Privacy Policy
How we collect, use, and protect your personal information.
Last updated: June 19, 2026
Introduction
This privacy policy explains how canopy-civet collects, uses, stores, and protects your personal information when you use our website or engage with our services.
We are committed to protecting your privacy and handling your data in an open and transparent manner. This policy applies to all personal information we collect through our website and during consultation services.
Information We Collect
Information You Provide
When you book a consultation or contact us, we collect:
- Your name
- Email address
- Service preferences
- Any additional information you choose to share in messages or forms
Information Collected During Consultations
During financial consultations, we may collect:
- Income information
- Expense patterns
- Debt details
- Savings and investment information
- Financial goals and concerns
Automatically Collected Information
When you visit our website, we automatically collect:
- IP address
- Browser type and version
- Pages visited and time spent on each page
- Referring website
- Device information
How We Use Your Information
We use your personal information for the following purposes:
- Service Delivery: To provide the financial education services you requested
- Communication: To respond to your inquiries and send appointment confirmations
- Service Improvement: To understand how our website is used and improve our services
- Legal Compliance: To comply with applicable laws and regulations
- Record Keeping: To maintain records of our consultations for quality assurance
We do not use your personal information for marketing purposes without your explicit consent.
Legal Basis for Processing
Under UK GDPR, we process your personal data on the following legal bases:
- Contract Performance: Processing is necessary to fulfill our service agreement with you
- Legitimate Interests: Processing is necessary for our legitimate business interests, such as improving services
- Legal Obligation: Processing is required to comply with legal requirements
- Consent: Where you have provided explicit consent for specific processing activities
Data Storage and Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
Your data is stored on secure servers located within the United Kingdom. We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, or as required by law.
Financial consultation records are retained for seven years following your last consultation, in accordance with standard professional practice.
Data Sharing
We do not sell, rent, or trade your personal information to third parties.
We may share your information with:
- Service Providers: Third-party companies that help us operate our website or provide services, under strict confidentiality agreements
- Legal Authorities: When required by law or to protect our legal rights
Any third-party service providers we work with are carefully selected and required to maintain the same level of data protection as we do.
Your Rights
Under UK data protection laws, you have the following rights:
- Right of Access: Request a copy of the personal information we hold about you
- Right to Rectification: Request correction of inaccurate or incomplete information
- Right to Erasure: Request deletion of your personal information in certain circumstances
- Right to Restriction: Request limitation of how we process your information
- Right to Data Portability: Request transfer of your information to another service provider
- Right to Object: Object to processing based on legitimate interests
- Right to Withdraw Consent: Withdraw consent where processing is based on consent
To exercise any of these rights, contact us at [email protected]
Cookies and Tracking
Our website uses cookies to improve your browsing experience. For detailed information about our cookie usage, please see our Cookies Policy.
You can control cookie settings through your browser preferences. Disabling cookies may affect website functionality.
Changes to This Policy
We may update this privacy policy periodically to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website with a new "Last updated" date.
We encourage you to review this policy regularly to stay informed about how we protect your information.
Contact Information
If you have questions about this privacy policy or how we handle your personal information, please contact us:
Email: [email protected]
Address: 42 Wellington Street, Leicester, LE1 6HL, United Kingdom
You also have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues.