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Privacy Policy

Last updated: 15 June 2026

Introduction

marsh-jay ("we", "us", or "our") is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Please read this policy carefully to understand our views and practices regarding your personal data and how we will treat it.

Information We Collect

Information You Provide

We may collect the following types of information that you voluntarily provide to us:

  • Name and contact information (email address, postal address)
  • Information submitted through our consultation request forms
  • Financial information relevant to the services you request
  • Correspondence and communications with us

Information Collected Automatically

When you visit our website, we may automatically collect certain information about your device and usage patterns, including:

  • IP address and browser type
  • Pages visited and time spent on pages
  • Referring website addresses
  • Device and operating system information

How We Use Your Information

We use the information we collect for the following purposes:

  • To provide and maintain our services
  • To respond to your enquiries and consultation requests
  • To send you information about our services that may interest you
  • To improve our website and services
  • To comply with legal obligations
  • To protect our rights and interests

Legal Basis for Processing

We process your personal data under the following legal bases:

  • Consent: Where you have given explicit consent for specific purposes
  • Contract: Where processing is necessary for a contract with you
  • Legal obligation: Where we must comply with legal requirements
  • Legitimate interests: Where we have a legitimate business interest that does not override your rights

Data Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties except in the following circumstances:

  • With service providers who assist in our operations (subject to confidentiality agreements)
  • When required by law or to respond to legal process
  • To protect our rights, property, or safety, or that of others
  • With your explicit consent

Data Retention

We retain your personal information only for as long as necessary to fulfil the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. The retention period may vary depending on the context and our obligations.

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Your Rights

Under applicable data protection legislation, you have the following rights:

  • Access: Request a copy of the personal data we hold about you
  • Rectification: Request correction of inaccurate or incomplete data
  • Erasure: Request deletion of your personal data in certain circumstances
  • Restriction: Request restriction of processing in certain circumstances
  • Portability: Request transfer of your data to another organisation
  • Objection: Object to processing based on legitimate interests

To exercise any of these rights, please contact us using the details provided below.

Cookies

Our website uses cookies to enhance your browsing experience. For detailed information about the cookies we use and how to manage them, please see our Cookies Policy.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically.

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

marsh-jay Financial Services
47 Castle Street
Liverpool, L2 9UB
United Kingdom
Email: [email protected]

Supervisory Authority

If you are not satisfied with our response to any complaint or believe our processing of your information does not comply with data protection law, you have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues.

marsh-jay

Professional financial management services helping Liverpool businesses and individuals achieve their monetary goals since 2015.

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Contact

47 Castle Street
Liverpool, L2 9UB
United Kingdom

Email: [email protected]

The information provided on this website is for general informational purposes only and should not be construed as professional financial advice. Individual circumstances vary and results are not guaranteed. We recommend consulting with a qualified financial professional before making any significant financial decisions. marsh-jay is not responsible for any actions taken based on the information presented herein.

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