Privacy policy
How we handle personal information
This policy explains what personal information we collect, how we use it, and the choices you have. We keep data handling simple and transparent.
Information we collect
- Contact details shared by email.
- Notes and documents you provide during advisory work.
- Basic usage data collected via optional analytics cookies.
How we use information
- To provide the requested services and support.
- To improve our materials and client experience.
- To meet legal and regulatory obligations.
Data retention
We keep personal data only as long as needed for service delivery and legal compliance. Advisory records are reviewed annually and deleted when no longer necessary.
Sharing and disclosure
We do not sell personal information. We only share data with trusted service providers who help us operate the business, and only when required.
Your choices
- Request access to your data.
- Ask for corrections or deletion.
- Change cookie preferences at any time.