At Elevate Financial Planning we respect your rights. We do not require you to provide personal information unless you wish to avail of additional features or services. Where data is submitted it will be used for the stated purpose and any reasonably incidental purposes only. This starts with making sure that you get meaningful choices about how and why data is collected and used and ensuring that you have the information you need to make the choices that are right for you across our products and services. If you do not agree with or you are not comfortable with any aspect of the Privacy Statement, you can discontinue use of the website. We are working to get your trust by focusing on five key privacy principles:

Control: We will put you in control of your privacy with clear choices.

Transparency: We will be transparent about data collection and use so that you can make informed decisions.

Security: We will protect the data that you entrust to us via strong security and encryption.

Strong legal protections: We will respect your local privacy laws and fight for legal protection of your privacy as a fundamental human right.

Benefits to you: When we do collect data, we will use it to benefit you and to make your experiences better.

These principles form the foundation of Elevate Financial Planning approach to privacy and will continue to shape the way we build our services. On the rest of this website, you’ll find links to more information and controls so that you can make the right decisions for you.



We reserve the right to modify this Privacy Statement at any time. Each time you use this website you shall be bound by the then current Privacy Statement and accordingly you should review the Privacy Statement each time you use this website. This is a live document, under regular review. This policy was last updated in April 2021.


  1. WHAT KINDS OF DATA DOES Elevate Financial Planning COLLECT?

When you sign up for our services we collect all demographic information as well as some health information. This information may include your name, email, telephone number and past medical history. The purpose of collecting this information is so we can contact you regarding any questions you may have asked or to provide you with other information that may be relevant to you or your business. This information will only be used by us for: The purpose for which it was provided by you and any reasonably incidental purposes; verification purposes and statistical analysis; and marketing and administration purposes.




Any email sent to us, including any attachments, may be monitored and used by us for reasons of security and for monitoring compliance with our data protection policy. Email monitoring or blocking software may also be used. Please be aware that you have a responsibility to ensure that any email you send to us is within the bounds of the law. Unsolicited material of a criminal nature will be reported to the relevant authorities and blocked.


We understand the importance of protecting children’s privacy in the interactive online world. This website is not designed for or intentionally targeted at children 13 years of age or younger. It is not our policy to intentionally collect or maintain information about anyone under the age of 13.



You have the right to be given a copy of information held by us about you. You will not be charged a fee for this. Elevate Financial Planning will provide the requested information to you within 30 calendar days of the receipt of a valid request in writing. You have the right to access your data and to have any inaccuracies in the details we hold corrected. You also have the right to have the information erased if we do not have a legitimate reason for retaining same. We will agree to any such valid requests within 30 calendar days of receipt of a valid request in writing. Please send all requests in writing to Elevate Financial Planning Colliga House, Rocklands, Rosslare Road, Wexford Y35 A0X4

. Email info@elevatefinancial.ie, Elevate Financial Planning reserve the right to request you to provide additional information in order to enable us to identify your personal data and/or to verify your identity.



When you choose to  visit this website or fill our contact forms you consent to the use of that information as set out in this statement. Elevate Financial Planning will always communicate any changes made to our statement to ensure that you are always informed on how your information is used any why Elevate Financial Planning receives your personal information when you complete and submit the enquiry using the website form.


We take our security responsibilities seriously, employing the most appropriate physical and technical measures. We review our security policy regularly.




If you have any questions about this Privacy Statement, our practices relating to the website or your dealing with the website you can contact to Elevate Financial Planning Colliga House, Rocklands, Rosslare Road, Wexford Y35 A0X4

. Email info@elevatefinancial.ie



This privacy notice does not cover the links within this site linking to other websites. We encourage you to read the privacy statements on the other websites you visit.