Privacy Policy

A2Z Finance & Protection Ltd – Privacy Statement

A2Z Finance & Protection Ltd takes the treatment and protection of your personal data very seriously. In particular:

• We will only collect personal data that is needed either to enable us to respond to your specific enquiry or to properly provide our financial advice to you. We will keep your personal data up to date when you tell us about changes to your circumstances.
• We will take appropriate and reasonable measures to keep your personal data secure, and we will only use your data appropriately, reasonably and fairly.
• We will not share your personal data with other organisations (unless you ask us to), except when it is absolutely necessary, when required to comply with the rules imposed on us by the Financial Conduct Authority, or when it is a legal requirement or court order.
• We will not hold your personal data for any longer than necessary or required by the Financial Conduct Authority or other government and/or regulatory bodies.
• We will make every reasonable effort to assist you in exercising your rights under the prevailing data protection legislation.
• We can confirm that we are using third-party cookies from Trustpilot so clients can voluntarily write and verify reviews.

How We Collect Your Data

Our Privacy Policy applies to any personal data that we collect, whether provided:

• In person (face-to-face meetings)
• Via telephone
• In writing
• By email
• By text message
• Or by any other electronic means

Your Rights

If you wish to have your personal data removed from our records, please contact us. We will confirm that this has been done or clearly explain why it cannot be completed (for example, due to legal or regulatory requirements).

Complaints & Data Access

In the unlikely event that you wish to complain about how we have used, shared, or stored your personal data, or if you would like to view the information we hold about you, please contact:

A2Z Finance & Protection Ltd
32–33 Upper Street
London N1 0PN