Your privacy
To provide our service, we need to collect and use some information about you.
What we collect
Any personal details we gather are solely provided by you when you work with us, including:
- Your contact details.
- Financial information you choose to share.
- Notes from our sessions to inform our guidance.
- Feedback you have given us.
Why we collect it
We collect your information to:
- Fully understand your situation and provide appropriate guidance.
- Keep necessary records and maintain service quality.
- Report, in an anonymised way, on how many people we’ve worked with, their feedback and to identify how we can improve our service quality
How we protect it
Your data's security is paramount, and we follow the Privacy Act 2020.
- We use encryption to store and send information to you securely
- We do not sell your data.
- We do not share your details with financial product providers or advice firms for any purpose.
Your rights
You can ask to see the information we hold about you, and to have anything corrected if it’s wrong.
We can also provide you with a copy of our full Privacy Policy.