Legal
Privacy notice
How Shoreline Wealth Advisory collects and uses personal data when you enquire about or receive UK financial advice.
Data controller
Shoreline Wealth Advisory, trading via infrascale.digital, is the data controller for personal data submitted through this website and collected during consultations. Contact: hello@infrascale.digital · +44-9-761-0895 · 8341 Kenyon Corners, Ondricka-upon-Skiles, Northern Ireland, United Kingdom.
Data we collect
Enquiry forms collect name, email, preferred contact window, consultation interest, and the message you write. During an engagement we may collect financial statements, pension membership details, and dependent information you choose to share — only as needed to deliver the advice.
Purposes and lawful bases
We process enquiry data to respond to your request (legitimate interests / steps prior to a contract). Client files are processed to perform the advice contract and to meet regulatory record-keeping duties where applicable.
Retention
Unsuccessful enquiries are ordinarily deleted within 18 months. Client advice files are retained for at least the period required by financial services record-keeping rules applicable to the work, and then securely destroyed or anonymised.
Your rights
Depending on applicable UK data protection law, you may request access, rectification, erasure, restriction, portability, or object to certain processing. You may lodge a complaint with the Information Commissioner’s Office.
International transfers
We aim to keep client files within the United Kingdom. If a processor stores data outside the UK, we require appropriate transfer safeguards such as the UK International Data Transfer Agreement or adequacy regulations.
Cookies
See our cookies page for detail on essential and analytics cookies.