Email and the post are not secure, so we ask you to send your information and instructions to us via our client portal wherever possible.
We normally update your information during a regular review. If you stop using our services, your information will not be kept up to date.
We make our best efforts to ensure the security of your information on our systems.
Where you have a password for accessing our client portal, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.
Where we provide an ongoing service, we will update your information as appropriate during a regular review. If between reviews you change your contact details please let us know. Where we provide a one-off service the information we keep about you will reflect your situation at that time and we will not normally update this.
