We may collect information you provide when submitting forms, making enquiries, subscribing to communications, or interacting with our website. This may include your name, email address, phone number, date of birth, and information contained within your messages.
Where relevant to a requested service, you may choose to provide financial information such as income, borrowing requirements, investment interests, or planning details. We only request information reasonably necessary for the relevant purpose.
Information may be used to respond to enquiries, provide requested information, communicate about services, administer subscriptions, improve website functionality, maintain records, and meet applicable legal, regulatory, and administrative requirements.
If you provide your details for communications, we may use them to send information you have requested, including newsletters, educational material, service updates, or responses to enquiries. Your communication preferences will be respected.
Our website may use cookies and similar technologies to support functionality, understand general website activity, and improve user experience. You can manage certain cookie preferences through your browser or available website settings.
We do not sell personal information. Information may be shared with trusted service providers where necessary to operate our website, manage communications, maintain systems, or provide requested services, subject to appropriate confidentiality and security requirements.
We use reasonable technical and organisational measures designed to protect personal information against unauthorised access, misuse, alteration, disclosure, or loss. No method of electronic storage or transmission can be guaranteed completely secure.
We retain personal information for as long as reasonably necessary to fulfil the purposes for which it was collected, maintain appropriate records, resolve enquiries, comply with legal obligations, and address legitimate operational requirements.
Depending on applicable law, you may have rights concerning access, correction, deletion, restriction, or use of your personal information. Requests can be submitted through our contact details, and we will respond according to applicable requirements.
We may update this Privacy Policy periodically to reflect changes in our practices, services, technology, or legal requirements. The latest version will be published on this website, with the effective date updated when material changes are made.