Legal

Privacy notice

How Beacon Wealth Counsel handles personal data collected through this website and client engagements.

Data controller

Beacon Wealth Counsel, 5940 Goldner Motorway, Becker-on-Mueller, England, United Kingdom, is the data controller for enquiries and client records associated with this site. Contact: hello@cybersafehq.digital, telephone +44-4-877-1296.

Data we collect

Enquiry forms collect name, email, optional consultation preference, preferred call window, and message content. Client engagements collect identity, financial, and contact details necessary to provide regulated advice, as described in the letter of engagement and privacy wording issued at onboarding.

Purposes and lawful bases

We process enquiry data to respond to your message (legitimate interests or steps toward a contract). Client data is processed to perform the advice contract and meet regulatory record-keeping duties.

Retention

Unresolved website enquiries are typically retained for up to twenty-four months. Client files are retained for periods required by financial services regulation and our retention schedule, often several years after an engagement ends.

Your rights

Under UK GDPR you may request access, rectification, erasure, restriction, or portability where applicable, and you may object to certain processing. You may complain to the Information Commissioner’s Office.

International transfers

We aim to store personal data within the United Kingdom or European Economic Area. If a provider processes data elsewhere, we use appropriate safeguards such as standard contractual clauses.

Cookies

See our cookie notice for details of essential and analytics cookies.