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Privacy Policy

Last Updated: June 2026

Information We Collect

When you use our services or contact us, we may collect the following information:

  • Name and contact details (email address)
  • Financial information you choose to share during consultations
  • Communication history and session notes
  • Technical information such as IP address and browser type

How We Use Your Information

We use the information we collect to:

  • Provide the financial guidance services you have requested
  • Communicate with you about your sessions and our services
  • Improve our services and user experience
  • Comply with legal obligations

Data Storage and Security

We take reasonable measures to protect your personal information from unauthorized access, alteration, or destruction. Your data is stored securely and accessed only by authorized personnel who require it to deliver our services.

Session notes and financial information are retained only as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law.

Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

  • When required by law or legal process
  • To protect our rights or the safety of our users
  • With service providers who assist us in operating our business, under strict confidentiality agreements

Your Rights

Under UK data protection law, you have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information
  • Object to processing of your personal information
  • Request restriction of processing your personal information
  • Request transfer of your personal information

To exercise any of these rights, please contact us at info@brisk-forest.com.

Cookies

Our website uses cookies to enhance your browsing experience. For detailed information about our cookie usage, please see our Cookies Policy.

Changes to This Policy

We may update this privacy policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically.

Contact Us

If you have questions about this privacy policy or how we handle your personal information, please contact us at info@brisk-forest.com.

brisk-forest

Practical financial guidance for people who want clarity without complexity.

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info@brisk-forest.com

Manchester, United Kingdom

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