1) Information We Collect
We collect information you provide directly, such as contact details (name, email, phone), profile information (goals, time horizon, risk preferences), and messages. If you become a client, we may process identification data for onboarding and compliance (for example, date of birth, address, national identification numbers as required by law), and portfolio information (holdings, transactions). We also collect limited technical data when you use our site, including device type, approximate location, pages viewed, and events (for example, button clicks). You can control analytics via the cookie banner.
2) How We Use Data and Legal Bases
We use personal data to: respond to enquiries, provide and improve services, personalize communications, perform analytics, and meet legal and regulatory duties. Our legal bases include consent (for optional communications and analytics), contract (to deliver requested services), legitimate interests (to improve the site and protect from misuse), and legal obligations (such as anti‑money laundering and financial reporting). Where we rely on consent, you can withdraw it at any time without affecting prior processing. We do not sell personal data. We only send marketing if you have opted in, and you can unsubscribe in any message.
3) Cookies and Similar Technologies
Our site uses essential cookies to function and optional analytics to understand usage. Essential cookies remember preferences such as navigation states and form validation. Analytics summarize visits, page performance, and general trends; they are aggregated and help us improve usability. You can accept or reject analytics using the cookie banner at any time. Your choice is stored in your browser and can be changed by clearing site data or revisiting this page.
Required for security, accessibility, and basic features.
Helps us improve content and navigation. Disabled unless you consent.
4) Sharing and International Transfers
We may share data with trusted service providers who help operate our website, analytics, communications, custody, or compliance tooling. These providers access data only to perform contracted services and must protect it under strict confidentiality and security obligations. If data is transferred outside the UK, we use approved safeguards such as UK Addendum to EU Standard Contractual Clauses, adequacy decisions, or other lawful transfer mechanisms. We never sell personal data and we do not enable third‑party advertising on our site.
5) Retention and Security
We retain personal data only as long as needed for the purpose collected and to meet legal, regulatory, accounting, or reporting requirements. For enquiries without engagement, we typically retain contact records for up to 24 months. For clients, retention may extend for statutory periods required by financial regulations. We employ administrative, technical, and physical controls, including role‑based access, encryption in transit, and secure configurations. No method is perfectly secure, but we work to reduce risk and review controls regularly.
6) Your Rights
Subject to conditions and exemptions, you have rights to access, correct, erase, restrict, or object to processing; to data portability; and to withdraw consent where processing is based on consent. To exercise these rights, email [email protected] with your request and proof of identity. You may also lodge a complaint with the Information Commissioner’s Office (ICO) if you are unhappy with our response. Visit ico.org.uk or call 0303 123 1113.
7) Children’s Privacy
Our services and website are intended for adults. We do not knowingly collect personal data from children. If you believe a child has provided us data, please contact us and we will take appropriate steps to delete the information or obtain verifiable parental consent, as required by law.
8) Changes and Contact
We may update this Privacy Policy to reflect changes in laws, technologies, or our services. When we make material changes, we will update the effective date below and, where appropriate, notify you by email or prominent notice on this site. If you have questions about this Policy or how we handle your data, contact our Data Protection contact using the details above.