Privacy Policy

The General Data Protection Regulations (GDPR) came into force on the 25th May 2018. Essentially, it is designed to bring data protection into the modern age and applies to personal data me may hold about you, should you become a client. As such, we have summarised below your rights:

Right of Access

This is known as Subject Access Request (SAR). Anyone we hold data on is a Data Subject, and as such has the right to request a copy of that data.

Right to be forgotten

You have the right to request that we delete your data.

Right to data portability

You have the right to ask us to pass your data onto another organisation, such as a new adviser or employer.

Right to withdraw consent

You have the right to withdraw your consent to us holding your data

Right to be informed of data breaches

We must inform you within 72 hours of a data breach.

Right to data correction

You have the right to demand that we correct any inaccuracies we may have in the data we hold on you

Right to restrict processing

You can put restrictions on what we can do with your data

Right to make a complaint

You have the right to complain about any breaches of these rules


For more details, download our Privacy Notice, or get in touch. The best person to contact is our compliance manager, Allison Belben, and her email address is

Ready to ask for some advice?

Fill out the form below and we'll contact you to arrange
an initial meeting that's at a time convenient for you.

Let's get started

What would you like to talk to us about?

Let’s get started

What would you like to talk to us about?

Transparent about our fees and costs

When we say independent, we mean independent