Privacy Policy

Introduction

Nichola Ingram Financial Services (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your data. By using our website and services, you agree to the practices described here.

Information We Collect

We collect information you voluntarily provide when you contact us, request a consultation, or subscribe to our updates. This may include:

• Your name, email address, and phone number
• Details you share through our consultation request form, such as your financial priorities, goals, and preferred discussion topics
• Any additional notes or comments you choose to provide
• Basic technical information, such as your browser type and pages visited, collected automatically

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule consultations
• Provide financial education and guidance tailored to your needs
• Send updates, newsletters, and resources when you opt in to receive them
• Improve our website content and services
• Comply with applicable legal and regulatory obligations

How We Share Your Information

We do not sell your personal information. We may share your information with trusted service providers who help us operate our business (such as email delivery and form processing), or when required by law. These parties are expected to handle your information responsibly and in accordance with this policy.

Data Security

We take reasonable measures to protect your information against unauthorized access, alteration, or disclosure. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security. Please do not share sensitive financial details such as Social Security numbers or bank account information through our online forms.

Your Choices and Rights

You may choose not to provide certain information, though it may limit our ability to respond to your request. You can request access to, correction of, or deletion of your personal information at any time by contacting us. You may also opt out of marketing communications using the unsubscribe link in our emails.

Cookies

Our website may use cookies and similar technologies to enhance your browsing experience and analyze site traffic. You can control cookies through your browser settings, though disabling them may affect certain features of the site.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “last updated” date at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

Nichola Ingram Financial Services
Phone: (570) 216-2923