Veridian Wealth Partners | Expert Tax & Financial Consulting in London

Privacy Policy of Veridian Wealth Partners

At Veridian Wealth Partners, we are committed to protecting the privacy and security of your personal data. This Privacy Policy outlines how we collect, use, disclose, and protect information gained through our comprehensive tax and wealth management consulting services, including through our online platform. We adhere strictly to the General Data Protection Regulation (GDPR) and other applicable data protection laws in the UK.

1. Information We Collect

We collect various types of information from and about you, primarily to provide our tax and wealth management services effectively. This includes:

Personal Identification Information: Name, address, date of birth, national insurance number, tax identification numbers, contact details (phone number, email address), and other identifiers necessary for tax and financial services.
Financial Information: Income details, bank account numbers, investment portfolios, tax returns, financial statements, and other financial data relevant to tax planning, advisory, and compliance.
Information related to our services: Details concerning your personal tax planning, corporate tax advisory, VAT consultation, inheritance tax advice, international tax strategy, R&D tax credits, and financial planning needs.
Technical Information: When you interact with our online platform, we may collect information such as your IP address, browser type, operating system, referring URLs, and website usage data. This is primarily for maintaining the security and functionality of our platform.

2. How We Collect Your Information

We collect information through various methods, including:

Directly from you: When you engage our services, complete forms, correspond with us via phone, email, or in person, or provide information through our online platform during inquiries or service engagement.
From third parties: With your consent, or as permitted by law, we may obtain information from third parties such as financial institutions, government agencies (e.g., HMRC), or other professional advisors.
Automatically: As you navigate through our online platform, certain technical data may be collected automatically.

3. Legal Basis for Processing

We process your personal data based on one or more of the following legal bases:

Performance of a Contract: To fulfill our contractual obligations to you or to take steps at your request before entering into a contract (e.g., providing tax advisory services).
Legal Obligation: To comply with legal or regulatory obligations, such as tax laws, anti-money laundering regulations, or professional standards.
Legitimate Interests: Where processing is necessary for our legitimate interests (or those of a third party) and your fundamental rights do not override those interests (e.g., for internal administrative purposes, fraud prevention, or service improvement).
Consent: In specific situations where we have obtained your explicit consent for a particular purpose. You have the right to withdraw your consent at any time.

4. How We Use Your Information

We use the information we collect for various purposes, including:

To provide and deliver our tax and wealth management consulting services, including personal tax planning, corporate tax advisory, VAT consultation, inheritance tax advice, international tax strategy, R&D tax credits, and tax compliance and filing.
To manage our relationship with you, including communicating about our services, updates, or changes to our policies.
To fulfill our legal and regulatory obligations, such as reporting to tax authorities or complying with audit requirements.
To improve and personalize our services and the user experience on our online platform.
To detect, prevent, and address technical issues, fraud, or security incidents.
For internal administrative purposes, such as record-keeping and data analysis.

5. Disclosure of Your Information

We may share your personal data with third parties in certain circumstances, including:

Service Providers: We may engage trusted third-party service providers who assist us in operating our business and providing our services (e.g., IT support, cloud hosting, professional advisors). These service providers are contractually obligated to protect your data and only use it for the purposes for which it was provided.
Legal and Regulatory Authorities: We may disclose information when required by law, court order, or governmental regulation, or if we believe it is necessary to protect our rights, property, or safety, or the rights, property, or safety of others.
Professional Advisors: Such as auditors or legal counsel, bound by confidentiality obligations.
With Your Consent: We may share your information with other third parties when we have your explicit consent to do so.

We do not sell or rent your personal data to third parties for marketing purposes.

6. Data Security

We implement robust technical and organizational measures to protect your personal data from unauthorized access, accidental loss, disclosure, alteration, and destruction. These measures include encryption, access controls, secure networks, and regular security assessments. While we strive to protect your personal information, no method of transmission over the internet or method of electronic storage is 100% secure.

7. Data Retention

We retain your personal data for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements. Generally, this means we will keep your information for the duration of our engagement with you and for a further period as required by tax laws or professional guidelines (e.g., 6 years after the end of the relevant tax year).

8. Your Rights

Under GDPR and UK data protection laws, you have the following rights regarding your personal data:

The right to be informed: About how your personal data is collected and used.
The right of access: To request a copy of the personal data we hold about you.
The right to rectification: To request that we correct any inaccurate or incomplete personal data.
The right to erasure ("right to be forgotten"): To request the deletion of your personal data, under certain circumstances.
The right to restrict processing: To request that we limit the way we use your personal data.
The right to data portability: To receive your personal data in a structured, commonly used, and machine-readable format and to transmit that data to another controller.
The right to object: To our processing of your personal data in certain situations, especially for direct marketing purposes.
Rights in relation to automated decision-making and profiling: To not be subject to a decision based solely on automated processing, including profiling, which produces legal effects concerning you or similarly significantly affects you.

To exercise any of these rights, please contact us using the details provided below. We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will post any changes on this page and, where appropriate, notify you through our customary communication channels. Your continued use of our services after any changes indicates your acceptance of the updated policy.

10. Contact Us

If you have any questions or concerns about this Privacy Policy or our data protection practices, please contact us at:

Veridian Wealth Partners

2847 Bishopsgate,

Floor 7,

London, Greater London,

EC2M 7AD,

If you are not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK's independent authority for upholding information rights.