Clear Ledger Advisory
  • Consultations
  • Engagements
  • Fees
  • About
  • Journal
  • Client stories
  • Arrange a call

Privacy notice

Last updated: 4 August 2026

Data controller

Clear Ledger Advisory is the data controller for personal information collected through this website and during client engagements. Contact: hello@cognitivesolutionsnet.digital, 65857 Tobin Motorway, Corkeryham, England, United Kingdom, +44-9-124-5913.

What we collect

Enquiry forms may collect your name, email address, preferred call date, consultation interest, and message content. During an engagement we may collect pension statements, income details, and family circumstances necessary to provide advice. We do not ask for payment card numbers through this website.

Purposes and lawful bases

We process enquiry data to respond to your request (legitimate interests / steps prior to a contract). Client engagement data is processed to perform the contract and meet regulatory record-keeping duties. Analytics cookies, if accepted, help us understand site usage (consent).

Retention

Unsuccessful enquiries are usually deleted within 24 months. Client files are retained for at least the period required by UK financial advice regulations and our professional indemnity requirements, typically not less than five years after the engagement ends, and longer where the law requires.

Your rights

Under UK GDPR you may request access, rectification, erasure, restriction, objection, and data portability where applicable. You may lodge a complaint with the Information Commissioner’s Office. Contact us first so we can address concerns promptly.

International transfers

We store data in the United Kingdom where practicable. If a processor stores data outside the UK, we require appropriate safeguards such as the UK International Data Transfer Agreement or adequacy regulations.

Sharing

We share data with solicitors, accountants, or product providers only when you ask us to, or when required by law. Hosting and email providers act as processors under written terms.

More on cookies

See our cookies policy for detail on essential and analytics cookies.

Clear Ledger Advisory

UK financial advice and consulting for pensions, investments, tax-efficient saving, and inheritance conversations.

Visit

65857 Tobin Motorway, Corkeryham, England, United Kingdom

+44-9-124-5913

hello@cognitivesolutionsnet.digital

Pages

  • Consultations
  • Engagements
  • Fees
  • Contact
  • Journal

Legal

  • Terms
  • Privacy
  • Cookies
  • Refunds

© Clear Ledger Advisory. Advice for clients in Great Britain.

We use essential cookies to run this site and optional analytics cookies to understand visits. Read more on our cookies page.