Privacy Policy

LegacyRoot Financial ("we", "us") is an insurance and financial planning advisory brand based in Barbados. This Privacy Policy explains how we collect, use, and protect personal information you share through this website and when you contact us.

We collect the information you choose to give us — including your name, email address, phone or WhatsApp number, the product or service you're interested in, your preferred contact method, and any message you provide — when you complete a form or book a consultation.

We use your information to:

• Respond to your inquiries and provide the guidance you request
• Confirm and remind you about appointments
• Maintain records of our communication as a client or prospective client
• Improve our website and educational content

We do not sell your personal information. We may share it with service providers who help us operate (for example, calendar and CRM tools) under appropriate confidentiality terms, or where required by law.

We retain inquiry and client records for as long as needed to respond to your request and to meet applicable recordkeeping requirements, then delete or anonymize them.

You may request access to, correction of, or deletion of your personal information by contacting us using the details on our contact page.

We take reasonable steps to protect your information. No method of transmission over the internet is fully secure, however, and we cannot guarantee absolute security.

We may update this Privacy Policy from time to time. Changes take effect when posted on this page with an updated date.

Questions about this policy or your personal information can be sent through our contact page. Draft content — pending legal review.