Privacy Policy
How we collect, use and look after your personal information.
Ideal Financial Management Ltd is the data controller for personal information collected through this website and through our advice relationship.
We use personal data to respond to enquiries, provide regulated advice and services, meet our legal and regulatory obligations, and improve how we communicate with clients.
We do not sell your personal information. We keep data only for as long as needed for the purposes described, including regulatory record-keeping.
To exercise your rights (including access, correction or erasure where applicable), contact us via the Contact page or email enquiries@idealfinancialmanagement.co.uk.
For cookie preferences and related controls, see Manage My Data.