Privacy policy

Our core service is to act as an introducer. To provide you with this service, we will share your personal information with the specific third-party financial expert(s) we believe are the "right fit" for you. We only do this with your explicit consent, which you provide when you ask us to book a call for you.

We do not share any personally identifying information publicly or with any other third parties for marketing purposes. We only share information as described above to fulfil our service to you, or when required to by law.

We only retain collected information for as long as necessary to provide you with your requested service (the introduction) and to meet our legal obligations. What data we store, we’ll protect within commercially acceptable means to prevent loss and theft, as well as unauthorised access, disclosure, copying, use, or modification.

Our website may link to external sites that are not operated by us. Please be aware that we have no control over the content and practices of these sites, and cannot accept responsibility or liability for their respective privacy policies.

You are free to refuse our request for your personal information, with the understanding that we will be unable to provide you with our core service, which is connecting you with an expert.

Your continued use of our website will be regarded as acceptance of our practices around privacy and personal information. If you have any questions about how we handle user data and personal information, feel free to contact us.