How I handle your information

I only collect information you choose to share with me by email so that I can provide support. This may include details about your situation with a financial firm.

I will:

  • Keep your information confidential
  • Use it only to help with the support we agree
  • Not share it with third parties except where required by law
  • Delete or securely store it appropriately once our work is complete

Please note: Do not send highly sensitive personal or financial information until we have agreed to work together and you are comfortable doing so. For general enquiries, keep details high-level.

This is a simple privacy notice for a small independent service. If you have questions, email me.