We’re committed to protecting your right to privacy. We won’t pass your details on to anyone outside our business other than as detailed in this statement.

This policy explains how we collect, control and process your personal information. It also explains how we use software and cookies. Our contact details can be found later in this policy. If you have any queries about this statement, please don’t hesitate to contact us.

This privacy policy may be changed or updated in the future without prior notice, so please review the details periodically.

What information do we collect about you?

We’ll collect details including your name, contact details, IP address and company details. We may also collect your financial information. This information will be provided by you or sourced online, for example, from the FCA Register or Companies House.

The data we collect will include information provided by you on the ‘contact us’ and ‘free downloads’ pages of our website.

What do we do with this data?

We use the data we hold about you to:

  • Respond to enquiries and requests for information.
  • Provide you with our services.
  • Tell you about any changes to our services.
  • Tell you more about our services, in line with your communication preferences.
  • Meet any legal obligations.
  • Help you have a better experience when navigating our website.

Do we share your data?

In order to provide you with information and / or services, we’ll share your data with third party Data Controllers and Data Processors. This may include:

  • Financial product & service providers.
  • Compliance service providers.
  • The Financial Conduct Authority.
  • The Financial Ombudsman Service.
  • Any other regulators where so required.

We also use external Data Processors that will hold information for the following purposes:

  • Secure file sharing.
  • Data backup.
  • Bookkeeping and accounts.
  • Record keeping.
  • Regulatory compliance.

Note that do not sell your data to other organisations. Any marketing to which you consent will be for the purpose of promoting the services we offer. This may involve the use of third party websites, as detailed below.

Which Data Processors do we use?

Below is a list of the processors used and the types of information processed under our contracts with these processors. Please note that the Privacy & Security policies of the processors are aimed at the controllers who use them and may be updated.

Processor Type of data and processing
Microsoft 365 We use Microsoft 365 cloud service to securely share and store files and documents that contain or may contain personal data pertinent to the work we undertake for clients and for our team. We also use their email service.
Basecamp We use Basecamp to securely share files and documents that contain or may contain personal data pertinent to the work we undertake for clients and for our team.

We use Google to securely share documents that contain or may contain minimal personal information – names and contact details – to record enquiries and monitor workflow.


We also use Google Analytics to monitor details about web searches and website interaction. For more information visit Google’s Privacy & Terms site.

Adviser Asset We use Adviser Asset for research and enter personal information to conduct research and analysis.
Mailchimp We use Mailchimp to send bulk emails, such as newsletters and updates about our business.
FE Fundinfo We use FE Fundinfo for research and enter personal information to conduct research and analysis.
Synaptic We use Synaptic for research and enter personal information to conduct research and analysis.
Webline We use Webline for research and enter personal information to conduct that research.
CashCalc We use CashCalc for research and enter personal information to conduct research and analysis.
Siteground Siteground host our website.
Xero We use Xero for invoicing purposes.
Harvest We use this tool for time tracking. Only basic information is entered.
Vividly Simple We use Vividly Simple for IT support, which means they may have access to your data from time to time for the purpose of providing their services.


In all cases we seek to minimise the amount of personal data shared. It is essential that we can identify you quickly and easily so information shared may be identifiable as your personal data.

We will not share your personal information in any other circumstances than those necessary for the provision of services to you or where we are required to do so by law. We may continue to hold data beyond any period of engagement for legal and operational purposes, due to the regulatory nature of the services we provide.

Third party websites

Any links on our website to third party websites are at your own risk. All third-party websites are required to have their own privacy policies. You will need to make sure you’re satisfied with those policies before proceeding to use those websites. We don’t have any responsibility or liability for these policies.

Items available to download

We’ve undertaken all reasonable steps to make sure the items available for download are secure and only genuine content is available. However, any documents you download are at your own risk. It’s important that you have your own anti-virus software in place to protect yourself from malicious parties.

Is your data secure?

We take data security extremely seriously. We’ll undertake all reasonable steps to make sure such data is treated securely. We do this through the use of electronic and physical processes and by having robust processes in place. We are Cyber Essentials certified and this information can be verified online via the National Cyber Security Centre here. However, this does not provide any guarantees and data is provided to us at your own risk.

Any passwords you put in place to access any of the systems we use are your responsibility. You must make sure they are strong, secure and kept confidential.

Where do we store your Personal Data?

All the data that we collect and store is based on legitimate interest. We’ll hold your data on secure servers. Data might be transferred to, stored in and processed in areas outside the European Union and European Economic Area. Such areas may have their own data protection laws to those in the UK. We aim to ensure sufficient safeguards are in place, so that we have equivalent levels of protection. By providing your personal data, you agree to it being transferred, stored and processed in this way.

What about marketing?

You can ask us not to process your personal data for marketing purposes at any time.

What are your rights?

Under data protection law you have the right to ask us for a copy of the information we hold about you, and to have any inaccuracies corrected or removed.

You may ask us to delete or cease processing all personal data held by us or any processor with which we have shared your data. We may not always be able to comply with a request for deletion, but you can ask us to cease processing your data.

In addition, you have the right to be informed about the data we collect, where it is located and with whom it is shared, the processing we undertake and to question any automated decision making processes.

To do this, or if you require more information please contact us.

We have the right to inspect any documents or data held by you as the data controller which are or could be relied upon by either party, or are pertinent to, a claim or potential claim brought by the data controller or any third party, subject to reasonable notice and such access should not be unreasonably withheld.

How can you make a complaint?

If you have any concerns about our use of your personal information, you can make a complaint to us at:

 Contact name Alan Gow
Telephone 0118 948 5650
Address Reading Business Centre, Fountain House, 2 Queens Walk, Reading, RG1 7QF


You can also complain to the ICO if you are unhappy with how we have used your data.The ICO’s address:

Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF

Helpline number: 0303 123 1113

ICO website:

Does our website use cookies?

Yes, our website uses cookies to enhance your experience. A cookie is a piece of information that is stored on your computer’s hard drive which records how you have used a website. This means that when you go back to that website, it can give you tailored options based on the information it has stored about your last visit.

Vital cookies

These are essential to the operation of the website. These cookies enable a site to remember text entered in a page within the same session or to remember whether a user is logged in or not, the site cannot function without them.

Performance cookies

Performance cookies collect information about website usage to enhance the web experience. Examples of these include website analytics (i.e. Google Analytics) and ad-response rates (where data is collected exclusively for calculating click-through rates). They do not collect information that can identify a particular visitor. These cookies are usually persistent and have fairly long expiry rates.

Functionality cookies

These remember the choices that users make within a web page, such as usernames, language or region to provide an enhanced, more personalised web experience. They cannot track your activity on other websites and are anonymous.

Advertising cookies

Targeting or advertising cookies collect information about your browsing habits to tailor third-party advertising to meet your interests. They are usually placed by advertisers with website operators’ permission. We do not use this type of cookie.