We are committed to ensuring your personal data is protected and handled in line with United Kingdom regulations.

Personal Information We Collect

We collect only the information necessary to manage your enquiry and deliver our services to you.

• Identity details such as your name, date of birth, and contact information including postal address and email address.
• Information provided during our client onboarding, including preferences or specific needs related to your planning.
• Usage data from your interactions with our website to help us improve our services and communications.
• Any correspondence or documentation you share with us by email, phone, or web form submission.

How We Use Your Information

Your personal data is only used for fulfilling your request and adhering to our legal obligations.

• Processing enquiries and communicating service details in response to your request.
• Reviewing and updating client records for compliance and quality improvement.
• Contacting you to clarify your needs or arrange meetings, if you have requested this.
• Maintaining secure records in line with retention and data security best practices.

Legal Basis for Processing

We only process your data when permitted by applicable law and with your consent.

Our legal basis for processing your personal data is the necessity to perform our services, comply with regulatory requirements, and respond to your request as submitted through forms or communication channels.

Information Sharing

We do not sell your data. Limited sharing occurs as necessary for delivery of services and legal compliance.

• Data shared with service providers is strictly limited to those required for providing our services or maintaining our systems.
• Information may be shared if requested by authorities in accordance with applicable law.
• Any third parties are contractually required to maintain confidentiality and comply with data protection regulations.

Data Security

We prioritise secure handling of your information, employing industry-standard technical and organisational measures. This includes secure servers, encryption where appropriate, and regular reviews of protocols to protect your personal data from unauthorised access, use, or disclosure.

Your Rights

You retain key rights concerning your data under GDPR and UK law.

• The right to request access to the personal data we hold about you at any time.
• The right to request correction or removal of inaccurate or incomplete information.
• The right to withdraw your consent to data processing, where consent forms the basis of processing.
• The right to raise a complaint with the Information Commissioner’s Office (ICO) if you believe your data is mishandled.

Cookies and Tracking

Cookies help us improve website usability and personalise your browsing experience. You may adjust your preferences at any time.

Cookie Policy Cookie Policy

Contact Us

For data requests or questions regarding our privacy practices, please contact us at the details below.

Updates to Our Policy

We may modify this policy for legal or operational reasons. Please refer to this page regularly for updates.