Privacy Policy
Effective Date: July 2025
Privacy Policy
Effective Date: July 2025
Privacy Policy
Effective Date: July 2025
Vantage Financial Planning respects your right to privacy and complies with its obligations under the General Data Protection Regulation (EU Regulation 2016/679) ("GDPR"). This Website Privacy Policy outlines how we handle your personal data when you visit our website. If you do not agree with the terms of this policy, please do not use our website.
Who We Are
Vantage Financial Planning provides financial planning services in Ireland. You can contact us regarding data protection at team@vantagefp.ie or write to the address below.
Types of Data Collected
Personal Data
Personal Data refers to information that identifies you or can be used to identify or contact you. This may include:
Name
Email address
Telephone number
Any other information voluntarily submitted via contact forms or email
We only collect such data when you provide it voluntarily (e.g., through an online form or email inquiry).
Non-Personal Data
We collect anonymized statistical data from all website visitors, such as:
IP address (clipped or anonymized)
Browser type and device
Referral pages
Time spent on pages
Aggregate traffic data
This information helps us understand visitor behaviour and improve the website experience.
Purposes and Legal Basis for Processing
We process your personal data for the following purposes and legal bases:
Purpose | Legal Basis |
Responding to your inquiries or service requests | Consent / Contract |
Providing updates or newsletters (if subscribed) | Consent |
Improving website functionality and user experience | Legitimate Interests |
Compliance with legal obligations | Legal Obligation |
Retention of Data
We retain your Personal Data only as long as necessary for the purposes outlined above or to comply with legal obligations. Once data is no longer needed, it is securely deleted or anonymized.
Disclosure to Third Parties
We do not sell, rent, or trade your personal information. We may disclose Personal Data:
To service providers acting on our behalf (e.g., hosting, analytics), bound by confidentiality and data protection obligations
To comply with legal or regulatory requirements (e.g., court orders, statutory obligations)
In connection with a sale, merger, or acquisition, provided the receiving party agrees to uphold equivalent privacy protections
Non-Personal Data may be shared in aggregate form for analytics or marketing without identifying individual users.
Transfers Outside the European Economic Area (EEA)
If personal data is transferred outside the EEA, we ensure appropriate safeguards are in place, such as:
Adequacy decisions by the European Commission
Standard Contractual Clauses approved by the European Commission
Other legally acceptable transfer mechanisms
Your Rights Under GDPR
You have the following rights under GDPR:
Access: Request a copy of the data we hold about you
Rectification: Request correction of inaccurate or incomplete data
Erasure: Request deletion of your personal data ("right to be forgotten")
Restriction: Request limitation of processing
Objection: Object to processing based on legitimate interest
Data Portability: Request transfer of your data in a structured format
Withdraw Consent: Withdraw previously given consent at any time
Lodge Complaint: Contact the Data Protection Commission (www.dataprotection.ie)
To exercise any of these rights, email us at team@vantagefp.ie.
Cookies and Tracking Technologies
Our website uses cookies to enhance user experience and gather usage data. By continuing to use our site, you consent to the use of cookies.
You can manage or disable cookies in your browser settings. For more detail, please see our separate Cookies Policy (or insert direct link).
Security
We implement appropriate technical and organisational measures to protect your personal data. Data is stored on secure servers with restricted access. However, please note that no transmission over the Internet is 100% secure. We cannot guarantee absolute security, but we take all reasonable steps to protect your information.
Children’s Privacy
Our website is not directed at individuals under 16. We do not knowingly collect personal data from children. If we become aware that a child has submitted personal data, we will take steps to delete it.
Automated Decision-Making
We do not use your personal data for any form of automated decision-making or profiling that has legal or significant effects.
Sale or Transfer of Business
In the event of a sale, merger, or other corporate restructuring, your Personal Data may be transferred to the new entity, subject to this policy or a successor policy that maintains equivalent protection.
Changes to this Policy
We may update this Website Privacy Policy from time to time. Any changes will be posted on this page with a revised "Effective Date." If the changes are significant, we may notify you by email (if available). Continued use of the website constitutes acceptance of any updates.
Contact Us
For questions, requests, or complaints regarding this policy or your personal data, contact us:
Email:
team@vantagefp.ie
Address:
Unit 3, 14 Ransford,
Sandford Avenue,
Donnybrook,
Dublin 4,
D04WY16
Vantage Financial Planning respects your right to privacy and complies with its obligations under the General Data Protection Regulation (EU Regulation 2016/679) ("GDPR"). This Website Privacy Policy outlines how we handle your personal data when you visit our website. If you do not agree with the terms of this policy, please do not use our website.
