This Privacy Policy describes how Birmingham Consulting Services collects, uses, and protects the personal information you provide to us when you use our website and services. We are committed to protecting your privacy and ensuring the security of your personal information.

1. Information We Collect

   We may collect the following types of personal information:

   • Contact Information: Name, address, email address, and phone number.
   • Financial Information: Information related to your financial situation, such as income, assets, and investments, necessary for providing our services.
   • Demographic Information: Age, gender, and other demographic data.
   • Website Usage Data: Information about how you use our website, including your IP address, browser type, pages visited, and time spent on our site.
   • Communication Data: Records of your communications with us, including emails, phone calls, and chat logs.
2. How We Collect Information

   We collect information in the following ways:

   • Directly from You: When you fill out forms on our website, contact us via email or phone, or provide information during consultations.
   • Automatically: Through cookies and similar technologies when you use our website.
   • From Third Parties: From trusted third-party sources, such as credit reference agencies, when necessary for providing our services.
3. Use of Your Information

   We use your personal information for the following purposes:

   • Providing Services: To provide you with financial consulting and advisory services, including Inheritance Tax Planning, Mortgage Advice & Solutions, and Wealth Management & Retirement Planning.
   • Communication: To communicate with you about our services, updates, and important information.
   • Improving Our Website: To analyze website usage data and improve the functionality and user experience of our website.
   • Marketing: To send you promotional materials and offers, where permitted by law and in accordance with your preferences.
   • Legal Compliance: To comply with legal and regulatory requirements.
4. Data Security

   We take the security of your personal information seriously and implement appropriate technical and organizational measures to protect it from unauthorized access, use, or disclosure. These measures include:

   • Encryption: Using encryption to protect sensitive data during transmission and storage.
   • Access Controls: Limiting access to personal information to authorized personnel only.
   • Regular Security Assessments: Conducting regular security assessments and audits to ensure the effectiveness of our security measures.
   • Employee Training: Providing training to our employees on data protection best practices.
5. Data Retention

   We will retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. When we no longer need your personal information, we will securely delete or anonymize it.

6. Sharing Your Information

   We may share your personal information with the following categories of recipients:

   • Service Providers: Third-party service providers who assist us in providing our services, such as IT support, marketing, and payment processing.
   • Regulatory Authorities: Regulatory authorities and law enforcement agencies, where required by law.
   • Business Partners: Trusted business partners who offer complementary services that may be of interest to you, with your consent.

   We require all third parties to respect the security of your personal information and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

7. Your Rights

   You have the following rights regarding your personal information:

   • Access: The right to request access to the personal information we hold about you.
   • Correction: The right to request that we correct any inaccurate or incomplete personal information.
   • Deletion: The right to request that we delete your personal information, subject to certain exceptions.
   • Objection: The right to object to the processing of your personal information for marketing purposes.
   • Restriction: The right to request that we restrict the processing of your personal information in certain circumstances.
   • Portability: The right to receive your personal information in a structured, commonly used, and machine-readable format and to transmit it to another controller.

   To exercise any of these rights, please contact us using the contact information provided below.

8. Cookies and Similar Technologies

   We use cookies and similar technologies to collect information about your browsing behavior and to improve your experience on our website. You can control cookies through your browser settings. Please refer to our Cookie Policy for more information.

9. Changes to This Privacy Policy

   We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post any changes on our website and update the effective date. We encourage you to review this Privacy Policy periodically.

10. Contact Information

    If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

    Birmingham Consulting Services
    Address: [Insert Address]
    Email: [Insert Email Address]
    Phone: [Insert Phone Number]

Thank you for trusting Birmingham Consulting Services with your personal information.