Confidentiality

From the first conversation

Everything you tell us is confidential from the first call onward, whether or not we go on to work together and whether or not anything has been signed. There is no point at which an exploratory conversation is treated as fair game.

During an engagement

Formal confidentiality undertakings are signed before any engagement begins. Client information is not discussed with other clients, used as an example without written permission, or published in any form — including anonymised — unless you have agreed the exact wording first.

Former employers

The same obligation runs backwards. Achievements described on this site relate to the performance of former employers and are stated in terms that disclose no confidential information belonging to them. We will not draw on any former employer's confidential material in your engagement, and you should not want an adviser who would.

Conflicts

We decline engagements that conflict with existing client work. Where a potential conflict is not obvious, we raise it and let you decide.

Data

Client financial data is held only for as long as the engagement and its record-keeping obligations require, and is returned or destroyed on request. How we handle personal data is set out in the privacy policy.

Last reviewed October 2026.