Depending on the service provided we may have to keep your information indefinitely.
We may hold your information for longer than you might expect because of a legitimate interest or legal obligation. The periods for which we may keep your information depend on the type of service provided:
| Service provided |
How long we keep your information |
| · Financial advice was given or a regulated product recommended. |
Indefinitely |
| · Tax advice or tax compliance services only were provided. |
Seven years, unless we are notified by HMRC that a period is considered “open” in which case it will be until we are notified the period is “closed”. |
| · An enquiry about our services, but no further information was gathered. |
One year from last contact. |
| · An enquiry about our services where further information was gathered but no advice was provided. |
Three years from last contact. |
