Privacy Policy

  • “Just received your report and we find it excellent for our needs. It is understandable, clear and (even more delightfully) brings good income news! Thank you so much, you are doing exactly what we wanted from our adviser.”

    David, Norwich
  • “I want to simply say that the quality of service is very good indeed, considering how greatly I have benefited financially since starting the trust.”

    Lesley, Caernarfon

We are committed to protecting your privacy. We will only use the information that we collect about you lawfully (in accordance with the Data Protection Act 1998).

We collect information about you for 2 reasons: firstly, to process your order and second, to provide you with the best possible service.

We will not e-mail you in the future unless you have given us your consent.

We will give you the chance to refuse any marketing email from us in the future.

The type of information we may collect about you includes:

  • your name
  • email address
  • IP Address

We will never collect sensitive information about you without your explicit consent.

The information we hold will be accurate and up to date. You can check the information that we hold about you by emailing us. If you find any inaccuracies we will delete or correct it promptly.

The personal information which we hold will be held securely in accordance with our internal security policy and the law.

We may use technology to track the patterns of behaviour of visitors to our site. This can include using a “cookie” which would be stored on your browser. You can usually modify your browser to prevent this happening. The information collected in this way can be used to identify you unless you modify your browser settings.

If you have any questions/comments about privacy, you should contact us.