Privacy notice
This is a demonstration template. Replace this text with your firm's own privacy notice, reviewed by a qualified adviser or solicitor, before going live.
What we collect
When you contact us we collect the details you provide — your name, email, age and message — solely to respond to your enquiry and, if you engage us, to build and maintain your financial plan.
How we use it
We use your information to give advice, meet our regulatory record-keeping duties, and stay in touch about your plan. We do not sell your data, and we do not share it except where required by law or by a provider acting on your instructions.
How long we keep it
Financial advice records are kept for the period our regulator requires, after which they are securely deleted.
Your rights
You may ask to see, correct or delete the personal data we hold about you. To do so, email [email protected] or call 020 7946 0198.