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.

Vantage Financial Planning Limited is regulated by the Central Bank Of Ireland. Registered in Ireland, Company Registration Number 672038. Registered Address, Unit 3, 14 Ransford, Sandford Avenue, Donnybrook, Dublin 4, D04WY16.

© All rights reserved

Vantage Financial Planning Limited is regulated by the Central Bank Of Ireland. Registered in Ireland, Company Registration Number 672038. Registered Address, Unit 3, 14 Ransford, Sandford Avenue, Donnybrook, Dublin 4, D04WY16.

© All rights reserved

Vantage Financial Planning Limited is regulated by the Central Bank Of Ireland. Registered in Ireland, Company Registration Number 672038. Registered Address, Unit 3, 14 Ransford, Sandford Avenue, Donnybrook, Dublin 4, D04WY16.

© All rights reserved