Who We Are
Vantage Financial Planning provides financial planning services in Ireland. You can contact us regarding data protection at team@vantagefp.ie or write to the address below.
Types of Data Collected
Personal Data
Personal Data refers to information that identifies you or can be used to identify or contact you. This may include:
Name
Email address
Telephone number
Any other information voluntarily submitted via contact forms or email
We only collect such data when you provide it voluntarily (e.g., through an online form or email inquiry).
Non-Personal Data
We collect anonymized statistical data from all website visitors, such as:
IP address (clipped or anonymized)
Browser type and device
Referral pages
Time spent on pages
Aggregate traffic data
This information helps us understand visitor behaviour and improve the website experience.
Purposes and Legal Basis for Processing
We process your personal data for the following purposes and legal bases:
Purpose | Legal Basis |
Responding to your inquiries or service requests | Consent / Contract |
Providing updates or newsletters (if subscribed) | Consent |
Improving website functionality and user experience | Legitimate Interests |
Compliance with legal obligations | Legal Obligation |
Retention of Data
We retain your Personal Data only as long as necessary for the purposes outlined above or to comply with legal obligations. Once data is no longer needed, it is securely deleted or anonymized.
Disclosure to Third Parties
We do not sell, rent, or trade your personal information. We may disclose Personal Data:
To service providers acting on our behalf (e.g., hosting, analytics), bound by confidentiality and data protection obligations
To comply with legal or regulatory requirements (e.g., court orders, statutory obligations)
In connection with a sale, merger, or acquisition, provided the receiving party agrees to uphold equivalent privacy protections
Non-Personal Data may be shared in aggregate form for analytics or marketing without identifying individual users.
Transfers Outside the European Economic Area (EEA)
If personal data is transferred outside the EEA, we ensure appropriate safeguards are in place, such as:
Adequacy decisions by the European Commission
Standard Contractual Clauses approved by the European Commission
Other legally acceptable transfer mechanisms
Your Rights Under GDPR
You have the following rights under GDPR:
Access: Request a copy of the data we hold about you
Rectification: Request correction of inaccurate or incomplete data
Erasure: Request deletion of your personal data ("right to be forgotten")
Restriction: Request limitation of processing
Objection: Object to processing based on legitimate interest
Data Portability: Request transfer of your data in a structured format
Withdraw Consent: Withdraw previously given consent at any time
Lodge Complaint: Contact the Data Protection Commission (www.dataprotection.ie)
To exercise any of these rights, email us at team@vantagefp.ie.
Cookies and Tracking Technologies
Our website uses cookies to enhance user experience and gather usage data. By continuing to use our site, you consent to the use of cookies.
You can manage or disable cookies in your browser settings. For more detail, please see our separate Cookies Policy (or insert direct link).
Security
We implement appropriate technical and organisational measures to protect your personal data. Data is stored on secure servers with restricted access. However, please note that no transmission over the Internet is 100% secure. We cannot guarantee absolute security, but we take all reasonable steps to protect your information.
Children’s Privacy
Our website is not directed at individuals under 16. We do not knowingly collect personal data from children. If we become aware that a child has submitted personal data, we will take steps to delete it.
Automated Decision-Making
We do not use your personal data for any form of automated decision-making or profiling that has legal or significant effects.
Sale or Transfer of Business
In the event of a sale, merger, or other corporate restructuring, your Personal Data may be transferred to the new entity, subject to this policy or a successor policy that maintains equivalent protection.
Changes to this Policy
We may update this Website Privacy Policy from time to time. Any changes will be posted on this page with a revised "Effective Date." If the changes are significant, we may notify you by email (if available). Continued use of the website constitutes acceptance of any updates.
Contact Us
For questions, requests, or complaints regarding this policy or your personal data, contact us:
Email:
team@vantagefp.ie
Address:
Unit 3, 14 Ransford,
Sandford Avenue,
Donnybrook,
Dublin 4,
D04WY16
Vantage Financial Planning respects your right to privacy and complies with its obligations under the General Data Protection Regulation (EU Regulation 2016/679) ("GDPR"). This Website Privacy Policy outlines how we handle your personal data when you visit our website. If you do not agree with the terms of this policy, please do not use our website.
Who We Are
Vantage Financial Planning provides financial planning services in Ireland. You can contact us regarding data protection at team@vantagefp.ie or write to the address below.
Types of Data Collected
Personal Data
Personal Data refers to information that identifies you or can be used to identify or contact you. This may include:
Name
Email address
Telephone number
Any other information voluntarily submitted via contact forms or email
We only collect such data when you provide it voluntarily (e.g., through an online form or email inquiry).
