Respecting your privacy and personal data.

This policy explains how Breezepeak Home collects, uses, and safeguards personal information in the course of providing retirement planning guidance.

Contact for privacy matters

Email: [email protected]

We respond to privacy requests within ten business days.

Information we collect

What we may ask for

We only collect information that is relevant to delivering our services.

Contact details such as name and email address.
High-level planning information you choose to share.
Notes from planning sessions and agreed action steps.

How we use your data

Purpose and lawful basis

We use personal data to deliver our services, manage our relationship with you, and meet legal obligations.

Our lawful bases include contractual necessity, legitimate interests in running the business, and compliance with legal obligations.

We do not sell personal data or use it for automated decision-making.

Sharing and retention

When data may be shared

We only share information with third parties when necessary and with appropriate safeguards.

Data may be shared with professional advisers you nominate or with service providers who help us operate the business. We retain records for as long as needed to deliver services and meet legal requirements.

Your rights

Control of your personal information

You have rights to access, correct, or request deletion of your personal data, subject to legal limits.

To make a request, email [email protected]. We may need to verify your identity before processing any request.