold about you.
- The right to rectification: You have the right to have inaccurate personal data rectified or completed if it is incomplete.
- The right to erasure ("the right to be forgotten"): In certain circumstances, you can ask for your personal data to be deleted or removed where there is no compelling reason for its continued processing.
- The right to restrict processing: In certain circumstances, you have the right to ‘block’ or suppress further use of your personal data.
- The right to data portability: You have the right to obtain and reuse your personal data for your own purposes across different services.
- The right to object: You have the right to object to certain types of processing, including for direct marketing.
- Rights in relation to automated decision making and profiling: You have the right not to be subject to a decision based solely on automated processing, including profiling, which produces legal effects concerning you or similarly significantly affects you.
To exercise any of these rights, please contact us using the contact details provided below.
Policy for Children
We do not knowingly solicit information from or market to children under the age of 18. If you become aware of any data we have collected from children under age 18, please contact us using the contact information provided below.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time in order to reflect, for example, changes to our practices or for other operational, legal, or regulatory reasons. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes.
Contact Us
If you have questions or comments about this Privacy Policy, please contact us at:
Elderbloom Partners
315 Paternoster Row, Unit 2B
London, Greater London
EC4M 7BA, United Kingdom