Privacy Policy

Last Updated: October 11, 2025

Introduction

At Preece Financial Services ("we," "our," or "us"), we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

By using our website or services, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, please do not use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us, including but not limited to:

  • Name and contact information (email address, phone number, mailing address)
  • Financial information necessary to provide our services
  • Social Security number or tax identification number
  • Employment and income information
  • Investment objectives and risk tolerance
  • Bank account and credit card information for payment processing

Automatically Collected Information

When you visit our website, we automatically collect certain information about your device and browsing actions:

  • IP address and browser type
  • Operating system and device information
  • Pages visited and time spent on our site
  • Referring website addresses
  • Cookies and similar tracking technologies

How We Use Your Information

We use the information we collect for various purposes, including:

  • Providing, maintaining, and improving our financial services
  • Processing transactions and managing your accounts
  • Communicating with you about our services, updates, and offers
  • Complying with legal and regulatory requirements
  • Detecting, preventing, and addressing fraud or security issues
  • Analyzing website usage to improve user experience
  • Sending newsletters and marketing communications (with your consent)

Information Sharing and Disclosure

We do not sell your personal information. We may share your information in the following circumstances:

  • Service Providers: Third-party companies that perform services on our behalf (e.g., payment processing, data analysis)
  • Legal Requirements: When required by law, court order, or government regulation
  • Business Transfers: In connection with a merger, acquisition, or sale of assets
  • With Your Consent: When you have given us explicit permission to share your information
  • Professional Advisors: Accountants, auditors, lawyers, and other professional advisors

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption of data in transit and at rest
  • Regular security assessments and updates
  • Restricted access to personal information
  • Employee training on data protection

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information:

  • Access: Request access to the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information
  • Opt-Out: Opt-out of marketing communications
  • Data Portability: Request a copy of your data in a structured format
  • Restriction: Request restriction of processing of your information

To exercise these rights, please contact us using the information provided below.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our website and store certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our website.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us immediately.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us:

Preece Financial Services

Email: Austin.Preece@PreeceFP.com

Phone: (715) 903-6125