We are committed to protecting your privacy and maintaining transparency in how we handle your information. This policy outlines what data we collect, how we use it, and your rights.

Information We Collect

We collect only necessary personal data to provide financial planning services and support.

• Contact details, such as your name, address, email address, and phone number, are used for communication.
• Details you share during consultations or via forms, including relevant information about your needs and preferences.
• Technical data like cookies, device identifiers, and IP addresses to understand and improve our website experience.
• Any paperwork you voluntarily submit for planning purposes is handled under strict confidentiality.

How We Use Your Information

Your information is processed with care and serves only legitimate business and compliance purposes.

• To arrange, manage, and deliver requested services, including ongoing advice.
• To maintain records required by law or regulatory authorities within the financial sector.
• To contact you in response to requests, or to send important service updates.
• To improve website security, usability, and personalise the website for your needs.

Our Legal Basis

Processing is carried out according to UK regulations and your explicit consent, where needed.

We process your data based on consent, contractual necessity, and legitimate business interests, aiming to serve you responsibly and transparently.

Sharing Information

Data is shared only when necessary and always with appropriate safeguards.

• Trusted service partners help us provide, secure, and maintain our systems and operations on your behalf.
• Law enforcement or regulators, only if legally required and strictly relevant to our service provision.
• Future business successors (if merged or transferred) under continuous data protection obligations.

Data Security

We use appropriate security measures—such as encrypted communications and restricted access—to protect your personal data. Staff are trained in privacy and only access what they need to assist you. Regular reviews ensure our practices stay effective.

Your Rights

You have rights over your data and can contact us at any time to exercise them.

• Request to see, correct, or delete your personal information.
• Withdraw your consent for certain uses, or restrict processing, where lawful to do so.
• Ask for a copy of your data provided to us in a portable format.
• Lodge a concern with the ICO if you believe your rights are not being respected.

Cookies

We use cookies to provide core functionality, analyse usage, and improve website experience. Please review our separate Cookies Policy for full details.

Read Cookies Policy Read Cookies Policy

Contact Us

For questions about your privacy, or to use any of these rights, please contact our team using the details below.

Policy Updates and Changes

This policy is reviewed regularly. Substantial changes will be communicated clearly before they take effect.