Privacy notice
This notice explains how MoneyScience Investment Consultancy uses the personal information provided through this website and when discussing financial advice services.
MoneyScience Investment Consultancy is the controller of personal information collected through this website. You can contact us at admin@moneyscience.co.uk, by telephone on 0151 336 8282, or by writing to Highfield House
223 Liverpool Road
Near Neston, South Wirral
Cheshire · CH64 7TW.
When you request a consultation, we collect your name, email address, phone number if supplied, local area, service topic and the message you provide. If you complete our pre-review questionnaire, we also collect the financial, tax, investment, personal-circumstance and planning information you choose to provide. If you use our succession-planning discussion form, we collect the contact details, referral context, relationship information, discussion areas and message you choose to provide. We may also keep information you give us when communicating by phone, email or in person. We store your cookie choice locally in your browser. Optional website analytics are loaded only when you choose to accept them, and you can change that choice at any time through the Cookie settings control in the website footer.
We use this information to respond to your enquiry, arrange and administer an initial consultation, explain relevant services, and meet applicable legal and regulatory obligations. Our usual basis is taking steps at your request before entering into an arrangement, our legitimate interests in operating our services, and legal obligations where these apply.
We do not sell personal information. We may share it with professional advisers, technology providers, regulators or authorities where this is necessary for the purposes described above or required by law. Enquiry records are retained only for as long as necessary for those purposes and in line with the firm’s approved record-retention schedule.
Subject to applicable law, you may ask for access to your information, request correction or deletion, object to certain processing, request restriction, or ask for a portable copy. You may also raise a concern with the Information Commissioner’s Office. Visit ico.org.uk for details.