Legal
Privacy notice
Data controller
Harbor Line Financial Consultants is the data controller for personal information collected through this website and related advisory enquiries. Contact: hello@workflow-analyticscloud.digital, 255 Forest Spring, Gutmann-over-Weber, Scotland, United Kingdom, telephone +44-8-687-2504.
What we collect
Through the contact form we collect your name, email address, consultation preference, preferred meeting window, and message content. If you become a client we may also collect identity details, financial information, and pension or investment statements necessary to provide regulated advice under a separate engagement.
Purposes and lawful bases
- Responding to enquiries — legitimate interests in operating an advisory practice, or steps prior to a contract
- Delivering advisory engagements — performance of a contract
- Meeting regulatory record-keeping duties — legal obligation
- Optional analytics cookies — consent, where you accept them
Retention
Enquiry messages that do not become engagements are typically retained for up to 24 months. Client files are retained for at least the period required by financial services regulations applicable in the UK, often several years after the engagement ends, then securely deleted or anonymised.
Sharing
We do not sell personal data. We may share information with IT hosting providers, secure email services, and — with your knowledge — solicitors, accountants, or product providers when required to implement advice. Processors act under written terms.
International transfers
Where tools or hosts store data outside the United Kingdom, we seek appropriate safeguards such as UK adequacy regulations or standard contractual clauses, and will provide further detail on request.
Your rights
Under UK data protection law you may have rights to access, rectify, erase, restrict, or object to certain processing, and to data portability where applicable. You may lodge a complaint with the Information Commissioner’s Office. To exercise rights, email hello@workflow-analyticscloud.digital.
Cookies
See our cookies page for types used and how to manage consent.