Privacy Policy

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At Peak Retirement, we take your privacy seriously. This policy explains what personal information we collect, how we use it, and the steps we take to keep it secure.

• your name
• contact details
• information shared when booking a session
• any context you choose to share during our work together

This information is used solely to deliver our services and communicate with you professionally.

We use your information to:

• respond to enquiries
• manage bookings and communication
• deliver coaching sessions
• maintain accurate records of our work together

We do not sell your data or use it for marketing without your explicit consent.

Your information is stored securely using trusted systems with strong privacy and security standards. We may use third‑party tools for scheduling, communication or payments, but only where appropriate safeguards are in place.

We do not share your personal information with third parties unless:

• you ask us to
• we are legally required to
• it is necessary to deliver a service you have requested (e.g., scheduling tools)

We never share your data for advertising or commercial purposes.

You have the right to:

• request a copy of the information we hold about you
• ask us to correct or update your information
• request deletion of your data (where legally permissible)
• withdraw consent at any time

To exercise any of these rights, simply contact us.

Peak Retirement is registered with the Information Commissioner’s Office (ICO) as a data controller, in line with UK data‑protection requirements.

Peak Retirement provides financial coaching, guidance and mentoring for educational purposes only. We are not authorised or regulated by the Financial Conduct Authority (FCA) and do not provide regulated financial advice. Nothing on this website or in any session should be interpreted as a personal recommendation regarding pensions, investments or financial products. All decisions remain your responsibility. Any projections or modelling are based on assumptions and are not guarantees of future outcomes.

 If you require regulated financial advice, you should consult an adviser authorised by the FCA.