Privacy policy.

Taylored Financial Planning

Last updated: December 2025

Taylored Financial Planning (“we”, “us”, “our”) is committed to protecting your personal information and respecting your privacy. This policy explains how we collect, use and safeguard your data when you visit our website or contact us.

For any questions, please contact us at:

Email: info@tayloredfp.co.uk

Phone: 01443 561073

Address: 17 Gelliwastad Road, Pontypridd, CF37 2BW

  1. Who we are

    Taylored Financial Planning is an independent financial planning and advice firm based in South Wales. We provide retirement planning, investment advice, protection, and tax and estate planning services to clients across the UK. We act as the Data Controller for the information you provide to us.

  2. What information we collect

    We may collect the following information:

Information you provide directly:

  • Name, address and contact details

  • Email address and telephone number

  • Information submitted via our contact forms

  • Any documents or details you provide when making an enquiry

Information collected automatically:

  • IP address

  • Browser type

  • Pages viewed and time spent on our website

  • Cookies

Information for financial advice (if you become a client):

If you engage our services, we will collect additional information relevant to financial advice such as income, assets, liabilities, family information, insurance needs and investment preferences. This information is handled under a separate client agreement and stored securely.

  1. How we use your information

    We use your personal information to:

  • Respond to enquiries

  • Arrange meetings or consultations

  • Provide financial planning and advice services

  • Improve the performance of our website

  • Meet legal, regulatory and compliance obligations

We will only use your personal information where we have a lawful basis such as consent, contract or legal requirement.

  1. Sharing your information

    We do not sell your information to third parties. We may share your data with:

  • Professional service providers who support our business (IT, compliance and CRM systems)

  • Product providers and insurers when processing financial advice or applications

  • Regulators such as the Financial Conduct Authority (FCA) where required by law

All third parties must keep your information secure and use it only for the intended purpose.

  1. How we store and protect your information

    Your data is stored securely using GDPR-compliant systems. We take appropriate technical and organisational measures to prevent unauthorised access, loss or misuse of your information. We keep your information only as long as necessary to fulfil its purpose and meet regulatory requirements.

  2. Your rights

    You have the right to:

  • Request access to the personal data we hold about you

  • Correct any inaccurate information

  • Request deletion of your data where applicable

  • Withdraw consent at any time

  • Object to processing

  • Request a copy of your data in a portable format

To exercise your rights, contact info@tayloredfp.co.uk.

  1. Cookies

    Our website may use cookies to improve your browsing experience, analyse traffic and personalise content. You can control cookies through your browser settings. Disabling cookies may affect website performance.

  2. Links to other websites

    Our website may contain links to external sites. We are not responsible for the privacy practices or content of those websites.

  3. Changes to this policy

    We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.