We collect only the personal data needed to answer your enquiry, arrange a consultation or send material you asked for: name, contact details, the content of your message and, where you give it, your investment preferences.
Consent is recorded with a timestamp. Marketing consent is separate from enquiry consent, and withdrawing it does not affect our ability to answer an open question from you.
Data is retained while your enquiry is active and for a limited period afterwards to answer follow-up questions, then deleted. You may request access, correction, export or deletion at any time.
Where an introduction is made to an independent lawyer, broker, lender or manager, that firm becomes responsible for the data you share with them under its own policy.
This wording is prepared for professional legal review before launch.