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.

Insights blog interactions

On our Insights articles you can mark a piece as helpful and, if you choose, ask a question. The helpful rating is anonymous: it records no name, email, or other personal detail, only a count.

To ask a question you sign in with Google or Facebook. We then store the name, email address, and profile photo those services share, together with your question, the article it relates to, and the time you sent it. We use this only to answer you and to follow up about your question. Your question is private by default and is never published unless we choose to feature it with an answer, and only then in an edited, curated form.

These interactions are handled on a separate database provided by Supabase, kept apart from any client financial records. The processors involved are Google and Facebook (for sign in), Supabase (hosting), and us. This data may be stored on servers outside your country, including in the United States. Signing in through Google or Facebook is itself your consent to share that basic profile information with us.

You can ask us to delete everything tied to your questions at any time, which removes it from both the Insights database and any follow up record we hold.

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.