Privacy Policy – Your information matters

morixavelona.com is committed to your privacy and security. This document explains how we collect, store, and use your information as part of our subscription financial planning service.

Information we collect

We only collect data necessary for the smooth running of our service. Collection is transparent and consented.

• Contact and identification—such as name, email, phone, and (if provided) address.
• Account and subscription details to facilitate billing, documentation, and advisor matching.
• Usage information, such as session records, requests, and communication logs to improve service quality.
• Cookie and browser data to maintain a secure, personalised experience—see our Cookies Policy.

How we use your data

We only use data as needed to deliver and improve our financial planning subscription.

• Delivering consultation and documentation services under your subscription.
• Processing payments, billing, and managing your account.
• Responding to your requests, enquiries, and providing ongoing support.
• Website optimisation and compliance with security or regulatory standards.

Our legal basis for data use

All data collection and processing meets UK GDPR requirements.

We rely on your consent, the necessity of contract delivery, and legitimate interests (such as account security and legal compliance) as our basis for data processing. You always have the right to withdraw consent or request changes.

Who we share with

We do not sell or share your information outside necessary service requirements.

• Core service partners (payment processing, secure storage, email) strictly for agreed-upon purposes only.
• Legal authorities if we are required to comply with a law or regulation.
• Trusted contractors for technical support, always under confidentiality obligations and solely as necessary.

Keeping your data safe

morixavelona.com has robust safeguards—encryption, controlled access, and regular audit processes—to protect your personal data from loss, misuse, or unauthorised disclosure. Payment data is never stored directly on our site and all processing follows industry security standards.

Your privacy rights

You have control over your personal data and can exercise your rights at any time.

• Access the data we hold or request a copy for your records.
• Ask for corrections to inaccurate or out-of-date information.
• Object to particular processing or withdraw consent for specific purposes.
• Request deletion or restriction of your personal data in accordance with applicable law.

Cookies and tracking

We use cookies as outlined in our Cookies Policy to maintain site function, improve experience, and provide necessary data security.

View cookie policy View cookie policy

Contact us

Reach out for privacy questions, access requests, or concerns about your data rights at morixavelona.sbs.

Privacy policy changes

Any updates to our policy are published here. Significant changes will always be communicated openly.