This privacy notice tells you what to expect me to do with your personal information.
I collect or use the following information to provide services for clients:
I also collect or use the following special category information to provide services for my clients. This information is subject to additional protection due to its sensitive nature:
We collect or use the following personal information to comply with legal requirements:
We collect or use the following personal information to protect client welfare:
We collect or use the following personal information for dealing with queries, complaints or claims:
We also collect or use the following special category information for dealing with queries, complaints or claims. This information is subject to additional protection due to its sensitive nature:
Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.
Which lawful basis we rely on may affect your data protection rights which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:
If you make a request, I must respond to you without undue delay and in any event within one month.
To make a data protection rights request, please contact me using the contact details at the top of this privacy notice.
Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:
Our lawful bases for collecting or using personal information for the operation of client or customer accounts are:
Our lawful bases for collecting or using personal information to comply with legal requirements:
Our lawful bases for collecting or using personal information to protect client welfare are:
For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.
Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:
Directly from you.
For more information on how long we store your personal information or the criteria we use to determine this please contact us using the details provided above.
If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice. If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.
The ICO’s address:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Last updated: 20th January 2026