The boring but important stuff
Your rights, our responsibilities, and how we work together—in plain English where possible.
We’re legally required to provide certain information about how we operate, how we use your data, and what your rights are as a client.
Most of these documents are written in formal legal language because that’s what regulators require. We’ve done our best to make them as clear as possible, but if anything’s unclear, just ask Sam—we’re happy to explain in plain English.
Help and Links
- Complaints Procedure
- Duty of Disclosure
- Family and Domestic Violence Policy
- Financial Hardship
- Financial Services Guide
- Insurance Brokers Code of Practice
- Privacy Policy – how we manage your data
- Refunds Notice – if you need to cancel
- Supporting Customers Experiencing Vulnerability
- Terms of Use
- Translation and Interpreting Services