We know that providing personal information is an act of trust and we take this seriously.
What we may collect:
- Your name and job title
- Your contact information including email address
- Demographic information such as postcode, preferences and interests
- Other information relevant to customer surveys and/or offers
- Usage data – for example how often and when you visited our website and pages viewed
- For promotional emails, when and how often you viewed and if you clicked on links
The Data is kept for the time necessary to provide the services requested by the user, or stated by the purposes outlined in the document, and for the life of our business relationship with you.
What we do with the information we gather
We collate this information to understand your needs and provide you a better service, and in particular -
- For internal record keeping.
- To improve our products and services.
- To periodically send promotional emails about new products, special offers or other information, educational content you may find interesting and relevant, using the email address you have provided.
- To contact you for market research purposes by email, phone, or SMS.
- For analytics
- To interact with you on social networks
- For payments
We ensure your information is secure. To prevent unauthorised access or disclosure, we have physical, electronic and managerial procedures in place to safeguard and secure the information we collect online.
A cookie is a small file placed on your computer's hard drive with your agreement. Once you agree, the file is added and the cookie helps us analyse web traffic or lets us know when you visit a particular site. Cookies allow web applications to respond to you. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences. Cookies help us provide you a better website, enabling us to monitor pages you find useful. A cookie gives us no access to your computer or any information about you, other than data you share with us. You can accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.
Links to other websites and Social Medias
Our website contains links to other websites and social media. If you leaving our site to use these links, we have no control over those websites and social media. We cannot be responsible for the protection and privacy of any information you provide whilst visiting these sites, which are not governed by this privacy statement. Exercise caution and look at the privacy statement for each website and social media.
Your personal information
We do not make your information available to anybody for marketing activities. We may use your personal information to send you promotional information about third parties we think you may find interesting or educational, if you tell us you wish this to happen. You may ask us for details of your personal information and ask us to remove it - email email@example.com. If you believe any information we hold about you is incorrect or incomplete, email us at the above address. We will correct any incorrect information. If you have questions, contact us at firstname.lastname@example.org.
Where do you want to be, and where are you now? These simple questions form the foundations of how we create long term lending and finance strategies that enable our clients to achieve their financial goals.
Let us help you get there, and ensure you're comfortable in the process.
Unlike many financial advisors, we're not bound to or owned by any bank. Being independent financial advisors allows us to compare hundreds of institutions to secure the best possible solution for your financial needs.
We'll help simplify your finances so you can be confident of getting where you need to go.
How do you approach real estate? We help clients see it as a vehicle to develop wealth, and as such it's part of a bigger picture that falls within finding the right property to match your financial desires.
Together we'll broaden your horizons by thinking outside the box.