Cookie Policy

When you browse the site, we automatically receive your computer’s internet protocol (IP) address. We collect data about how you interact with our website through the use of cookies. A cookie is a small file of text that is stored on your browser or the hard drive of your computer.

Our site uses cookies to distinguish you from other users of our website. It helps us to remember your preferences. When you visit our site, cookies allow us to keep track of how many times you’ve visited us, how long you’ve visited us for and what you’ve done whilst you’ve been on our site.

We use cookies to enhance your online experience of our site and to better understand how our site is used. Cookies help to ensure that what you see online is more relevant to you and your interests, based on information you’ve previously entered on our site.

Cookies never store any of your banking details.

We use the following types of cookies:

  • Strictly necessary cookies, that are required for the operation of our site. These include cookies that tell us if you’ve consented to the placement of functionality or analytical /performance cookies, let us authenticate you when you sign-in, and help us distinguish you from other users of our site. The functionality of our services would be affected if these cookies are disabled.
  • Functionality or preference cookies, that are used to recognise you when you return to our website so we can personalise our content for you.
  • Analytical or performance cookies, that enable us to count the number of unique visitors to our site and to see how users interact with our site. We use this information to help improve our site and your experience. For example, we can use these cookies to understand what areas of our site are not being used by users and make improvements.
Managing cookies

You can change your cookie preferences by changing the setting on your browser. Below we have provided links to some of the most popular browser websites:

  • Google Chrome
  • Microsoft Edge
  • Mozilla Firefox
  • Microsoft Internet Explorer
  • Opera
  • Apple Safari

To find information relating to other browsers, visit that browser developer's website.

Finally, you can find more information about the EU's Privacy Directive relating to cookies at https://gdpr.eu/cookies

Beta Programme

If you are a self directed active investor or you manage money on behalf of others, we can offer you a new approach to connecting investment accounts and meaning those accounts for either execution or advisory services via API or mobile. We are actively looking to help individual investors and innovative small firms to offer highly cost effective new services to new markets and to the next generation of investors. Please get in touch to discuss.

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