Non-Personal Data
We collect anonymized statistical data from all website visitors, such as:
IP address (clipped or anonymized)
Browser type and device
Referral pages
Time spent on pages
Aggregate traffic data
This information helps us understand visitor behaviour and improve the website experience.
Purposes and Legal Basis for Processing
We process your personal data for the following purposes and legal bases:
Purpose | Legal Basis |
Responding to your inquiries or service requests | Consent / Contract |
Providing updates or newsletters (if subscribed) | Consent |
Improving website functionality and user experience | Legitimate Interests |
Compliance with legal obligations | Legal Obligation |
Retention of Data
We retain your Personal Data only as long as necessary for the purposes outlined above or to comply with legal obligations. Once data is no longer needed, it is securely deleted or anonymized.
Disclosure to Third Parties
We do not sell, rent, or trade your personal information. We may disclose Personal Data:
To service providers acting on our behalf (e.g., hosting, analytics), bound by confidentiality and data protection obligations
To comply with legal or regulatory requirements (e.g., court orders, statutory obligations)
In connection with a sale, merger, or acquisition, provided the receiving party agrees to uphold equivalent privacy protections
Non-Personal Data may be shared in aggregate form for analytics or marketing without identifying individual users.
Transfers Outside the European Economic Area (EEA)
If personal data is transferred outside the EEA, we ensure appropriate safeguards are in place, such as:
Adequacy decisions by the European Commission
Standard Contractual Clauses approved by the European Commission
Other legally acceptable transfer mechanisms
Your Rights Under GDPR
You have the following rights under GDPR:
Access: Request a copy of the data we hold about you
Rectification: Request correction of inaccurate or incomplete data
Erasure: Request deletion of your personal data ("right to be forgotten")
Restriction: Request limitation of processing
Objection: Object to processing based on legitimate interest
Data Portability: Request transfer of your data in a structured format
Withdraw Consent: Withdraw previously given consent at any time
Lodge Complaint: Contact the Data Protection Commission (www.dataprotection.ie)
To exercise any of these rights, email us at team@vantagefp.ie.
Cookies and Tracking Technologies
Our website uses cookies to enhance user experience and gather usage data. By continuing to use our site, you consent to the use of cookies.
You can manage or disable cookies in your browser settings. For more detail, please see our separate Cookies Policy (or insert direct link).
Security
We implement appropriate technical and organisational measures to protect your personal data. Data is stored on secure servers with restricted access. However, please note that no transmission over the Internet is 100% secure. We cannot guarantee absolute security, but we take all reasonable steps to protect your information.
Children’s Privacy
Our website is not directed at individuals under 16. We do not knowingly collect personal data from children. If we become aware that a child has submitted personal data, we will take steps to delete it.
Automated Decision-Making
We do not use your personal data for any form of automated decision-making or profiling that has legal or significant effects.
Sale or Transfer of Business
In the event of a sale, merger, or other corporate restructuring, your Personal Data may be transferred to the new entity, subject to this policy or a successor policy that maintains equivalent protection.
Changes to this Policy
We may update this Website Privacy Policy from time to time. Any changes will be posted on this page with a revised "Effective Date." If the changes are significant, we may notify you by email (if available). Continued use of the website constitutes acceptance of any updates.
Contact Us
For questions, requests, or complaints regarding this policy or your personal data, contact us:
Email:
team@vantagefp.ie
Address:
Unit 3, 14 Ransford,
Sandford Avenue,
Donnybrook,
Dublin 4,
D04WY16
Why We’re Different
We don’t lead with products we lead with you. Our value proposition is a modern, integrated approach built around education, coaching, advice, and technology. We meet you where you are, then help you move forward on your terms.
We don’t pretend to have all the answers, we start by listening to you.
Our approach is practical and personal, focused on small steps that make a big difference.
This isn’t about selling, it’s about helping you move forward with clarity and confidence.
Why We’re Different
We don’t lead with products we lead with you. Our value proposition is a modern, integrated approach built around education, coaching, advice, and technology. We meet you where you are, then help you move forward on your terms.
We don’t pretend to have all the answers, we start by listening to you.
Our approach is practical and personal, focused on small steps that make a big difference.
This isn’t about selling, it’s about helping you move forward with clarity and confidence.
Why We’re Different
We don’t lead with products we lead with you. Our value proposition is a modern, integrated approach built around education, coaching, advice, and technology. We meet you where you are, then help you move forward on your terms.
We don’t pretend to have all the answers, we start by listening to you.
Our approach is practical and personal, focused on small steps that make a big difference.
This isn’t about selling, it’s about helping you move forward with clarity and confidence.
Subscribe to our monthly newsletter:
Subscribe to our monthly newsletter:
Subscribe to our monthly newsletter: