Last updated: January 2026
Information we collect
We collect the information you choose to provide through enquiry forms, consultation requests, email and telephone conversations. This typically includes your name, mobile number, email address, the category of client you identify with, and a description of your requirement.
During an engagement we may additionally receive financial information such as statements, investment details, loan particulars, insurance documents and family or business circumstances relevant to preparing your plan.
Figures entered into calculators on this website are processed in your browser to display a result. They are not transmitted to us unless you separately choose to share them.
How we use information
Information is used to respond to your enquiry, assess your position, prepare and maintain your financial plan, and communicate with you about your engagement.
We do not sell, rent or trade personal information. We do not share client data with third parties for their marketing purposes.
Disclosure
We may share information with professionals you have asked us to coordinate with, such as your chartered accountant or legal advisor, and with service providers who support our operations under confidentiality obligations. We may also disclose information where required by applicable law, regulation or a competent authority.
Storage and security
Documents and records are stored using access-controlled systems and are retained only for as long as necessary to serve you or to meet legal and record-keeping requirements. While no method of transmission or storage is entirely secure, we apply reasonable safeguards appropriate to the sensitivity of the information involved.
Your choices
You may request access to the personal information we hold about you, ask us to correct inaccuracies, or ask us to delete information that we are not required to retain. You may also withdraw consent to marketing communications at any time.
Cookies and analytics
This website may use essential cookies for basic functionality and, where enabled, aggregate analytics to understand which pages are useful. Analytics data is not used to identify individual visitors.
Questions about this policy can be sent to info@arthniticonsultee.com.