DATA PRIVACY POLICY

Privacy Policy

Last updated: Aug 25

At Vertex Financial Partners, we take your privacy seriously. This Privacy Policy explains how we collect, use, store, and protect your personal information in line with UK GDPR and the Data Protection Act 2018.

1. Who We Are

Vertex Financial Partners is a financial services provider registered in the United Kingdom. We act as the data controller, which means we decide how your personal data is used.

If you have any questions, you can contact us at:
Email: hello@vertexfinancialpartners.com
Phone: +351 915287177

2. What Information We Collect

We may collect and process the following information:

  • Personal details (name, date of birth, contact details)

  • Financial information (income, assets, liabilities, bank details)

  • Identification documents (for anti-money laundering and regulatory checks)

  • Records of communications (emails, calls, meeting notes)

  • Website usage data (IP address, cookies, browsing behaviour)

3. How We Use Your Data

We use your information to:

  • Provide financial services and advice

  • Meet legal and regulatory obligations

  • Prevent fraud and financial crime

  • Manage our relationship with you (communications, updates)

  • Improve our website and services

We will only process your personal data where we have a lawful basis, such as:

  • Contractual necessity (to provide our services)

  • Legal obligations (compliance with regulations)

  • Legitimate interests (running our business effectively)

  • Consent (where you’ve agreed, e.g. marketing)

4. Sharing Your Data

We may share your data with:

  • Regulatory authorities (e.g. FCA, HMRC)

  • Professional service providers (IT support, compliance, auditors)

  • Product providers and partners (with your consent)

  • Law enforcement where legally required

We will never sell your data to third parties.

5. International Transfers

If we transfer your data outside the UK or EEA, we will ensure appropriate safeguards are in place (such as UK adequacy decisions or Standard Contractual Clauses).

6. Data Retention

We keep your personal data only as long as necessary:

  • To provide services and manage our relationship with you

  • To comply with legal and regulatory requirements (typically 6–7 years)

  • To resolve disputes and enforce agreements

7. Your Rights

You have the right to:

  • Access a copy of your personal data

  • Correct or update inaccurate information

  • Request deletion of your data (where legally possible)

  • Restrict or object to certain processing

  • Data portability (move your data to another provider)

  • Withdraw consent at any time (where processing is based on consent)

  • Lodge a complaint with the Information Commissioner’s Office (ICO)

For more details or to exercise your rights, please contact us at hello@vertexfinancialpartners.com.

You can also contact the ICO directly:
www.ico.org.uk | 0303 123 1113

8. Cookies

Our website uses cookies to enhance your browsing experience and track site usage. You can manage cookies through your browser settings. Please see our Cookie Policy for more information.

9. Updates to This Policy

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