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Terms and Conditions
Terms and Conditions


In accessing, you agree that you will access the contents only for your own private use but not for any commercial use. You can print out a single hard copy of any part of the content of for your personal use.


Except as permitted above, you undertake not to copy, store in any medium (including in any other website), distribute, transmit, re-transmit, broadcast, modify, or show in public any part of without the prior written permission of the site's editor.


This is or in accordance with the Copyright, Designs and Patents Act 1988.


You agree not to adapt, alter or create a derivative work from any of the material contained in this site or use it for any other purpose other than for your personal non-commercial use.


You agree to use this site only for lawful purposes, and in a manner that does not infringe the rights of, or restrict or inhibit the use and enjoyment of this site by any third party.


Such restriction or inhibition includes, without limitation, conduct which is unlawful, or which may harass or cause distress or inconvenience to any person and the transmission of obscene or offensive content or disruption of flow of dialogue within this site.

Terms of Use

Use of this site constitutes your acceptance of these terms and conditions, which take effect immediately on your first use of the site. Woodgate Financial Planning reserves the right to change these terms and conditions at any time by posting changes online.​

Cookie Policy

​Like most websites, we use cookies and similar tools across our website to improve your experience and our website's performance. This section explains how we do that.


What are cookies?

Cookies are small text files which a website may put on your computer or mobile device when you first visit a site or page. The cookie will help the website to recognise your device the next time you visit. Cookies do many things. For example, they can help us to analyse how well our website is performing, or even allow us to recommend content we believe will be most relevant to you. Certain cookies contain personal information. For example, if you click to "remember me" when logging in, a cookie will store your username. Most cookies won't collect information that identifies you. Instead, cookies will collect more general information such as how users arrive at and use our website, or a user's general location.


What cookies do we use?

We use five types of cookie and similar tools across our website to improve its performance and enhance your user experience.


1. First party cookies

We set these cookies and they can only be read by us.


2. Persistent cookies

We use persistent cookies which will be saved on your computer for a fixed period. They won't be deleted when the browser is closed. We use persistent cookies to recognise your device for more than one browsing session.


3. Session cookies

We use session cookies which are only stored temporarily during a browsing session and will be deleted from your device when the browser is closed.


4. Third party cookies

We may use third party suppliers who may also set cookies on our website in order to deliver the services that they are providing. These cookies are known as third party cookies.


5. Google Analytics

We use Google Analytics cookies in order to evaluate your use of the website and compile reports for us on activity on the website.You can learn about Google Analytics cookies by visiting this site:


Can you block our cookies?

Cookies help you to get the most from our website, so please remember that if you do choose to disable cookies, you may find that certain sections of our website do not work properly.


How do I disable cookies?

All recent versions of popular browsers give you a level of control over cookies. You can find out how to control cookies in your browser by visiting this site:


More information

If you'd like to know more about how businesses use cookies visit:

Cookie Policy
Privacy Policy

Privacy Protection

This policy establishes how we handle information we learn about you when you visit our website. Protecting the privacy and personal data of our visitors is of utmost importance to us.


Protecting your privacy and your personal data is an important aspect of the way we create, organise and implement our activities on-line and off-line.

Linkages Characteristics

The specific practices outlined in this privacy statement apply to the Woodgate Financial Planning website.

Other bodies/entities linked to the Woodgate Financial Planning website may have different practices, though the commitment to your privacy will always be the same. You are encouraged to review the privacy statements of other bodies/entities when visiting their website(s).

Purpose Specifications & Data Collection

In general, you can browse the Woodgate Financial Planning website without disclosing any information about yourself.


If you visit the Woodgate Financial Planning website to read or download information, we collect and store only the following information that is automatically recognised: the date and time, the originating IP address, the domain name, the type of browser and operating system used (if provided by the browser), the URL of the referring page (if provided by the browser), the object requested and the completion status of the request.

Cookies & Other Technologies

As described above, we sometimes collect anonymous information from visits to our site to help us provide better customer service.


For example, we keep track of the domains from which people visit.


We measure visitor activity on the Woodgate Financial Planning website, but we do so in ways that keep information anonymous. We use the information that we collect to measure the number of visitors to the different areas of our site, and to help us make the site more useful to visitors.


This includes analysing these logs periodically to measure the traffic through our servers, the number of pages visited and the level of demand for pages and topics of interest.


The logs may be preserved indefinitely and used at any time and in any way to prevent security breaches and to ensure the integrity of the data on our servers.

We collect the anonymous information we mentioned above through the use of various technologies, one of which is called "cookies". A cookie is an element of data that a website can send to your browser, which may then be stored on your hard drive.


For example, on a website with a login system (if users register for it), cookies are used to save the visitor's password so that it does not have to be entered at each new visit.

This anonymous information is used and analysed only at an aggregate level to help us understand trends and patterns.


None of this information is reviewed at an individual level.


If you do not want any transaction details used in this manner, you can disable your cookies.

You can do this through your web browser.

Visitor's Choice

Registering on the Woodgate Financial Planning website is optional. If you choose not to register or provide personal information, you can still use the Woodgate Financial Planning website.


However, you may be restricted to what you can do. Woodgate Financial Planning views the customer information that it collects as a valuable and confidential asset of which we take great care to ensure its safety.

You may choose to register and receive promotional or marketing information from Woodgate Financial Planning, by selecting the appropriate option when you register personal data.

We use the information for three general purposes: to fulfil your requests for certain areas of the website, to contact you if needed, and to help us maintain the website software and hardware.

If you choose to register, your information will no longer be anonymous and will be available to Woodgate Financial Planning staff and to delegations for the purpose of marketing.


If you do not wish to continue receiving promotional or marketing information, please notify us by email at

Linkages Characteristics

Throughout the Woodgate Financial Planning website, you will find links to third-party websites. Please note that Woodgate Financial Planning Ltd is not responsible for the privacy policies or content on third-party websites.

Individual Participation / Access

You can ask us whether we are keeping personal data about you, and you can also request to receive a copy of that personal data.


Before sending you any personal data, we will ask you to provide proof of your identity. If you are not able to provide proof of identity, we reserve the right to refuse to send you personal data. We will make a sincere effort to respond in a timely manner to your requests to the previous questions or to correct inaccuracies in your personal information.


At any time, you may request that we delete or correct your personal information in our logs.


For such requests please contact


We intend to protect the quality and integrity of our personal information. Woodgate Financial Planning has implemented technologies and security policies to protect the stored personal data of our users from unauthorised access, improper use, alteration, unlawful or accidental destruction and accidental loss.


Woodgate Financial Planning employees and processors who have access to personal data are obliged to respect the privacy of our visitors and the confidentiality of their personal data.

Woodgate Financial Planning will not sell or rent your personal information to anyone.


We will only send personally identifiable information about you to other companies or people when: We respond to court orders, or any legitimate request by authorities with which we must comply for legal process; or if we find that your actions on our website violate these instructions.

​Privacy Notice

You can download our privacy notice here.

Privacy Support

If you have any enquiries about our privacy statement, please contact us first at: Alternatively feel free to contact us by telephone, or through our email.

Privacy Notice
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