Privacy & Cookie Policy

Last updated: 01/01/2026

Lombardi Financial Services (“we”, “us”, “our”) is committed to protecting your privacy. This Privacy & Cookie Policy explains how we collect, use, store and protect your personal data when you use our website https://lombardifs.co.uk (the “Website”).

This policy is written in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.


1. Who We Are

Lombardi Financial Services
Website: https://lombardifs.co.uk
Registered Address: [Insert registered address]
Email: [Insert contact email]
Company Registration Number: [Insert number]

For data protection purposes, Lombardi Financial Services is the Data Controller.


2. Personal Data We Collect

2.1 Information You Provide to Us

We may collect:

  • Name

  • Email address

  • Telephone number

  • Business or company information

  • Any information you submit via contact forms, enquiries, or email correspondence

2.2 Information Collected Automatically

When you use our Website, we may automatically collect:

  • IP address

  • Browser type and version

  • Operating system

  • Device information

  • Pages visited and time spent on the Website

  • Referral source

This information is collected using cookies and similar technologies.


3. How We Use Your Personal Data

We use personal data to:

  • respond to enquiries and communications;

  • provide information about our services;

  • manage and improve our Website;

  • ensure Website security and prevent fraud;

  • comply with legal and regulatory obligations.

We do not use your data for automated decision-making or profiling.


4. Lawful Basis for Processing (UK GDPR)

We process personal data under one or more of the following lawful bases:

  • Consent – where you have provided clear consent (e.g. submitting a contact form);

  • Legitimate Interests – to operate, maintain, and improve our business and Website;

  • Legal Obligation – where processing is required by law or regulation;

  • Contractual Necessity – where processing is necessary to provide requested services.


5. How We Share Your Data

We do not sell, trade, or rent your personal data.

We may share your data with:

  • professional advisers (e.g. accountants, legal advisers);

  • IT and website service providers;

  • regulatory authorities, law enforcement, or courts where required by law.

All third parties are required to handle your data securely and in accordance with data protection laws.


6. Data Security

We implement appropriate technical and organisational measures to protect personal data from unauthorised access, loss, misuse, or disclosure.

While we take security seriously, no internet transmission is entirely secure, and we cannot guarantee absolute security.


7. Data Retention

We retain personal data only for as long as necessary to fulfil the purposes for which it was collected, including legal, regulatory, accounting, or reporting requirements.

When data is no longer required, it is securely deleted or anonymised.


8. Your Data Protection Rights

Under UK GDPR, you have the right to:

  • access your personal data;

  • request correction of inaccurate data;

  • request erasure of your data;

  • restrict or object to processing;

  • request data portability;

  • withdraw consent at any time (where consent applies).

Requests can be made by contacting us using the details below.


9. Cookies & Tracking Technologies

9.1 What Are Cookies?

Cookies are small text files placed on your device when you visit a website. They help websites function properly and improve user experience.

9.2 Types of Cookies We Use

We may use the following cookies:

Essential Cookies

Required for the Website to function correctly and cannot be disabled.

Functional Cookies

Remember your preferences and improve usability.

Analytical / Performance Cookies

Help us understand how visitors use the Website so we can improve it (e.g. anonymous analytics data).

Third-Party Cookies

Some cookies may be set by third-party services such as analytics or embedded content providers.


9.3 Managing Cookies

You can control or delete cookies through your browser settings at any time. Disabling cookies may affect Website functionality.

By continuing to use our Website, you consent to our use of cookies unless you adjust your browser settings.


10. Third-Party Links

Our Website may contain links to third-party websites. We are not responsible for their privacy policies or content. Please review their policies separately.


11. Changes to This Policy

We may update this Privacy & Cookie Policy from time to time. Any changes will be posted on this page, and the “Last updated” date will be revised accordingly.


12. Complaints

If you believe your data has been mishandled, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO):

Website: https://www.ico.org.uk

We encourage you to contact us first so we can address any concerns.


13. Contact Us

For any questions regarding this Privacy & Cookie Policy or your personal data, please contact:

Lombardi Financial Services
Email: info@lombardifs.co.uk

Speak to one of our trusted, independent advisers today

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