Privacy Policy

Last updated: 04/09/2025

This website is operated by Samantha Kmieciak | Chartered Financial Planner. I take your privacy seriously and am committed to being clear and transparent about how any information relating to you is handled.

1. Information Collected Through This Website

This website does not collect, store, or process any personal information directly.

No forms are used to capture your details.
No cookies are used for tracking or analytics.
You can browse the website freely without providing any personal data.

2. Booking an Appointment (Calendly)

If you choose to book a meeting through the Calendly link provided on this website, you will be redirected to Calendly’s platform. Calendly is a third-party service that may collect and process personal information (such as your name, email address, and appointment details) in order to schedule the meeting.

Please review Calendly’s own Privacy Policy to understand how your information is handled by them: https://calendly.com/privacy.

3. Contacting Me Directly

If you contact me via email or phone (details listed on the site), I will receive the information you choose to provide (e.g. your name, contact details, and message). This information is used solely for the purpose of responding to your enquiry.

Because I provide regulated financial advice through Aegis Financial Planning Limited, any formal client relationship will be subject to Aegis’s client agreement and full privacy policy, which I will provide before undertaking regulated work.

4. Sharing of Information

I do not share any information collected through this website with third parties. If you become a client, your information will be handled under Aegis Financial Planning’s strict confidentiality and compliance requirements.

5. Links to Other Websites

This site may include links to external websites (such as LinkedIn, Facebook, or Calendly). Please note that I am not responsible for the privacy practices of those websites, and you should review their policies when using them.

6. Your Rights

As no personal data is processed directly through this website, your rights under data protection laws (including GDPR) are not impacted here. If you engage my services formally, your rights will be explained in detail under Aegis Financial Planning’s privacy framework.

7. Changes to This Policy

This policy may be updated from time to time to ensure clarity and transparency. The latest version will always be available on this website.

8. Contact

If you have any questions about this Privacy Policy, please get in touch:

sam@aegisfp.com
07850 746939