Over 20 years experience in advising your finances

We are committed to safeguarding the privacy of our clients and website visitors; this policy sets out how we will treat your personal information.

1. What information do we collect?
We may collect, store and use the following kinds of personal data:
(a) information about your computer and about your visits to and use of this website (including your IP address, geographical location, browser type, referral source, length of visit and number of page views);
(b) information that you provide to us for the purpose of registering with us;
(c)information that you provide to us for the purpose of subscribing to our website services, email notifications and/or newsletters;
(d) any other information that you choose to send to us;

2. Using your personal data
Personal data submitted on this website will be used for the purposes specified in this privacy policy or in relevant parts of the website. We may use your personal information to:
(a) administer the website;
(b) improve your browsing experience by personalising the website;
(c) enable your use of the services available on the website;
(e) send statements and invoices to you, and collect payments from you;
(f) send you general (non-marketing) commercial communications;
(g) send you email notifications which you have specifically requested;
(h) send to you our newsletter and other marketing communications relating to our business which we think may be of interest to you by post or, where you have specifically agreed to this, by email or similar technology (you can inform us at any time if you no longer require marketing communications);
(i) deal with enquiries and complaints made by or about you relating to the website; and where you submit personal information for publication on our website, we will publish and otherwise use that information in accordance with the license you grant to us. We will not provide your personal information to any third parties for the purpose of direct marketing.

3. Disclosures
We may disclose information about you to any of our employees, officers, agents, suppliers or subcontractors insofar as reasonably necessary for the purposes as set out in this privacy policy. In addition, we may disclose information about you:
(a) to the extent that we are required to do so by law;
(b) in connection with any legal proceedings or prospective legal proceedings;
(c) in order to establish, exercise or defend our legal rights (including providing information to others for the purposes of fraud prevention and reducing credit risk); and Except as provided in this privacy policy, we will not provide your information to third parties.

4. Security of your personal data
We will take reasonable technical and organisational precautions to prevent the loss, misuse or alteration of your personal information. We will store all the personal information you provide on our secure (password- and firewall- protected) servers and the original consultation form in a locked secure cabinet.

5. Policy amendments
We may update this privacy policy from time-to-time by posting a new version on our website. You should check this page occasionally to ensure you are happy with any changes. We may also notify you of changes to our privacy policy by email.

6. Your rights
You may instruct us to provide you with any personal information we hold about you. We can provide this at any time during working hours for you. You may instruct us not to process your personal data for marketing purposes by email at any time. (In practice, you will usually either expressly agree in advance to our use of your personal data for marketing purposes, or we will provide you with an opportunity to opt-out of the use of your personal data for marketing purposes).

7. Updating information
Please let us know if the personal information which we hold about you needs to be corrected or updated.

8. Contact
If you have any questions about this privacy policy or our treatment of your personal data, please contact us using the contact information on this website.