Privacy Policy.

When you submit the consultation or booking form on this site, we collect the details you provide: your name, email address, phone number, organization, the type of organization you represent, the service you are interested in, and your message or appointment preferences.

If you book through our scheduling calendar or use the client portal, those services (Calendly and Financial Cents) collect information under their own privacy policies.

We also keep privacy-friendly tallies of which pages are visited and where visitors arrive from. These counts live on our own systems, use no cookies or advertising identifiers, and are never tied to your identity.

We use the information you send us for one purpose: to respond to your enquiry, schedule and prepare for appointments, and — if you become a client — to deliver our services. That includes sending you a confirmation email when you submit a form.

We do not sell, rent, or trade your personal information. We do not use your details for advertising, and this site runs no advertising trackers or third-party analytics cookies.

Form submissions are stored in our secured site database and delivered to our team by email. Scheduling is handled by Calendly, and the client portal is provided by Financial Cents. Each of these providers processes data only as needed to deliver their service to us.

We keep enquiry records only as long as needed to handle your request and meet professional obligations, and we restrict access to the people who need it. Administrative access to submission records is password-protected.

You may ask us at any time to correct or delete the information you have sent us, or to answer any question about how it is handled. Just reach out using the details below.