Effective Date: 1st July 2025
At The Principled Advisor™, we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines what data we collect, how we use it, and the choices you have.
1. Who We Are
This website is owned and operated by The Principled Advisor™, a personal financial advisory brand providing educational content, financial insights, and related services.
2. What Information We Collect
We may collect and process the following types of personal data:
- Email address — if you sign up for our newsletter or request client access
- Name — if provided voluntarily through forms
- Technical data — such as IP address, browser type, and operating system (collected via analytics tools)
- Cookies — as explained below
3. How We Use Your Information
We use your data to:
- Send newsletters or updates (only if you opt in)
- Respond to inquiries or client requests
- Improve website performance and understand visitor behavior
- Comply with legal obligations
We do not sell, rent, or trade your personal information with third parties.
4. Cookies & Analytics
We use cookies to enhance your experience. This includes essential cookies for site functionality, and analytics cookies to help us understand how visitors use our site.
By clicking “Got it” on our cookie banner, you consent to the use of cookies in accordance with this policy.
You can manage cookies through your browser settings at any time.
5. Your Rights
If you're located in the EU, UK, or another jurisdiction with privacy protections, you may have the right to:
- Access the personal data we hold about you
- Request correction or deletion
- Object to processing or request data portability
- Withdraw consent for communications at any time
To exercise any of these rights, please email us at the email address below.
6. How We Store Your Information
Your personal data is stored securely and only for as long as necessary to fulfill the purposes outlined above or to comply with legal obligations.
We take appropriate technical and organizational measures to protect your data.
7. Third-Party Services
We use reputable third-party services (such as blogging platform and email delivery providers) that may process your data on our behalf. We ensure these services comply with applicable data protection laws.
8. Changes to This Policy
We may update this Privacy Policy occasionally. The most recent version will always be posted here with the effective date.
9. Contact Us
If you have questions or concerns about this Privacy Policy, please contact us at:
admin@theprincipledadvisor.com