Privacy notice

Last updated 9 November 2026

Who we are

This website and the booking service on it are run for Gianpaolo Parodi, independent financial adviser ("we", "us"). We are responsible for the personal information you give us here. You can contact us about it at gp@broomconsultants.com.

What we collect

• Your name, email address and phone number, from this website or from a form you filled in on Facebook or Instagram.
• The time of the call you book, and anything you add in the note.
• Your answers to the questions before your call, if you choose to give them. These can include your date of birth, family, home, savings, pensions and plans. Every question is optional.

Why we use it

To arrange and hold the call you asked for, to send you the confirmation and reminders, and to prepare for the call so it is useful to you. We rely on taking steps at your request before any advice relationship begins, and on our legitimate interest in running the service you asked for. We don't use your details for anything else, and we don't sell them.

Who else handles it

We use a small number of service providers, who act only on our instructions:

• TT Massive Marketing, who run the booking system and the system that holds your enquiry. Its data is stored in the UK (London).
• Resend, who send our emails.
• Google, whose calendar holds the time of your call.
• Meta, if you first contacted us through a Facebook or Instagram form.

Some of these providers may process information outside the UK. Where they do, they do so under safeguards recognised by UK data protection law.

How long we keep it

We keep your details for as long as we need them to deal with your enquiry. If you become a client, we keep records for as long as the rules for financial advisers require. If you don't, we delete your details within 24 months of our last contact with you.

Your rights

You can ask to see the information we hold about you, to correct it, to delete it, or to stop us using it. Email gp@broomconsultants.com. If you are unhappy with how we have handled your information, you can complain to the Information Commissioner's Office at ico.org.uk.

Cookies

This website does not use cookies or tracking.