Privacy Policy and Data Protection

At Helionavexor, we respect your privacy and handle your information securely. This policy explains what data we collect, how we use it, and your rights under UK and GDPR regulations.

Personal information collected

We gather data to provide tailored financial planning. Information collected may include:

• Your name, address, contact details, and additional identification for verification purposes.
• Details from consultation forms, communications with our advisers, or feedback you may provide.
• Technical data such as website usage, cookies, and IP address collected via our website.
• Any preferences or requests that help us personalise your experience and communication.

How your data is used

Information is used solely for providing financial planning services and keeping you informed.

• Responding to enquiries or arranging consultations as requested by you.
• Providing relevant information about services or changes you may need to know about.
• Improving the website and our service experience based on feedback or usage data.
• Complying with legal and regulatory requirements for financial planning firms in the UK.

Legal basis for processing

We process personal data based on the following lawful purposes:

To perform the contract for your requested service, for our legitimate interests (customer service and business development), and to comply with regulatory obligations.

How we share information

Your personal data is not sold and is only shared in limited cases.

• With regulatory authorities, such as the FCA, only when required by law or industry compliance.
• With trusted service providers supporting our business functions (e.g., IT or communications), under agreements protecting your privacy.
• If our firm is involved in a merger, acquisition, or sale, subject to data security obligations and notice to you.

Data security

We use technical, administrative, and physical safeguards to ensure the protection of your data from unauthorised access or misuse. All staff are trained in data privacy, and regular reviews of our processes are conducted for ongoing compliance.

Your rights

You have rights regarding your data, which we respect and uphold. These include:

• Access to personal data held about you and to request corrections if inaccurate.
• The right to object, restrict, or request deletion in certain scenarios, as outlined by law.
• The right to withdraw consent where processing is based on your permission.
• The right to raise a concern with the UK Information Commissioner’s Office at any time.

Use of cookies

Cookies are small files that help personalise your site experience. More information is available in our Cookie Policy.

Cookie Policy Cookie Policy

Contact us

If you have questions about this policy or your personal data, please reach out using the details below.

Changes to this policy

We may update this Privacy Policy to reflect changes in law or our practices. Updates will be posted with revised dates.