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Privacy Policy

Information we collect

We collect personal information about you which is provided to us when you enquire about the services on our website. The provision of the Services to you may require us to store details of your financial information. We will periodically review your personal information to ensure that we do not keep it for longer than necessary.

Purposes for which we use information about you

We may use your personal information for a number of purposes:

  • to enable you to access and use the Services
  • to personalise aspects of our Services to you
  • to communicate with you

Passing on information about you

Please be aware that once you provide information, you will be regarded as having given your consent to us disclosing your personal information to the following parties:

  • the Financial Services Authority and/or other regulatory/governing bodies for the purposes of compliance monitoring

Opting out

You can ask us to stop using your information for marketing purposes at any time and remove your information from our database, which we will do. Such a request may result in us ceasing to offer the Services to you.

To opt out, call our team on 0151 353 1066, and we will remove your details from our database.

If you would prefer us to call you back and talk through your requirements with you, fill out your name and number below, and well get back to you as soon as possible. * Required field