We collect information from you, the providers of your financial products and other organisations.
We collect your information in the following ways:
- From you over the telephone, in meetings, via our client portal or online questionnaires.
- We ask your permission to contact your financial plan providers or use a data aggregation service.
- We use a verification service to check your identity information and make sanctions checks.
- Our website uses cookies which collect anonymous information about visitors to our website.