We collect only what we need to give you advice, we keep it for as long as the law requires, and we do not sell it to anyone.
What we collect
Contact details, the financial information you choose to share with us, and records of our correspondence. Where advice requires identity verification we collect the documents needed for that and nothing further.
Why we collect it
To give you advice, to meet our legal and regulatory obligations, and to keep a record of what was recommended and why. We do not use your information for advertising.
Who we share it with
Only the parties needed to deliver the service you have asked for (for example a specialist adviser in another jurisdiction) and only with your knowledge. We never sell personal information.
How long we keep it
For the period our professional and legal obligations require, and then securely destroyed. You can ask what we hold at any time.
Your rights
You may ask for a copy of your information, ask us to correct it, or ask us to delete anything we are not required to keep. Write to the contact address on this site and we will respond within one month.
Cookies
This website uses only the cookies needed for it to function. No advertising or cross-site tracking cookies are set.