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Information we collect
We collect the information you provide when you contact us or become a client, together with standard technical information recorded by our web host. We do not sell client information, and we do not share it with third parties except where necessary to deliver our services or where required by law.
How we use it
Information is used to prepare and maintain your financial plan, to meet our regulatory record-keeping obligations, and to contact you about your engagement. Marketing email is sent only where you have asked for it, and every message carries an unsubscribe link.
Data retention
Client records are retained for the period our regulator requires, after which they are securely destroyed. Enquiry records from people who do not become clients are deleted within twenty-four months.
Your rights
You may request a copy of the information we hold about you, ask us to correct it, or ask us to delete anything we are not required to retain. Write to us using the contact details on this site and we will respond within thirty days.
