Our aim is to offer services that help you plan your financial tax affairs. To provide such advice, we need to know
about your personal situation and your adviser may request sensitive and private information about you, for example,
your income, current financial arrangements. Much of the information you provide will be passed to HM Revenue & Customs
and Companies House.
If you are unable or unwilling to provide some, or all, of this information your adviser will be unable to provide you
with advice suitable for your circumstances.
We do not collect personal information from third parties.
You have certain rights under the GDPR. These include the right to: