Privacy Policy:
Our service is based on data provided by clients and by the
providers of their investment and financial products. This data
is disclosed to third parties only if so authorised.
The principal reason for assembling this information is to
enable us to understand your circumstances and how best to help
you deal with the challenges you are likely to meet in planning
your financial and investment arrangements. We will endeavour to
keep your data up-to-date by liaising closely with you and
updating planning assumptions prior to and during meetings.
Your data will be stored mainly on computers and will be
password protected. Our offices are protected by burglar alarms.
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