Privacy practices for benefit and pension advisory services.
We collect only the information needed to provide advisory support, prepare documents, and respond to your requests. Your data is stored securely and never sold to third parties.
Information may include your contact details, case notes, and supporting evidence provided voluntarily through our consultation process.
How we use your information
We use your information to prepare eligibility reviews, compile document packs, and deliver the specific service you select. We retain data only as long as needed to complete the service or comply with legal requirements.
If you request deletion, we will confirm the request and remove non-essential records where possible.
Questions about privacy
Email us at for any privacy-related enquiries. We respond during working hours.