Privacy policy

We are committed to protecting the privacy of the visitors to our website. This privacy policy explains how we use any personal information we collect from you through our website.

Collecting your information
You can access most of the pages on our website without giving us your personal information. However, you may choose to provide us with your personal information on some pages of our website, for instance by completing a contact request form or expressing an interest in a workshop. By submitting your personal information, you consent to our use of the information as set out in this privacy policy.

Under no circumstances will we sell, lease or distribute your personal information to third parties unless we are required to do so by law. However, we may be required to give access to select providers, such as our IT Administrators, for the sole purpose of maintaining our IT services.

Using your information
We shall use any personal information you give us in accordance with this policy and in the privacy statements that appear on the forms through which you submit your personal information.

If you are a Financial Planner and give us your personal information, we may from time to time contact you by telephone or email to provide information that may be of interest to you, including details about the services we offer, newsletters and invitations to events.

If you are providing us with personal information by submitting your CV, we shall keep a copy of your CV on file and use the information you supply to assess your suitability for employment opportunities that arise in future.

IP logging
When you visit our website, our server will automatically record your IP address and the time and duration of your visit.

A cookie is a small file which is placed on your computer’s hard drive which helps analyse web traffic or lets you know when you visit a particular site. We use traffic logging cookies to identify which of our web pages are being used. The data collected is analysed to help us identify ways to improve the website so that we can tailor it to our visitors needs. Further information about cookies can be found at

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