Privacy Policy

How we handle your personal information

Last updated: 1 March 2026

Introduction

SurreymontePro Ltd ("we", "our", "us") is committed to protecting your privacy. This policy explains how we collect, use, store, and protect your personal information when you use our website and services.

We are registered in England and Wales under company number 11847293, with our registered office at 14 Chancery Lane, London WC2A 1PL.

Information We Collect

We collect information in several ways depending on how you interact with us:

Information you provide directly

  • Contact details (name, email address, postal address)
  • Financial information you share during consultations (income, expenses, debts, savings)
  • Correspondence you send us
  • Feedback and survey responses

Information collected automatically

  • Technical data (IP address, browser type, operating system)
  • Usage data (pages visited, time spent on site, referring website)
  • Cookie data (see our Cookies Policy for details)

How We Use Your Information

We use your personal information for the following purposes:

  • To provide our financial education and coaching services
  • To respond to your enquiries and communication
  • To schedule and conduct consultations
  • To send you service-related communications
  • To improve our website and services
  • To comply with legal obligations

We process your information based on legitimate business interests, contractual necessity, and where applicable, your consent.

Financial Information

Given the nature of our services, we handle sensitive financial information. We want to be clear about how this is treated:

  • Financial details you share are used solely for providing our services
  • We do not share your financial information with third parties for their marketing purposes
  • We do not sell access to your financial data under any circumstances
  • Financial records are stored securely and retained only as long as necessary

Data Sharing

We may share your information with:

  • Service providers who assist in our operations (hosting, payment processing)
  • Professional advisers (accountants, legal counsel) where necessary
  • Regulatory authorities if required by law

All third parties with whom we share data are bound by confidentiality obligations and are prohibited from using your information for their own purposes.

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. These include:

  • Encryption of data in transit and at rest
  • Access controls limiting who can view your information
  • Regular security assessments
  • Staff training on data protection

Data Retention

We retain your personal information only for as long as necessary to fulfil the purposes for which it was collected. Specific retention periods include:

  • Client records: 7 years from the end of our business relationship
  • Enquiries that don't proceed: 2 years
  • Website analytics data: 26 months

After these periods, data is securely deleted or anonymised.

Your Rights

Under data protection law, you have rights including:

  • Access: Request a copy of your personal data
  • Rectification: Request correction of inaccurate data
  • Erasure: Request deletion of your data in certain circumstances
  • Restriction: Request limited processing of your data
  • Portability: Request transfer of your data to another organisation
  • Objection: Object to processing based on legitimate interests

To exercise these rights, contact us at [email protected]. We will respond within one month.

International Transfers

Your data is primarily stored within the United Kingdom and European Economic Area. If we transfer data outside these regions, we ensure appropriate safeguards are in place, such as standard contractual clauses approved by regulatory authorities.

Changes to This Policy

We may update this policy periodically. Significant changes will be communicated via our website or directly to clients. We encourage you to review this policy regularly.

Complaints

If you have concerns about how we handle your data, please contact us first so we can address the issue. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK supervisory authority for data protection.

ICO website: surreymontepro.pro

Contact Us

For questions about this policy or your personal data:

SurreymontePro Ltd
14 Chancery Lane
London WC2A 1PL
United Kingdom
Email: [email protected]