Legal
Privacy Policy
We keep what firms share with us confidential and use it only to give better advice.
Information we collect
We collect the details you provide when you contact us or book a review, such as your name, firm, role, email address, phone number and any information you share about your current lead sources, intake process or growth goals. We also collect standard website analytics data.
How we use it
We use this information to respond to enquiries, prepare and deliver advice, make relevant provider introductions where you ask us to, and improve our services and website. We do not sell your information.
Confidentiality
Firm-specific performance data is treated as confidential. Where we reference market insight, it is aggregated and de-identified so no individual firm can be recognised.
Your choices
You can ask us to access, correct or delete the information we hold about you, or to stop contacting you, at any time. Email us and we will action the request.