Privacy Policy

1. Introduction

Alka Financial Services Ltd ("we", "us", or "our") is committed to protecting your privacy and personal data. This Privacy Policy explains how we collect, use, store, and protect your information in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

2. Information We Collect

We may collect and process the following types of personal data:

• Contact information (name, address, email, phone number)
• Financial information (income, assets, liabilities, investment objectives)
• Identification documents (passport, driving license)
• Employment and professional information
• Information about your financial goals and risk tolerance
• Communications between us

3. How We Use Your Information

We use your personal data for the following purposes:

• To provide financial advice and planning services
• To comply with legal and regulatory obligations
• To communicate with you about our services
• To maintain accurate records
• To improve our services

4. Legal Basis for Processing

We process your personal data based on:

• Contractual necessity (to provide our services)
• Legal obligations (regulatory compliance)
• Legitimate interests (business operations and service improvement)
• Your consent (where applicable)

5. Data Sharing

We may share your information with:

• Financial product providers and platforms
• Regulatory bodies (FCA, HMRC)
• Professional advisers (solicitors, accountants)
• Service providers who support our business operations

We will never sell your personal data to third parties.

6. Data Security

We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, loss, or misuse. This includes encryption, secure storage, and access controls.

7. Your Rights

Under UK GDPR, you have the right to:

• Access your personal data
• Correct inaccurate data
• Request deletion of your data
• Object to processing
• Request data portability
• Withdraw consent (where applicable)

8. Data Retention

We retain your personal data for as long as necessary to provide our services and comply with legal obligations. Financial records are typically retained for at least 6 years after the end of our relationship, as required by FCA regulations.

9. Contact Us

If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us:

Alka Financial Services Ltd
799 Harrow Road, Wembley HA0 2LR
Email: info@alka.co.uk
Phone: 020 8904 5088

10. 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 revision date.