Information we collect
Enquiries: your name, email, phone number if you give it, the topic and your message from the intro-call form.
Clients: the identity details the law requires to open an account, and what you tell us in your plan, such as goals and existing accounts.
Usage and device data that helps us secure your account and improve the app.
How we use it
To reply to you, to provide our services, to verify your identity, to meet our legal obligations, to prevent fraud and to write to you about your accounts.
Sharing
We do not sell personal information. We share it only with the service providers our work needs, such as our custodian, and with public authorities where the law requires it.
Security and retention
Data is encrypted in transit and at rest. Enquiries that do not lead to an account are deleted after twelve months; client records are kept for as long as the law requires after an account closes.
Your choices
You can ask to see, correct or delete your information where the law allows, and opt out of marketing emails at any time from Settings or the link in each message.