Disclosures
Privacy Policy
Last updated January 2026.
Haley Wealth Counsel, LLC ("we", "our", "us") respects the privacy of every visitor to this website and every client of the firm. This Policy explains what information we collect, why we collect it, and the choices you have. It applies to leofintechdubai.com and all services delivered by the firm from our office at 961 Somerset Ln, Melbourne, FL 32940.
1. Information we collect
We collect only the information we need to do our work and to operate this site:
- Information you give us — name, email address, telephone number, and any details you write in the contact form or send by email.
- Information collected automatically — IP address, browser type, device type, the pages you visit, and approximate location, by means of standard server logs and the cookies described in our Cookie Policy.
- Information clients provide during an engagement — financial statements, tax returns, insurance documents and other materials required to deliver advice. These are handled under a separate written engagement letter.
2. How we use information
- To respond to enquiries received through the website, email or telephone.
- To deliver the services described in your engagement letter, if you become a client.
- To operate, secure and improve this website.
- To meet our legal, regulatory and recordkeeping obligations under Florida and U.S. federal law.
3. Sharing of information
We do not sell or rent your information to anyone. We share it only with: (i) service providers who help us host the website and deliver email, under contract; (ii) the independent custodian and back-office partners required to deliver our services, where you are a client; (iii) law enforcement or regulators where required by a valid legal order.
4. Cookies and analytics
This site uses a small number of essential cookies and, where you have given permission, analytics cookies. See our Cookie Policy for details and to change your preferences.
5. Data retention
Website enquiries are retained for up to twenty-four months. Client records are retained for the duration of the engagement and for a minimum of seven years thereafter, in line with U.S. financial-services recordkeeping rules.
6. Your rights
You may at any time ask us to confirm what information we hold about you, to correct it, or — subject to our legal obligations — to delete it. Write to us at the address below. California, Colorado and Virginia residents have additional rights under their respective state privacy laws and may exercise them by the same means.
7. Security
We maintain reasonable administrative, technical and physical safeguards designed to protect the information we hold. No system, however, is perfectly secure; you should not send sensitive financial information by unencrypted email.
8. Children
This site is not directed at children under sixteen and we do not knowingly collect their information.
9. Changes to this Policy
We may update this Policy from time to time. The date at the top will reflect the most recent change.
10. Contact
Haley Wealth Counsel, LLC
Attn: Bridget R. Haley, Privacy Officer
961 Somerset Ln, Melbourne, FL 32940, USA
Telephone: +1 (321) 294-7739 · Email: contact@leofintechdubai.com