Your Financial Future, Our Priority

Evergreen Financial Advice Ltd ("we", "us", or "our") is committed to protecting the privacy and personal data of individuals who visit our website and use our services. This Privacy Policy explains what personal data we collect, why we collect it, how we use it, and your rights in relation to it.

We operate in accordance with applicable data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Evergreen Financial Advice Ltd is the data controller responsible for your personal data.

For any privacy-related enquiries, please contact us at:
email: enquiries@evergreenfinanicaladvice.co.uk

We collect personal data only through our website contact form. We do not use cookies, tracking technologies, or any analytics tools on our website.

When you submit an enquiry via our contact form, we may collect the following information:

• Full name
• Email address
• Phone number (if provided)
• Service interest
• The content of your message or enquiry

We do not collect any special category data (e.g. health information, financial account details) through our contact form. Please do not submit such information via the contact form.

We use the personal data collected through our contact form for the following purposes:

• To respond to your enquiry or request for information
• To provide details about our financial services
• To comply with legal and regulatory obligations
• To maintain records of communications where required

We will not use your data for automated decision-making or profiling.

We rely on the following lawful bases under the UK GDPR for processing your personal data:

• Legitimate interests — to respond to your enquiry and manage our client communications (Article 6(1)(f))
• Legal obligation — where we are required to retain records under financial services regulations (Article 6(1)(c))/li>
• Consent — where we have explicitly asked for and received your consent to contact you (Article 6(1)(a))

Our website does not use cookies, web beacons, tracking pixels, or any other tracking technologies. We do not collect any browsing or behavioural data from visitors to our website

We do not sell, rent, or trade your personal data. We may share your information with:

• Our internal staff who need access to respond to your enquiry
• IT service providers or cloud hosting companies that process data on our behalf under a Data Processing Agreement
• Regulatory authorities (e.g. the FCA or HMRC) where we are legally required to do so
• Professional advisers such as lawyers or accountants, where necessary

All third parties who process data on our behalf are required to do so in accordance with applicable data protection law.

We aim to keep your personal data within the UK and European Economic Area (EEA). If any of our service providers are based outside these areas, we will ensure appropriate safeguards are in place (such as UK Standard Contractual Clauses) before transferring your data.

We retain personal data collected through our contact form only for as long as necessary for the purposes outlined in this policy, or as required by law:

• General enquiry data: up to 12 months from the date of last contact if no client relationship is established
• Data relating to clients or regulated business: up to 6 years in line with FCA record-keeping requirements

After the applicable retention period, your data will be securely deleted or anonymised.

Under the UK GDPR, you have the following rights:

• Right of access — to request a copy of the personal data we hold about you
• Right to rectification — to request correction of inaccurate or incomplete data
• Right to erasure — to request deletion of your data in certain circumstances
• Right to restriction — to request that we limit how we use your data
• Right to object — to object to processing based on legitimate interests
• Right to data portability — to receive your data in a structured, machine-readable format
• Right to withdraw consent — where processing is based on consent, you may withdraw it at any time

To exercise any of these rights, please contact us at enquiries@evergreenfinancialadvice.com. We will respond within one calendar month. You will not be charged for making a request.

If you are dissatisfied with how we handle your personal data, you have the right to lodge a complaint with the Information Commissioner's Office (ICO):
Website: www.ico.org.uk | Telephone: 0303 123 1113

We take appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. These include:

• Secure email and encrypted communications
• Restricted staff access on a need-to-know basis
• Regular review of our data handling practices

Please be aware that no method of data transmission over the internet is completely secure. While we strive to protect your personal data, we cannot guarantee absolute security.

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The updated policy will be published on our website with a revised effective date. We encourage you to review this policy periodically

If you have any questions or concerns about this Privacy Policy or how we handle your personal data, please contact us: