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Privacy Policy

Last Updated: June 4, 2026

This Privacy Policy describes how we collect, use, and protect your personal information when you visit our website or use our services.

Information We Collect

We collect information that you provide directly to us, including:

  • Name and contact information when you submit inquiry forms
  • Email addresses for correspondence purposes
  • Information about your service preferences and financial inquiry details
  • Any additional information you choose to provide in communications with us

How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide requested services
  • Communicate with you about our services and your consultations
  • Improve our website and service offerings
  • Comply with legal obligations and protect our rights

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

  • With your explicit consent
  • To comply with legal obligations or respond to lawful requests
  • To protect our rights, property, or safety, or that of others
  • With service providers who assist in our operations, under strict confidentiality agreements

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

Your Rights

You have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate or incomplete information
  • Request deletion of your personal information
  • Object to or restrict certain processing of your information
  • Withdraw consent where processing is based on consent

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to improve your experience on our website. For detailed information about our cookie practices, please see our Cookie Policy.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new policy on this page with an updated effective date.

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at [email protected].

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Professional financial management guidance in Leeds

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