Privacy Policy

Effective date: April 10, 2025

This Privacy Policy outlines how Apex Financial Planning (“we”, “us”, or “our”) collects, uses, and protects your personal information when you use our website and landing pages. We are committed to protecting your privacy and complying with the UK General Data Protection Regulation (UK GDPR) and Data Protection Act 2018.

1. Who We Are

Apex Financial Planning is a trading name of Apex Financial Planning Ltd, based in Crawley, West Sussex. For more information about our firm, visit: https://apexfinancialplanning.co.uk

We act as the data controller for the personal information collected via this website.

2. What Information We Collect

When you visit our landing page or interact with our content, we may collect the following data:

  • Contact details (such as your name, email address, and phone number)
  • Demographic information (such as your location)
  • Technical data (such as IP address, browser type, device information, and operating system)
  • Usage data (such as pages visited, time spent on site, and interactions)

3. How We Collect Your Information

We collect information in the following ways:

  • Directly from you when you fill out a form, book a call, or request information.
  • Automatically through cookies and tracking technologies such as:
    • Meta (Facebook) Pixel
    • Google Analytics
    • Microsoft Clarity
    • Google Ads Conversion Tracking
    • GoHighLevel Forms

These tools help us understand visitor behaviour, measure performance, and improve your experience.

4. How We Use Your Information

We use your data to:

  • Respond to your inquiries or contact requests
  • Schedule appointments and consultations
  • Improve our website’s user experience
  • Analyse and measure the effectiveness of our advertising campaigns
  • Comply with legal obligations

5. Legal Basis for Processing

We process your personal data based on one or more of the following legal grounds:

  • Your consent
  • Our legitimate interests (such as improving our services and marketing)
  • The need to perform a contract or take steps at your request before entering into one
  • Compliance with legal obligations

6. Sharing Your Information

We do not sell your personal information. We may share your information with trusted third-party service providers who help us operate our website and deliver services, such as:

  • GoHighLevel (CRM and form handling)
  • Appointwise (appointment booking)
  • Google (Analytics and Ads)
  • Meta (Facebook Ads)
  • Microsoft (Clarity analytics)

These providers are only permitted to use your data for the specific purposes outlined in this policy and are required to protect your data in accordance with data protection laws.

7. Cookies and Tracking Technologies

We use cookies and similar technologies for analytics and advertising. You can manage your cookie preferences through your browser settings or via our cookie consent banner.

For more information, please see our [Cookie Policy] (or link if separate).

8. Your Data Rights

You have the right to:

  • Access the personal data we hold about you
  • Request correction or deletion of your data
  • Withdraw your consent at any time
  • Object to or restrict how we use your data
  • Request a copy of your data in a portable format

To exercise any of your rights, please contact us at info@apexfp.co.uk.

9. Data Retention

We retain your personal data only for as long as necessary for the purposes outlined above or as required by law.

10. Third-Party Links

Our website or landing page may include links to third-party websites. We are not responsible for the privacy practices of those sites.

11. Changes to This Policy

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

12. Contact Us

If you have any questions about this Privacy Policy or how your data is handled, you can contact:

Apex Financial Planning
Crawley, West Sussex
Email: info@apexfp.co.uk
Website: https://apexfinancialplanning.co.uk

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