Privacy Policy

Last updated: July 2026

1. Introduction

Marwick & Stone Incorporated ("we", "us", "our") is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

2. Information We Collect

2.1 Information you provide directly

• Name, surname, and contact details (email address, phone number)
• Details of your enquiry submitted via our contact form
• Correspondence and instructions you send us

2.2 Information collected automatically

• IP address, browser type, and operating system
• Pages visited, time spent, and referring URLs
• Cookies and similar tracking technologies (see Section 7)

3. Purpose of Processing

We process your personal information to:

• Respond to enquiries and provide our services
• Manage our client relationship and billing
• Improve and maintain our website
• Comply with applicable laws and regulations
• Send relevant updates where you have consented

4. Legal Basis for Processing

• Contract: processing necessary to perform our services agreement with you
• Legal obligation: processing required by applicable law
• Legitimate interest: operating and improving our practice
• Consent: where you have given consent (e.g., marketing), which you may withdraw at any time

5. Sharing of Personal Information

We do not sell your personal information. We may share it with:

• Service providers who assist us in operations, bound by confidentiality
• Regulators and authorities where required by law
• Successor entities in the event of a business transfer

6. Retention

We retain personal information for as long as necessary to fulfil the purpose for which it was collected, and thereafter for the period required by applicable law. When no longer necessary, we securely delete or de-identify the information.

7. Cookies

Our website may use cookies to improve your browsing experience and gather analytics. You can control cookie settings in your browser. Disabling certain cookies may affect website functionality.

8. Your Rights

You have the right to:

• Access the personal information we hold about you
• Correct inaccurate or incomplete information
• Delete information where retention is no longer justified
• Object to processing for direct marketing
• Withdraw consent at any time

9. Contact

Queries, requests, and complaints relating to personal information should be directed to:

10. Security

We implement reasonable technical and organisational measures to protect your personal information. However, no internet transmission is completely secure.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date at the top reflects any changes. Material changes will be communicated via our website.

© 2026 Marwick & Stone Incorporated. All rights reserved.