Privacy Policy

Last updated: June 19, 2026

This privacy policy explains how we collect, use, store, and protect your personal information when you use our website or engage our services.

Information We Collect

We collect information you provide directly when submitting consultation requests, contacting us via email, or engaging our services. This typically includes:

  • Your name and email address
  • Information about your financial circumstances relevant to requested services
  • Communication preferences and consultation scheduling details
  • Any additional information you choose to provide during consultations

We also collect certain technical information automatically when you visit our website, including IP addresses, browser type, pages visited, and time spent on pages. This data helps us understand website usage patterns and improve user experience.

How We Use Your Information

Information collected serves specific purposes related to providing and improving our services:

  • Responding to consultation requests and scheduling appointments
  • Delivering requested financial management services
  • Communicating about your consultations, appointments, and related matters
  • Improving our website functionality and user experience
  • Maintaining records as required for business operations
  • Complying with legal obligations

We do not use your information for marketing purposes without explicit consent. We do not sell, rent, or share your personal information with third parties for their marketing purposes.

Data Storage and Security

Personal information is stored securely using industry-standard protection measures. We implement appropriate technical and organizational safeguards to prevent unauthorized access, disclosure, alteration, or destruction of your data.

Access to personal information is restricted to personnel who require it to perform their job functions. All staff members are bound by confidentiality obligations.

Despite our security measures, no data transmission over the internet or electronic storage system can be guaranteed completely secure. While we strive to protect your information, we cannot guarantee absolute security.

Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, unless longer retention is required or permitted by law.

Consultation records and related financial information are typically retained for seven years following completion of services, consistent with standard financial record-keeping practices.

Technical website data is retained for shorter periods, typically between one and three years depending on the specific data type.

Your Rights

Under UK data protection law, you have specific rights regarding your personal information:

  • Access: You can request copies of your personal information
  • Correction: You can request correction of inaccurate or incomplete information
  • Deletion: You can request deletion of your information in certain circumstances
  • Restriction: You can request restriction of processing in certain circumstances
  • Objection: You can object to processing of your information
  • Portability: You can request transfer of your information to another service provider

To exercise any of these rights, contact us via email at [email protected]. We will respond to requests within one month, though complex requests may require additional time.

Cookies and Tracking

Our website uses essential cookies necessary for basic functionality. These cookies enable features like remembering your cookie preferences and maintaining session state during form completion.

We do not use advertising cookies or third-party tracking technologies. Detailed information about our cookie usage appears in our separate cookies policy.

Third-Party Services

We may use third-party service providers to support business operations, such as email hosting or website infrastructure. These providers access personal information only as necessary to perform their functions and are contractually obligated to maintain confidentiality and security.

We do not authorize these service providers to use or disclose information except as necessary to perform services on our behalf or comply with legal requirements.

Children's Privacy

Our services are not directed toward individuals under eighteen years of age. We do not knowingly collect information from children. If we become aware that we have collected personal information from a child without parental consent, we will take steps to delete that information.

International Data Transfers

Personal information is primarily stored and processed within the United Kingdom. If information must be transferred outside the UK, we ensure appropriate safeguards are in place to protect your data in accordance with UK data protection requirements.

Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. Updated versions will be posted on this page with a revised "last updated" date.

Significant changes will be communicated via email to active clients. Continued use of our services following policy updates constitutes acceptance of those changes.

Contact Information

Questions or concerns about this privacy policy or our data practices can be directed to:

Email: [email protected]
Address: 47 Wellington Street, Leeds, West Yorkshire, LS1 4JG, United Kingdom

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) if you believe we have not handled your personal information appropriately. Contact details for the ICO are available at ico.org.uk.