Privacy Notice

What we collect and why
When you complete this assessment, we collect your name, email address, phone number (if provided), and your responses to our questions. We use this information to understand your financial situation and to match you with a qualified adviser who can help you.

Who we share it with
Your information is shared with:

• Lemons.Life Limited (us) – to manage your enquiry
• Private Client Online Ltd -  Our Wills & LPA partner, if you opt for one
• Quilter Financial Advisers Ltd – to match you with an adviser and prepare for your conversation

We will not share your information with anyone else without your permission.

Your rights
You can request access to, correction of, or deletion of your data at any time. You can also withdraw your consent for us to contact you.

How to contact us
Email: alex.delaney@lemons.life

How long we keep your information
We keep your information for as long as you are engaging with our service, plus any period required by financial services regulations (typically six years from your last interaction).