Privacy Policy

Knightsbury Financial Planning is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use and protect your personal information when you use our website or contact us directly.

Who We Are

Knightsbury Financial Planning
Long Barn Down Farm
Cobham Park Road
Downside
Cobham
England
KT11 3NE

Telephone: 01932 507500

What Information We Collect

  • Your name
  • Email address
  • Telephone number
  • Any information submitted through our contact forms
  • Information relating to enquiries about our services
  • Website usage data through cookies and analytics tools

How We Use Your Information

  • Respond to enquiries
  • Provide our financial planning services
  • Communicate with you regarding appointments or services
  • Improve our website and customer experience
  • Meet legal and regulatory obligations

We only collect information that is necessary and relevant for these purposes.

Legal Basis For Processing

Under UK GDPR, we process personal data based on:

  • Your consent
  • Performance of a contract
  • Compliance with legal obligations
  • Legitimate business interests

Data Storage & Security

We take appropriate security measures to protect your personal information from unauthorised access, disclosure or misuse.

Your information is stored securely and only retained for as long as necessary to fulfil the purposes for which it was collected or to comply with legal requirements.

Sharing Your Information

We do not sell your personal information.

We may share information with trusted third-party providers who help us operate our business or website, where required by law, or where necessary to provide our services.

Any third parties are required to keep your information secure and confidential.

Cookies

Our website may use cookies to improve your browsing experience and analyse website traffic.

You can control or disable cookies through your browser settings.

Your Rights

Under UK data protection law, you have the right to:

  • Request access to your personal data
  • Request correction of inaccurate data
  • Request deletion of your data
  • Object to certain processing activities
  • Request restriction of processing
  • Request transfer of your data where applicable

To exercise any of these rights, please contact us using the details below.

Contact Us

Knightsbury Financial Planning
01932 507500

Long Barn Down Farm
Cobham Park Road
Downside
Cobham
England
KT11 3NE

Website:
www.knightsburyfp.co.uk

Changes To This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page.

Clear, considered financial planning

Start with a conversation

An initial meeting is an opportunity to take a step back and look at your financial position with clarity.

We’ll take time to understand your circumstances, what you’re aiming to achieve, and any concerns or questions you may have. From there, we can outline how a structured financial plan could support you over the long term.

There is no obligation — simply a chance to explore whether we’re the right fit.

Telephone 01932 507500 Email info@knightsbury.co.uk
Location Surrey-based • UK-wide service

Send your enquiry below

We will respond within 24-48 hours.