Privacy policy.

What this policy covers

This notice explains how Helm Financial and Advisory Services handles the information you choose to share with us, primarily through the enquiry form on this website. It is written to be clear rather than exhaustive. If you have a question it does not answer, please ask.

What we collect

When you submit the enquiry form, we collect only what you enter: your name, email address, and message, and optionally your phone number, business name, and sector. We do not require any of the optional fields.

This site does not use advertising or tracking cookies. If basic, privacy friendly analytics are enabled, they are aggregated and do not identify you individually.

How we use it

We use the details you provide only to respond to your enquiry and to arrange a financial health review if you would like one. We do not sell, rent, or share your information with third parties for their own marketing.

How long we keep it

We keep enquiry details only as long as needed to respond and, if you become a client, for the duration of our engagement and any period required to meet our professional and legal obligations. After that, we delete or anonymise them.

Your choices

You can ask us to confirm what we hold about you, correct it, or delete it. To make a request, contact us through our contact page and we will action it promptly.

Confidentiality

Any financial information shared during an engagement is treated as strictly confidential and handled to professional standards. Access is limited to those who need it to deliver your work.

Changes to this policy

We may update this policy as our practice grows or as requirements change. The current version always lives at this page.

This policy is provided for general information and is not legal advice.