At Zenith Advisory, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect your data when you visit our website or use our services.
1. Information We Collect
We collect the following types of personal information when you interact with us:
- Personal Identification Information: Name, email address, home address, phone number, national insurance number, Unique Taxpayer Reference etc.
- Cookies and Tracking Technologies: We use cookies to enhance your experience on our site and to collect analytics. You can manage your cookie preferences in your browser settings.
2. How We Use Your Information
We use the information we collect for the following purposes:
- Client Due Diligence: As a regulated firm, we are required to perform due diligence on clients and we therefore require certain sensitive information in order to comply with our regulatory body and anti-money laundering regulations.
- To Provide and Improve Our Services: To deliver the services you request and enhance your experience.
- To Communicate With You: To send service updates, newsletters, or promotional emails (if you have opted in).
- To Improve Website Functionality: We use usage data to analyse and improve the performance of our website.
- To Ensure Security: To protect against fraud and unauthorised access.
3. How We Share Your Information
We may share your information with the following parties:
- Third-Party Service Providers: We may share your information with trusted service providers who help us operate our business. As an example, we have a CRM system called Bright Manager which enables us to communicate with clients and improve overall service levels.
- Legal Compliance: If required by law, we may share your information in response to legal requests or to protect the rights, property, and safety of Zenith Advisory, our users, or others.
4. Data Security
We take reasonable measures to protect your personal data from unauthorised access, alteration, or disclosure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.
5. Your Rights
Depending on your location, you may have the following rights regarding your personal data:
- Access: You can request a copy of the personal data we hold about you.
- Correction: You can update or correct any inaccurate information we hold about you.
- Deletion: You may request that we delete your personal data, subject to certain legal and regulatory restrictions.
- Opt-out of Marketing: You can opt out of receiving marketing communications at any time.
6. Cookies and Tracking
We use cookies and similar technologies to collect usage data, personalise content, and analyse website traffic. Cookies are small text files stored on your device. You can choose to disable cookies by adjusting your browser settings, but please note that some features of the website may not function properly if you do.
8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will post the updated policy on this page with the new effective date. We encourage you to review this policy periodically for any changes.
9. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us at:
Zenith Advisory Solutions LLP
hello@zenithadvisory.uk
0208 903 0337
Chancellors House
3 Brampton Lane
Hendon
NW4 4AB