Privacy Policy | Synergy Vision Advisors

This policy explains what information Synergy Vision Advisors collects through this website and during an engagement, why we collect it, and how it is handled.

Information we collect

Details you submit through the consultation form — name, phone, email, city, service of interest and your message.
Documents and information you share during an engagement, which are used only for that engagement.
Standard technical data such as browser type and pages visited, used to understand how the site is used.

How we use it

To respond to your enquiry and provide the service you asked about.
To coordinate internally between the practices involved in your requirement.
To send updates relating to your engagement. We do not sell your data to third parties.

Confidentiality

Consultation content is treated as confidential from the first conversation, whether or not you proceed with an engagement. Information is shared with a third party — a lender, an institution, a specialist — only with your knowledge and where it is necessary to carry out what you asked us to do.

Retention and your rights

We retain engagement records for as long as needed to deliver the service and meet legal and professional obligations. You may request a copy of the personal information we hold about you, ask for a correction, or ask us to delete it where we are not required to retain it.

Third-party content

This site may embed third-party content such as maps and fonts. Those providers apply their own policies.

Last updated: 2026. Questions about this page can be sent to synergyvisionadvisors@gmail.com.