Information we collect

We may collect your name, address, email address, telephone number and relevant financial information when you engage with our services or communicate with us.

How we use your information

We use your personal data to:

• Provide and manage our financial services
• Communicate with you regarding your enquiries or account
• Improve our services and client experience
• Meet our legal and regulatory obligations

Sharing your information

We do not sell or share your personal data with third parties for marketing purposes. We may share information where necessary to deliver our services or comply with legal obligations.

Data security

We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss or misuse.

Your rights

Under UK data protection law, you have the right to:

• Request access to your personal data
• Request correction of inaccurate or incomplete data
• Request erasure of your data (where applicable)
• Object to or restrict how your data is processed

Data retention

We only retain your personal data for as long as necessary to fulfil the purposes for which it was collected.

Changes to this policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page.