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Privacy Policy


Privacy Policy

Privacy Policy

The following confirms that we use and protect information in accordance with le règlement général sur la protection des données de 2018

We are obliged to ensure client confidentiality at all times, all of our financial advice client files being coded to avoid recognition.

You are free to provide information about yourself either voluntarily on our floating enquiry box should your require further information, though are obliged to provide contact details if accessing our database so that if necessary we can keep you informed with changes, though this is not in any way an obligation on our part.

None of the information you provide on this site will be used in itself to provide advice since in order to do so we would need more information than this site can request.


The first point is that cookies do not provide us with information about you, personally – you need to send us this information.

A cookie is a small piece of data sent from a website and stored in the user’s web browser while the user is browsing. Every time the user loads the website, the browser sends the cookie back to the server to notify the user’s previous activity. Cookies were designed to be a reliable mechanism for websites to remember such things as items added in a shopping cart in an online store, or to record the user’s browsing activity such as clicking particular buttons, logging in, or recording which pages were visited in the past. Other kinds of cookies perform essential functions in the modern web..[2]

The only use we make of cookies is to identify which pages are being looked at and how often.

Through your internet browser you can choose or decline cookies since generally these are generally accepted.


Our website contains links to other websites, in which case you leave our website.
As a result, you should be careful of that website as we are not responsible for it and so have no idea how secure it is.
As a result, we are not and cannot be responsible for anything you do on these other websites, not do we vouch for their level of security or privacy which you should check independently.


We will not use your details for general mailing purposes, nor sell these contact details.
The only details of which we will make use of are those you submit requesting further details. For the details provided in order to access our database, we would normally only use these details to possibly update you on the topic requested, but as we do not know what element of the topic interested you this is a little difficult, hence it not been an obligation on our part.

We will advise you however or Webinars and Seminars we may be holding.