Privacy Policy

Effective date: July 7, 2025

At Strata Financial Limited, we are committed to protecting and respecting your privacy. This privacy policy outlines how we collect, use, store, and protect your personal data when you interact with our landing page, in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and other applicable data protection laws.

1. Who We Are

Strata Financial Limited is authorised and regulated by the Financial Conduct Authority (FCA) – Registration Number: 616403.
Registered in England & Wales: No. 4347867
Registered Office: Strata House, 21 Farrington Way, Shifnal, TF11 9EX
Data Controller Contact Details:
Email: info@strataifa.co.uk
Phone: 0333 939 8795

2. What Personal Data We Collect

When you interact with our landing page or contact us, we may collect and process the following personal data:

  • Name
  • Email address
  • Phone number
  • Postcode or location
  • Information provided via contact forms
  • IP address
  • Browser type and device information
  • Website usage data (e.g. pages viewed, time on site)

3. How We Collect Your Data

We collect personal data through:

  • Forms you fill in on our website
  • Cookies and tracking technologies (see section 8)
  • Analytics tools such as Google Analytics and Microsoft Clarity
  • Meta Pixel tracking (if you engage with our ads or website)

4. Why We Collect Your Data

We use your personal data to:

  • Respond to enquiries submitted through the website
  • Provide relevant financial guidance or connect you with a specialist planner
  • Improve our website performance and user experience
  • Market relevant products and services (only where you have consented)
  • Comply with legal and regulatory obligations

5. Lawful Bases for Processing

We process your data based on one or more of the following lawful bases:

  • Consent: Where you’ve given us clear permission to process your data (e.g. for marketing).
  • Contractual necessity: To take steps at your request before entering into a contract.
  • Legal obligation: Where we are required to comply with applicable laws and regulations.
  • Legitimate interests: For business purposes such as website analytics and improving service, where your rights do not override our interests.

6. Who We Share Your Data With

We may share your data with:

  • Marketing and analytics platforms (e.g. Meta, Google, Microsoft)
  • Our website hosting and CRM providers
  • Regulatory bodies if required (e.g. FCA)
  • Internal staff and appointed representatives for service delivery

We do not sell your personal data to third parties.

7. How Long We Keep Your Data

We only retain personal data for as long as necessary to:

  • Fulfil the purposes outlined in this policy
  • Meet legal or regulatory requirements
  • Respond to complaints or legal claims

If you request that we delete your data, we will do so unless there is a legal reason to retain it.

8. Cookies & Tracking Technologies

We use cookies and similar technologies (Meta Pixel, Microsoft Clarity, Google Analytics) to collect usage data, improve website experience, and deliver targeted advertising.

Types of cookies used:

  • Necessary cookies: Essential for site functionality.
  • Performance cookies: Used to analyse how visitors use our site.
  • Marketing cookies: Used to personalise ads based on browsing behaviour.

You can manage or disable cookies via your browser settings or cookie preferences banner on the site.

For more information:

9. Your Data Protection Rights

Under UK GDPR, you have the following rights:

  • Access: Request a copy of the personal data we hold.
  • Correction: Request we correct any inaccurate or incomplete data.
  • Erasure: Request we delete your personal data (in certain circumstances).
  • Restriction: Request we limit processing of your personal data.
  • Objection: Object to processing for direct marketing or where based on legitimate interests.
  • Data portability: Request a copy of your data in a commonly used format.
  • Withdraw consent: Where we rely on consent, you can withdraw it at any time.

To exercise your rights, contact us at info@strataifa.co.uk.

10. Security of Your Data

We take appropriate technical and organisational measures to protect your data, including encryption, access controls, and staff training. While we take all reasonable steps to secure your data, no transmission over the internet is entirely secure.

11. Complaints

If you are concerned about how your data has been handled, please contact us first.
You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO):
Website: https://ico.org.uk/make-a-complaint
Phone: 0303 123 1113

12. External Links

Our website may contain links to other websites. We are not responsible for the privacy practices of these sites. Please read their privacy policies before submitting data.

13. Changes to This Policy

We may update this privacy notice from time to time. Any changes will be posted on this page with an updated revision date.

Strata Financial Limited

Strata House, 21 Farrington Way, Shifnal, Shropshire, TF11 9EX
0333 939 8795 | info@strataifa.co.uk
Financial Services Register No: 616403
Please note: The Financial Conduct Authority does not regulate Will Writing, Tax Advice or Estate Planning.

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