Privacy Policy

XYZ Advisors Limited (“we”, “our”, or “us”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use and protect personal data when you visit our website or contact us.

XYZ Advisors Limited is authorised and regulated by the Financial Conduct Authority. (FCA Firm Reference Number: 1008954)

1. Who we are

XYZ Advisors Limited is the data controller responsible for your personal data.

Registered address:
20 Market Hill
Southam, Warwickshire, CV47 0HF

Email: nicholas@xyzadvisors.co.uk

2. Information we collect

We may collect and process the following types of personal data:

Information you provide to us

This may include:
• Name
• Email address
• Telephone number
• Information you provide in messages or enquiry forms

Technical data

When you use our website we may collect certain technical information, including:
• IP address
• Browser type
• Device information
• Website usage data

This information may be collected using analytics tools such as Google Analytics.

Cookies

Our website uses cookies and similar technologies to improve website functionality and analyse how visitors use the site.
Further information can be found in our Cookie Policy.

3. How we collect your information

We may collect personal information through:

• Website contact forms
• Email communications you send to us
• Website analytics tools
• Cookies used on our website

4. How we use your information

We use personal data for the following purposes:

• To respond to enquiries submitted through our website
• To communicate with you regarding our services
• To operate and maintain our website
• To improve website functionality and user experience
• To comply with legal and regulatory obligations

We will not sell or rent your personal data to third parties.

5. Lawful basis for processing

Under UK data protection law we must have a lawful basis for processing personal data.

We rely on the following lawful bases:

Consent

Where you provide consent, for example by submitting a website enquiry form.

Legitimate interests

Where processing is necessary for our legitimate business interests, such as operating and improving our website.

Legal or regulatory obligations

Where processing is required to comply with legal or regulatory requirements.

6. Sharing your information

We may share personal data with trusted third parties where necessary, including:

• Website hosting providers
• IT service providers
• Analytics providers such as Google Analytics

These providers are required to process personal data in accordance with data protection law.

We may also disclose personal data if required to do so by law or regulatory authority.

7. International data transfers

Some of our service providers may process data outside the United Kingdom.
Where this occurs we ensure appropriate safeguards are in place to protect personal data in accordance with UK data protection law.

8. Data retention

We retain personal data only for as long as necessary to fulfil the purposes for which it was collected, including for the purposes of satisfying any legal, regulatory, accounting or reporting requirements.

9. Your data protection rights

Under UK data protection law you have a number of rights in relation to your personal data.

These include the right to:
• Request access to your personal data
• Request correction of inaccurate data
• Request deletion of your personal data
• Request restriction of processing
• Object to processing
• Request transfer of your personal data to another organisation

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

10. Cookies

Our website uses cookies to help improve website functionality and understand how visitors use the site.
You can control or disable cookies through your browser settings.
Further information about cookies can be found in our Cookie Policy.

11. Data security

We take appropriate technical and organisational measures to protect personal data against unauthorised access, loss, misuse or alteration.

12. Complaints

If you have any concerns about how your personal data is handled, please contact us.
You also have the right to lodge a complaint with the UK Information Commissioner’s Office (ICO).

Website: https://ico.org.uk

13. Contact us

If you have any questions about this Privacy Policy or how we process your personal data, please contact:

Email: nicholas@xyzadvisors.co.uk

14. Changes to this policy

We may update this Privacy Policy from time to time. Any updates will be published on this page.

Last updated: 11 March 2026

Personalised, long-term financial planning for individuals and families with complex needs.

Registered Office:

XYZ Advisors Limited
20 Market Hill, Southam. Warwickshire. CV47 0HF

Speak to us now

07922695565
nicholas@xyzadvisors.co.uk

©️ 2026 XYZ Advisors

Made with ❤️ by Gunpowder Innovations

The value of investments can fall as well as rise and you may get back less than you invest.
Your home may be repossessed if you do not keep up repayments on your mortgage.

XYZ Advisors Limited is registered in England and Wales (Company No 11334727).
FCA Firm Reference Number: 1008954

You can check our details on the FCA Register at www.fca.org.uk/register

Personalised, long-term financial planning for individuals and families with complex needs.

Registered Office:

XYZ Advisors Limited
20 Market Hill, Southam. Warwickshire. CV47 0HF

Speak to us now

07922695565
nicholas@xyzadvisors.co.uk

©️ 2026 XYZ Advisors

Made with ❤️ by Gunpowder Innovations

The value of investments can fall as well as rise and you may get back less than you invest.
Your home may be repossessed if you do not keep up repayments on your mortgage.

XYZ Advisors Limited is registered in England and Wales (Company No 11334727).
FCA Firm Reference Number: 1008954

You can check our details on the FCA Register at www.fca.org.uk/register

Personalised, long-term financial planning for individuals and families with complex needs.

Registered Office:

XYZ Advisors Limited
20 Market Hill, Southam. Warwickshire. CV47 0HF

Speak to us now

07922695565
nicholas@xyzadvisors.co.uk

©️ 2026 XYZ Advisors

Made with ❤️ by Gunpowder Innovations

The value of investments can fall as well as rise and you may get back less than you invest.
Your home may be repossessed if you do not keep up repayments on your mortgage.

XYZ Advisors Limited is registered in England and Wales (Company No 11334727).
FCA Firm Reference Number: 1008954

You can check our details on the FCA Register at www.fca.org.uk/register