Client questions
There are many financial issues facing us all in the UK today; an ageing population, pressure to consume, insufficient saving, incomprehensible financial products and services, whilst to top it all there are very few places to turn for truly impartial advice.
This section of our website aims to answer some of the questions we are commonly asked by clients. We hope you find what you need, but if not why not have a look elsewhere on our site or e-mail us your question using our enquiry form.
Privacy
Privacy
This policy governs how we treat information obtained by us, either from your use of this website or through the delivery of our services to you. Although our website may contain links to other sites you will appreciate that these are outside of our control and are not therefore covered by this privacy policy.
Collection of personal information
In order to use most of this website you do not have to provide any personal information. We do not make use of cookies. However, if you wish to subscribe to receive mailings from us you will need to complete the on-line form; or if you e-mail us, we will collect personal information about you.
Use and disclosure of information
We process your information:
- To deal with your enquiries and requests.
- To market our services to you directly. If you opt to receive general mailings from us we may contact you by letter, e-mail or telephone.
- To manage our business.
We are committed to dealing with your personal and corporate information fairly and lawfully.
We will only disclose information to members of our staff and to third parties necessarily involved in the maintenance and updating of this website (see under confidentiality).
If you contract with us for specific services, our agreement with you will also detail strict non-disclosure and confidentiality clauses. All parties to any potential transaction are required to agree to these.