Privacy Policy

Privacy Policy

This page sets out how Cellar Advisor Ltd collects, uses, and protects personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Data we collect

We collect personal data you provide directly (name, email address, phone number, investment objectives) when you contact us, book a consultation, or open an account. We also collect data about your use of our website through analytics cookies where you have consented.

How we use your data

We use your data to provide our advisory services, communicate with you about your portfolio, send you our monthly market report (where you have opted in), and comply with legal and regulatory obligations.

Data retention

We retain client data for six years following the end of the client relationship, in line with our legal obligations. Contact and enquiry data for non-clients is deleted after 12 months of inactivity.

Your rights

You have the right to access, correct, or request deletion of your personal data. To exercise these rights, contact us at [email protected].

Contact

For data protection queries, contact Cellar Advisor Ltd, 21 Ellis Street, Knightsbridge, London SW1X 9AL. Email: [email protected].