We need to have a good understanding of your personal and financial situation in order to give you suitable advice, which is why we’re asking you to share your information with us. Protecting your data is important to us and we take care to keep it safe. If we provide you with financial advice, we are required to keep your data by the regulator.
We only share your data with third parties where necessary, and we have agreements in place with all third parties to protect your data. We do not sell your data. Unfortunately, if you’re not comfortable sharing personal information with us, we won’t be able to offer you personalised financial advice.