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Privacy policy

GDPR summary for our benefit and pension advisory services.

We process personal data only when required to provide the advisory services you request. You can ask for access, correction, or deletion of your data by emailing our office.

Desk with paperwork and planning tools

Your rights

  • Request a copy of the personal data we hold about you.
  • Ask for corrections to inaccurate or incomplete records.
  • Request deletion of records that are no longer required.
  • Withdraw consent for optional communications at any time.

How to reach us

Email and include "GDPR request" in the subject line so we can prioritise your message.