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Cookie policy

We use technologies on the site (the Site) to collect information that helps us improve your online experience and your navigation of the Questionnaire ( and subsequent Results.

In this Cookie Policy, we refer to these technologies collectively as cookies. This policy explains the different types of cookies used on the Site and how you can control them.
Any personal information that we collect through the use of cookies is obtained through transparent notice to you and through your consent. Where applicable, we provide you with the opportunity to opt out (please use the button below to alter your preferences).

We hope that this Cookie Policy helps you understand, and feel more confident about, our use of cookies. Please also see our Privacy Policy to understand the other ways in which we use information we collect about you. If you have any further queries, please contact us at [email protected].

Holding Your Data

We will keep your information for as long as is necessary to carry out our services to you or as is required by legislation or other regulation.

We will endeavour to keep your information accurate and secure however if at any time after giving us this information, or in the case that the information becomes out of date, then we ask you to notify us directly and we shall remove or amend the information within a reasonable time frame and in accordance with legislative requirements. Internet communications are not secure unless the data being sent is encrypted.

We cannot accept any responsibility for unauthorised access by a third party or the corruption of data sent to us. For security purposes we may monitor emails received or issued by us.

Disclosure of Your Data

According to our Terms and Conditions it may be necessary for us to disclose your personal information to third party wealth managers where it is necessary to carry out the terms of our engagement and/or to comply with legal or regulatory requirements. In any other circumstances your information will be kept confidentially and we will only share your personal information with third parties with your express approval of our Terms and Conditions beforehand.

We may record and monitor phone calls made to or by us for your protection and ours and to maintain high quality of service standards. Our recordings will be conclusive.

The protection of your personal data is a very serious matter for us.

This should this be the case for any company that collects user data in the course of business but for us it runs deeper than that. We specifically set this business up to help consumers to get their wealth working. We want to provide a simple and effective way of doing that to our users. Earning money from selling your contact details is neither part of our business model nor our ethos. We take pride in bringing a helpful and trustworthy business to our users and that is far more important to us that degrading our brand by trying to sell your personal details.

You have certain rights in respect of the data we hold relating to you. Details of these rights can also be found on the Information Commissioner’s website . You are entitled, on payment of a fee, to a copy of the information we hold about you.

In order to exercise this right, please contact:
Data Protection Officer, Ltd, Alpha House,
100 Borough High Street, London SE1 1LB, United Kingdom