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Our website uses cookies, as almost all websites do, to help provide you with the best experience we can.

Cookies are small text files that are placed on your computer or mobile phone when you browse websites

Our cookies help us:

  • Make our website work as you’d expect
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  • Continuously improve our website for you
  • Make our marketing more efficient (ultimately helping us to offer the service we do at the price we do)

We do not use cookies to:

  • Collect any personally identifiable information (without your express permission)
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  • Pay sales commissions

You can learn more about all the cookies we use below.

Granting us permission to use cookies

Our cookie banner will show at the bottom of every page until you accept or reject setting cookies. Should you wish to remove or not use cookies from our site you can learn how to do this below, however doing so may mean that our site will not work as you would expect.

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Website function and our own cookies

We use cookies to make our website work. There is no way to prevent these cookies being set other than to not use our site.

Third party functions

Our site, like most websites, includes functionality provided by third parties. A common example is an embedded YouTube video.

Disabling these cookies may break the functions offered by these third parties.

Visitor statistics cookies

We use cookies to compile visitor statistics such as how many people have visited our website, what type of technology they are using (e.g. Mac or Windows which helps to identify when our site isn’t working as it should for particular technologies), how long they spend on the site, what page they look at etc. This helps us to continuously improve our website. These analytics programs also tell us how people reached this site (e.g. from a search engine) and whether they have been here before helping us to put more money into developing our services for you instead of marketing spend.

We cannot use analytics cookies to identify you, however we cannot know, nor be held responsible for how third party suppliers use their own cookies.

Turning cookies off

You can usually switch cookies off by adjusting your browser settings to stop it from accepting cookies. See our list of handy links:

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Denying cookies will likely limit the functionality of a large proportion of the world’s websites as cookies are a standard part of most modern websites.

It may be that your concerns around cookies relate to spyware. Rather than switching off cookies in your browser you may find that anti-spyware software achieves the same objective by automatically deleting cookies considered to be invasive. Learn more about managing cookies with antispyware software.

Get in touch

Call and speak to a member of our talented team of experts. It’ll be a friendly conversation with no obligation. Our goal is to see how we can help you with a plan for life.

Phone Icon0333 222 4445
Contact us

Get in touch

Call and speak to a member of our talented team of experts. It’ll be a friendly conversation with no obligation. Our goal is to see how we can help you with a plan for life.

Phone Icon0333 222 4445
Contact us
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We are authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate Tax or Estate Planning, Cash Flow Modelling or Trust advice. Any investment recommendations may fall as well as rise, you may not get back what you put in.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

  • Cookies
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  • Terms
  • The Sedulo Group
  • Site by PLOTT
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